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How to Configure Default Document Settings

Configure default signing, recipient, reminder, and notification settings for all documents sent from your entity.

Last updated: September 2025

Accessing Document, Reminder, and Notification Settings

  1. Click your profile image in the top-right corner.

  2. Select Settings.

  3. Navigate to Document Settings.

Signing Methods

Choose how new documents (created under this entity) should be signed. Click Save after making changes.

  • Sign by Hand – Digital handwritten signature; appears on the signature certificate.

  • Sign with Initials – Recipient signs using initials only.

  • Sign by Typing – Sender/recipient types their signature.

  • Sign by SMS Code – Recipient receives a one-time SMS code to sign.

  • Sign with Electronic Identification (e-ID) – Enables Advanced eSigning with eID (add-on for eSign plan; contact us for details).

  • Automatically Add Sender Signature (Self-Sign) – Sender’s signature is included automatically.

Recipient Management Settings

Control how senders interact with recipients. Click Save after updates.

  • Identify New Recipients – Alerts if someone outside the recipient list opens the document.

  • Enable Document Chat – Real-time chat on the document page.

  • Enable Comments – Highlight and comment on specific content.

  • Allow Recipients to Download Document – Before and after signing.

  • Allow Signature Transfer – Recipient can delegate signing rights.

  • Show eSign Consent Before Signing – Collect recipient consent per e-sign disclosure.

  • Verify with SMS Code to Open – Require a 6-digit SMS code to access (can be adjusted per document).

Other Document Settings

These defaults apply to all documents sent from this entity. Click Save after updates.

  • Document Expiration – Set a default expiration for new documents.

  • Unique Document ID – Custom internal document ID (not shown to recipients).

  • Position of Digital Fingerprint on Signature Certificate – Adjust vertical placement by pixel value.

  • Sign Button Text – Customize the CTA label on the signing button.

  • Send Email Copy of Signed Documents – Auto-email PDF certificate of all non-private signed docs to a specified address.

  • Customize Sender Name in Emails – Replace “[User Name] via GetAccept” with a preferred sender name.

  • Reply-To Address for Recipient Responses – Set an alternate reply-to email.

  • Global BCC – Enter one or more comma-separated addresses to automatically BCC on all customer-facing Contract Room emails (e.g., signature requests, notifications, reminders, updates, recalls, expiration notices).

Reminder Settings

Automate recipient nudges. Click Save after changes.

  • Enable Automatic Reminders (required to activate options below)

  • Document Not Opened – Remind if unopened.

  • Document Not Signed – Remind if unsigned.

  • Set Reminder Frequency – Choose cadence.

  • Document Expiration Soon – Notify before expiry.

  • Send Reminders on Weekends – Toggle weekend sends.

Notification Settings

Choose when senders receive email notifications. Click Save after updates.

  • Enable Email Notifications (required to activate options below)

  • When the Document is Reviewed

  • When the Document is Signed

  • When the Document Could Not Be Delivered

  • When the Document is Printed

  • When an Attachment is Opened

  • When the Document is Viewed

  • When a Recipient Comments

  • When the Document is Rejected

  • When the Document is Downloaded

  • When the Document Expires

  • When the Document is Forwarded