Configure document template

Review the document templates configured for Digital Signature on the Digital Signature Settings page.

Configure Digital Signature 

1. Open the template and choose More, then choose Configure eSignature.

2. Choose Edit eSignature Properties.

3. Select the default email Language.

4. Enter a custom Subject and Blurb for the email. If you do not enter a subject or blurb, Special Programs sends the default email for signature requests.

5. Enter the number of Days Until Expiration for the signature request.

6. If auto acceptance is turned on for your district, optionally change the number of days before it is triggered.

   1. Enter the number of Days Until Auto Acceptance will be run. Enter between 120 to 150 days. Leave empty to use the default value of 150 days.
      This sets the number of days before documents are automatically accepted when they are missing non-required signatures.

   2. Enter the number of Days to Extend Auto Acceptance. You can extend it up to ten days.
      This extends the number of days before documents are automatically accepted when they are missing non-required signatures.

7. To allow a signature request when the document is in a Review status, select Allow Submit Review Document. 

8. Enter additional signers for the document as needed.

Disable or enable Guided Signing

Use the template properties to control whether signers can use Guided Signing.

1. From the Setup menu on the document template, select Properties.

2. Select Edit Properties.

3. Select or deselect Disable Guided Signing.

4. Click Accept.