Sending Options

You can update or enable the default Sending options for all of the files sent in the portal. This way, you can ensure that the same information is collected each time.

You can choose to Show or Hide the following fields:

Signature Type
Enable Mouse/Touch Signature
Identity Verification
File Password
Additional Custom Signature Field Defaults
Language
Expiration Date
Event Date
Use Consolidated Signing
Send Invites
Invite Message

The majority of these fields require being marked as either Show or Hide, as they can influence critical parts of the sending and signing process.

The following fields require additional selections or information outside of the Show or Hide option:

Signature Type - select from one of the following to determine the default signing method for all files:
- Electronically
- Print and Sign
- Either Electronically or Print and Sign
Enable Mouse/Touch Signature - select Yes or No depending on if you want to enable a mouse or touch screen signature for your signers.
Identity Verification - select Question-based verification to require the signer to answer a series of questions to identify themselves.
Additional Custom Signature Field Defaults - if you have additional fields you want to add to your signature documents, click this link, and add the details for each custom field. These appear as large signature stamps on your signature documents.
Language - select the default language for the signing room.
Use Consolidated Signing - select Yes or No to enable consolidate signing for your signature documents.
Send Invites - select Yes or No to show the ability to send invitations for a file.
Invite Message - enter a default invite message to send in the invite emails for files.

Click Save Template to save any changes you make to this section.