Workflow
The settings you find here determine the behavior during the signing process.
Most of these settings can be re-written during individual signing sessions, these settings indicate the default state.
Signing order
Signing order determines in what order each recipient receives the document they are supposed to sign.
On - By default, recipients will receive the document in predetermined order. After one recipient signs, the document goes to the recipient/s next in order (Sequential signing order)
Off - By default, all recipients receive the document at the same time (Parallel signing order)
Changeable signing order
This allows you to enforce the default Signing order setting you chose above.
On - This Signing order setting can be adjusted individually for each document in the recipient selection step.
Off - Users won't be able to change the Signing order, making the default you select above an unchangeable standard throughout your entire organization.
While enforcing a parallel or sequential signing order can reduce chaos and human errors, different types of documents may require different processes, including the signing order.
Enable recipient editing
When this option is enabled, senders can edit the recipients of their documents that are in an active workflow. This option has two levels of permissions:
Before anyone signs - this option is automatically turned on by enabling the setting, and allows senders to modify recipients as long as no signatures have been added to the document.
Before the recipient has signed - this level allows senders to modify recipients on document where signing order is enabled and the recipient being changed has not signed yet. Level two cannot be turned on without level one being on as well.
All recipients in a group have to sign
Select the default setting for group signing.
Recipients can repeat in the signing process
Allows for one recipient to be entered into a workflow multiple times. Applies to workflows with enabled signing order only.
Default recipient rights
As an admin, you can set the default rights and permissions for all document recipients throughout the organization.
Please note that these are only default settings that can be overwritten by individual senders for each recipient or group of recipients during the signing process.
There is currently no way to disable these options completely.
Download and print - when disabled, recipients won't be able to download documents sent to them to their own PC or print them
Delegation - when disabled, recipients won't be able to delegate the document sent to them to someone else to process it on their behalf
Annotations on reject - when disabled, recipients who reject a document won't be able to add annotations to it
Allow comments on finished document transactions
Enable this option to allow users to comment on finished document transactions (in final statuses - completed, rejected, expired). The settings will be applied to newly closed document transactions.
Default deadline
Turn the toggle on to select a default processing deadline for all documents in the organization.
Choose from 1 day to 6 months from the start of each signing process, or select a custom date by which all processes must be completed. This deadline can individually be changed during the preparation process by the sender.
Deadline changeable
Here you can enforce the default deadline setting above.
On - Users will be able select a custom deadline during each individual signing process. The deadline selected above will remain a default option and will apply if the sender doesn't change it manually.
Off - The processing deadline selected above will apply universally for all document processes and individual users won't be able to change it.
Automatic reminders
Here you can schedule reminders to be automatically sent to anyone who has pending documents waiting for them to sign.
On - Automatic reminders are always sent to members of your organization.
You will be asked to pick the day of the first reminder as well as the interval between two reminders.
Off - Reminders are not being sent automatically by default. They can be turned on in the Review and send step of the signing process individually for each document.
Enable change of ownership
Enable document creators to transfer ownership of documents and their transactions to another user. The new owner gains full management rights over the document, including modifying transactions, viewing content, and reassigning ownership.
Document categories
Set up categories that will be available for members of your organization to attach to documents. You can add new ones, reorganize their order, or delete them.
