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
Open the relevant template from the Template List page.
Optionally, provide a message to all recipients in the available space.
Turn off the Share Template toggle button if you do not want this template to be shown to other users.
Select the type of transaction.
Scroll to the bottom of the Template and click the cog icon to open the Transaction Details section, where you can modify the following:
Setting
Description
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.
Enforce document accessibility
Enabling this auto-extracts fields from the uploaded documents tagged for accessibility. Once the template is created, this option cannot be modified.
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.
Ad-hoc Cobrowsing
Allows the Signer and Sender to use the cobrowse session.
Signer Cobrowsing
Allows Signers to create help requests for the cobrowsing session.
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.
Unlimited Expiration
Deselect this checkbox to enable the Expiration field.
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.
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
Click Configure in the Email Reminders field. A popup appears to configure the settings.
Turn on the Enable Reminder toggle button to enable reminders.
Enter the number of days after the first reminder email is sent.
Turn on the Repeat Reminder toggle button to send multiple reminders.
Enter number of days between successive reminders.
