Signature Settings
Set Recipient Authentication
- Select the Admin tab at the top of the page. The Organization Info page will be displayed by default.
- Select Contract Settings under General from the left panel.
- Select Signature under Contract Settings.
- Choose either Optional or Mandatory in the Recipient Authentication section, then click Save.
Note: The selected recipient authentication option will be applicable to all contracts, regardless of when they are created.
Set Authentication Code Delivery Modes
- Select the Admin tab at the top of the page. The Organization Info page will be displayed by default.
- Select Contract Settings under General from the left panel.
- Select Signature under Contract Settings.
- Choose the required delivery modes in the Authentication Code Delivery Modes section, then click Save.
Note: The selected authentication code delivery mode will be applicable to all contracts, regardless of when they are created.
Set Default Delivery Mode
- Select the Admin tab at the top of the page. The Organization Info page will be displayed by default.
- Select Contract Settings under General from the left panel.
- Select Signature under Contract Settings.
- Choose the required delivery mode in the Default Delivery Mode section, then click Save.
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
- Select the Admin tab at the top of the page. The Organization Info page will be displayed by default.
- Select Contract Settings under General from the left panel.
- Select Signature under Contract Settings.
- Enter the required value in the Default Days to Complete field, then click Save.
Enable Automatic Reminders
- Select the Admin tab at the top of the page. The Organization Info page will be displayed by default.
- Select Contract Settings under General from the left panel.
- Select Signature under Contract Settings.
- Check the Send Automatic Reminders checkbox.
- Specify how frequently reminders should be sent using the Send Every field, then click Save.
Enable Offline Signature
- Select the Admin at the top of the page. The Organization Info page will be displayed by default.
- Select Contract Settings under General from the left panel.
- Select the Signature under Contract Settings.
- Check the Allow users to upload externally signed documents checkbox.
- Click Save.
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