Account settings

In this section you will find settings related to your account, such as Language, Delegation set up, and some additional settings.

Language & Region

Choose the language of the interface and your notification emails, your timezone, and your preferred formats of time, date, and start of week.

Delegation

Set up a period of delegation, during which any new documents sent to you for processing will be automatically redirected to a person of your choosing, who will be able to process the documents in your stead.

When you have an active delegation, it will show in the top right corner of your Home Page. From there, you can easily adjust or remove it without having to go back to your Account.

Set / change delegation

1. Click on Delegation Settings

2. Select the user who will receive documents instead of you during your time off

3. Pick the First day of delegation and Last day of delegation

4. Confirm by clicking Delegate settings

Remove delegation

1. Click on Delegation Settings

2. Select Remove delegation

Any documents assigned to another member during the delegation period will remain assigned to them after the delegation ends.

Additional settings

Run post-signing tasks in background

This allows you to skip the processing page shown after you send a document for signing, and immediately lets you work on other documents, while the task runs in the background.

Default post-action states

Here you can customize where the system will take you after specific actions are done.

Choices tagged as “default” are set by your organization’s admin in the Settings of the administration.

Home screen

Choose which screen will open when you login.

• Dashboard

• Assigned to me tab in Documents

• Waiting for others tab in Documents

• All tab in Documents

• Failed tab in Documents

• Recent

• Shared folders

• My folders

After signing a document

Where the system redirects you after you create a document and sign it yourself.

• All tab in Documents

• Completed tab in Documents

• Assigned to me tab in Documents

After sending a document for signing

What happens after you prepare a document and send it to other recipients. Your signature can also be part of the document.

• Waiting for others tab in Documents

• Assigned to me tab in Documents

• Shared folders

After rejecting a document

Where you will be redirected after you reject a document sent to you for signature.

• Failed tab in Documents

• Assigned to me tab in Documents

• Shared folders