Configure Document Template
Review the document templates configured for Digital Signature on the Digital Signature Settings page.
Open the Document Template
- From the Administration menu, choose Configuration.
- On the Configuration page, click Settings, and navigate to the Document Templates tab.
- Select the Zoom icon (magnifying glass) for the document template you want to review.
Configure Digital Signature
- On the template, choose More, then choose Configure eSignature.
- Choose Edit eSignature Properties.
- Select the default email Language.
- 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.
- Enter the number of Days Until Expiration for the signature request.
- To allow a signature request when the document is in a Review status, select Allow Submit Review Document.
- 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.
- From the Setup menu on the document template, select Properties.
- Select Edit Properties.
- Select or deselect Disable Guided Signing.
- Click Accept.