Documents

These settings control the default behaviors when it comes to documents and uploads.

Fields & Annotations

Allow drawing

Enable free-drawn annotations in document preview and during signing.

Disabled other fields

You can limit which fields apart from signing fields users can add to a document when preparing it. Here you will see a list of all disabled fields and you can also edit the choices.

QR code redirects to

QR code can be added directly to documents during signature field selection or can be found in the Audit trail. In this setting, you choose where does it lead to when scanned.

The QR code can direct to either the document preview or the verification page.

Embed link

In the Select signature fields step in the signing process, there is an option to insert a Document ID. This ID will turn into a link when the document is downloaded as a PDF if this toggle is on.

Where should the embedded link redirect to?

Here you can choose whether the aforementioned link leads to the preview of the document online, document detail, or to the document verification page to verify its authenticity.

Detect signature fields

When converting a MS Office document to PDF, any potential pre-prepared signature fields the document may contain will be automatically detected.

Enable MS Office Online

Allow document preview and editing in MS Office Online.

MS Office Online subscription is needed for document editing to work.

Automatic organization sharing in Shared files

Determines whether newly created/added items in the root of shared files are automatically shared with the entire organization. (Default: Yes)

Use PDF/A

Should a new file be automatically converted to the PDF/A standard upon upload? (Default: yes)

Converting files to PDF/A may visually affect the file.

Merge files by default

Choose whether the default setting for uploading multiple documents at once is to merge them or to upload them individually. This setting can then be adjusted by each user for each upload.