Configuring document-signing settings and templates

Best for: Organization financial administrators · Requires: Financial write access.

Before sending contracts, review Organization Settings:

• Document Signing Settings
• Signing order: whether the other party or your organization signs first
• Default email wording and signing behavior offered by the settings
• Contract templates

Templates can provide reusable document content, fields, approvers, copy-recipient defaults, and approval-request email wording. In Step 1, use Choose a Template and Manage templates. A template is a starting point; verify the actual PDF, project users, recipients, fields, and email content every time.

Set organization defaults before preparing many contracts. Updating defaults does not rewrite an active signing request.

Back to Contracts and eSigning Help