Sending Features Explained — Legacy

Enable senders to upload Reference Documents

When turned on, file senders can include Reference Documents — documents that do not require a signature — from the Document Library during the send process. These are informational documents such as terms, policies, or guides.

Enable senders to duplicate files

When turned on, the file owner can send the same file to multiple recipients at once using the Duplicate File feature. The system creates a separate file and returns a separate signed PDF for each recipient.

• Maximum: 50 duplicates per send.
• If the file contains 1 document: you can duplicate for up to 50 email addresses.
• If the file contains 10 documents: you can duplicate for up to 5 email addresses.

Time Zone

Set this to match your property's time zone. This ensures that sent, signed, and completed timestamps appear correctly in your portal.

Payment visibility duration

Sets how far in advance a payment request is visible to the payer. For example, if this is set to 90 days and a payment is due in 6 months, the payer will not yet see the payment in their portal.

Auto expire signer uploads

Determines how long a file is available for upload by a signer. Signed document retention is currently set to 1 year.