Account Preferences:
Notify me when participant views the document(s): Check this box if you want to be notified when one of the signers or approvers you send to opens the document for review
Enable In-Person Signing: Give participants the ability to sign in-person
Use DD/MM/YYYY date format: Check this box if you prefer to use the DD/MM/YYYY format instead of the default MM/DD/YYYY format
Team Settings:
In your signature request settings, you’ll find a toggle allowing you to determine whether signers:
- Must draw their signature (classic drawing interface only), or
- Are allowed to type their signature (with a font-style rendering)
There is a default setting on the Sign account, and then each Document can be toggled as you see fit. You get the choice. If your use case demands a drawn signature for legal or branding reasons, you can enforce it. If not, you can open up typing as an option for convenience.
Document storage region: Enterprise customers can choose to have their data outside of the default U.S. region.
Default Email Reminder Frequency: This allows accounts to set up an account-wide default for reminder frequencies. Setting the default setting here will result in the setting being automatically selected when configuring signature requests moving forward.
Return documents separately: If you upload multiple documents to send out to a customer, when the document signing is complete, the signed documents will come back as separate documents. It's important to note that if this option is checked it will override the “Attach signed document to email sent to Sender“ option, but It doesn't override "Attach signed document to email sent to Signers' options.
Attach signed document to email sent to Sender: If this option is checked, once the signing is complete, the document will be attached to the final email sent to the sender.
Attach signed document to email sent to Signers: If this option is checked, once the signing is complete, the document will be attached to the final email sent to the Signers.
Always receive original document with "sent" email: The original unsigned document that was used will be attached to the "sent" email.
Custom landing page after signing (PRO feature): If set, the participants will be forwarded to a custom landing page after signing the document.
Default email reminder frequency: This setting allows accounts to set up an account-wide default for reminder frequencies. Setting the default setting here will result in the setting being automatically selected when configuring signature requests moving forward.
Please Note: Logo or Group Name settings can be accessed on the Formstack Admin Panel by clicking the link on the Team Settings page.