How to change the default settings of the document?

Default settings are the pre-selected options or configurations. They provide a standard set of options that are commonly used by most users. In BoldSign, the default values of the document can be changed if needed. The account administrator only has access to change the default settings of the document.

Changing the default settings

• Click the Business Profile option from the Settings menu and scroll down to the Document Settings.
• You can modify the parameters in the Document settings.
• The Print and Sign, the Expiry Duration, the Expiry Alert, and the Auto Reminder Sequence options are the default settings and can be enabled or disabled.
• Click the Save changes button once the required parameters have been modified.
• Now the modified options will be the default options in the signature request document which is created after these changes.

Default options and their use

1. Print and Sign - If this option is enabled, the signers can print the document and sign it.
2. Expiry Duration - You have this option to alter the expiry duration of the document.
3. Expiry Alert - The Alert one day before expiry option is automated for all the documents if this toggle is turned on.
4. Auto Reminder Sequence - You can change the sequence of auto reminder in which recipients will be notified automatically to complete the documents.