Configuring a Default Signature Option

When sending documents for signatures, users have the following signature options:

• DocuSign
• Adobe Sign
• Conga Sign
• Wet Signature

You can configure a default signature option, simplifying the process for users who frequently send documents for signatures. To set a default option while still allowing users to choose a different signature method when needed, select the Active option during configuration.

By default, the Wet Signature option is configured as default and active. 

Restriction

You can set only one signature option as default.

To configure a default signature option

1. Click the app launcher ().
2. In the left panel, under Admin Apps, click Integrations.
3. In the eSignature API Connections tab, click Edit for a Connection Name under the Action column.

4. Turn on the Default option for signature toggle.
   The Active toggle turns on automatically and is disabled. If the Active toggle is on, it stays the same and is disabled.

5. Click Save.

   

   You cannot turn off the Default option for the signature toggle unless you have enabled it for another signature. Enabling the Default option for another signature enables the Active toggle and leaves it on while turning off the Default option for the signature toggle.