Setup and preparation
Configuring document-signing settings and templates
Before you prepare several contracts, review Organization Settings so the signing order, email wording, and reusable templates match your organization's process:
Best for: Organization financial administrators · Requires: Financial write access.
Before you prepare several contracts, review Organization Settings so the signing order, email wording, and reusable templates match your organization's process:
- Document Signing Settings
- Signing order: whether the other party or your organization signs first
- Default email wording and signing behavior offered by the settings
- Contract templates
Templates can save time by providing reusable document content, fields, approvers, copy-recipient defaults, and approval-request email wording. In Step 1, use Choose a Template and Manage templates. Treat the template as a starting point, and verify the actual PDF, project users, recipients, fields, and email content every time.
Set organization defaults before preparing many contracts. Updating defaults does not rewrite an active signing request.