After creating a transaction, you can update the transaction name and description and some other transaction settings such as language, time zone, expiration and reminders.
To configure transaction settings
Open the relevant transaction from the Transaction List page.
Go to the Transaction Details section.
Enter a message to all recipients. All recipient can view this message as part of the transaction's invitation email.
Select the transaction type.
Click Settings to specify any of the additional settings listed below:
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.
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 Transaction 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.
Click Next. A new page is opened to add fields to the document.