Signature Settings

Signature Settings

Set Recipient Authentication

  1. Select the Admin tab at the top of the page. The Organization Info page will be displayed by default.
  2. Select Contract Settings under General from the left panel.
  3. Select Signature under Contract Settings.
  4. Choose either Optional or Mandatory in the Recipient Authentication section, then click Save
Notes
Note: The selected recipient authentication option will be applicable to all contracts, regardless of when they are created. 

Set Authentication Code Delivery Modes

  1. Select the Admin tab at the top of the page. The Organization Info page will be displayed by default.
  2. Select Contract Settings under General from the left panel.
  3. Select Signature under Contract Settings.
  4. Choose the required delivery modes in the Authentication Code Delivery Modes section, then click Save
Notes
Note: The selected authentication code delivery mode will be applicable to all contracts, regardless of when they are created.  

Set Default Delivery Mode

  1. Select the Admin tab at the top of the page. The Organization Info page will be displayed by default.
  2. Select Contract Settings under General from the left panel.
  3. Select Signature under Contract Settings.
  4. Choose the required delivery mode in the Default Delivery Mode section, then click Save. 
Notes
Note: The delivery mode will be set to Email automatically if the chosen delivery mode is SMS and the counterparty's primary contact does not have a phone number.

Set Default Days to Complete

  1. Select the Admin tab at the top of the page. The Organization Info page will be displayed by default.
  2. Select Contract Settings under General from the left panel.
  3. Select Signature under Contract Settings.
  4. Enter the required value in the Default Days to Complete field, then click Save.

Enable Automatic Reminders

  1. Select the Admin tab at the top of the page. The Organization Info page will be displayed by default.
  2. Select Contract Settings under General from the left panel.
  3. Select Signature under Contract Settings.
  4. Check the Send Automatic Reminders checkbox.
  5. Specify how frequently reminders should be sent using the Send Every field, then click Save.