Document/Template
Font Size
Change the default font size for field values and field name on documents.
Date Format
Change the default formatting for the Date Signed Signature Field for documents.
Default Field Status After Drag and Drop
Choose default status of drag and drop fields between Non-Mandatory or Mandatory.
Display Indicators in Document Draft Mode
Choose to display assigned party role tags for the fields in Draft Mode.
Include Document Id on Pages
Display Document ID on top or bottom of page once a document is executed. You may also choose to not display the ID at all.
Display Page Number on Each Page
If a document is composed of multiple PDF files, you may choose to display the page number on each page.
Enable Extra Document Information Panel for Recipients during Signing Mode
View other document related information on the right panel such as attachments, history, comments, and recipients.
Enable Extra Document Information Panel for Sender during Signing Mode
View other document related information on the right panel such as attachments, history, comments, and recipients.
Auto Derive Document Name
The sender of a document can auto generate a name after the document is executed based on specific values. Take the value of a text field (like a department, ID, date, or signer names) in a template and check the ‘Include File Name’ option to have it automatically added to the Envelope name after it is executed.
Auto Derive Folder Name based on Document Setting
Auto derives an envelopes' name based on the document’s settings.
