After creating a template, you can update the transaction details and some other transaction settings such as language, time zone, expiration and reminders.

To configure template's transaction settings

  1. Open the relevant template from the Template List page. 
  2. Go to the Transaction Details section.

  3. Enter a message to all recipients. All recipient can view this message as part of the transaction's invitation email.

  4. Turn off the Share Template toggle button if you do not want this template to be shown to other users. 
  5. Select the type of transaction.

  6. Click Settings to specify any of the additional settings listed below: 

    SettingDescription
    Language

    The language in which the transaction appears.

    Time zone

    The time zone in which all dates on the transaction's signed documents are displayed.

    Enable screen-reader accessibility

    Makes a document accessible to screen readers. It cannot be enabled once a document is selected for the transaction.

    Review before completion 

    Allows you to review the transaction and all its signed documents after all signers have signed, but before you complete the transaction. When enabled, a sender must manually mark a transaction as complete before it is considered completed.

    Email Reminders 

    		Configure email reminders to be sent automatically to all transaction recipients who have not yet signed. For more information, see Configuring Email Reminders.

    Expiration

    Specifies when the transaction will expire. Once it has expired, it will no longer be available for signing. The expiration time can be specified either as a future date or as a time interval (e.g., 20 days after the transaction was created). 

    Uploads

    Set a limit on how many documents a signer can upload. By default, it is unlimited. 

    Field Formatting

    Specify the font size for the transaction. You can select from a specific font size or auto-fit font size.

  7. Click Next. A new page is opened to add fields to the document.

Configuring Email Reminders

You can configure a schedule for email reminders that are sent automatically to all transaction recipients who have not yet signed.

To configure transaction reminders

  1. Click Configure in the Email Reminders field. A popup appears to configure the settings. 
  2. Turn on the Enable Reminder toggle button to enable reminders.
    1.   Enter the number of days after the first reminder email is sent. 
  3. Turn on the Repeat Reminder toggle button to send multiple reminders. 
    1. Enter number of days between successive reminders. 
    2. Enter total number of reminders to be sent. 
  4. Click Ok.