You can configure DocuSign settings.

DocuSign settings include these options:

Hide Access Code

If checked hides the Access Code column in the Sign pop-up window.

Hide Social Auth Types

If checked removes the social options (Google, Facebook, Twitter) from the Identity Check drop-down menu in the Sign pop-up window.

Additional Recipients

Specify additional recipients to send a copy of the DocuSign documents. These appear at the bottom of the Sign pop-up as “Recipient #” with a sent type of “Send Copy” (the same as clicking the Add Recipient button in the Sign pop-up window).

Back on the DocuSign tab, to add a new additional recipient, click the New button next to the Additional Recipients heading. This adds a new blank row to the table. Specify the Recipient Name (required) and Recipient Email (required). Optionally, specify an Access Code, Auth Type, and Company. If the Company column is set to All, the additional recipient is added to every form packet. If the Company column is set to a specific company, the additional recipient is only added to form packets from that company. When done, click the Save button next to the Additional Recipients heading. To delete an additional recipient, click the Del link in the Action column.

Default Signer Settings

Specify default signer settings to default a role’s Send Type, Access Code, and Identity Check columns in the Sign pop-up window. To add a new default signer setting, click the New button next to the Default Signer Settings heading. This will add a new blank row to the table. Specify the Role Instance (required, matches the number after the role name in the Sign popup), Role Name (required, matches the role name in the Sign popup), Auth Type, Access Code and/or Send Type (auth type, access code and send type are optional, though at least one should be specified). Optionally, specify a Company. If the Company column is set to All, the default signer setting will be added to every form packet. If the Company column is set to a specific company, the default signer setting will only be added to form packets from that company. When done, click the Save button next to the Default Signer Settings heading.

To delete a default signer setting, click the Del link in the Action column.