New Feature Alert! 📣
New Feature Alert! 📣
Admin can now globally set the number of days (Default Days to Sign)! Currently, we keep it at 7, but you can increase it. 📈 And for convenience, Senders can still change this on Step #4 - Send, if needed! 🤝
Summary Table:
Setting | Description | Recommendation |
Default Days to Sign | Number of days after which signing is not valid.🗓️ | Set the number of days signers have. You have a global scope, you can change it.⏱️ |
Preview Image Quality | Quality of preview images. 🖼️ | Adjust based on your preference for visual clarity versus loading speed. ⚡ |
Preview Mode | Method used for document preview (e.g., images, faster loading). 🔍 | Choose the method that best balances visual clarity and preview speed. ⚖️ |
Days To Clean Trash | How long before deleted documents are permanently removed. 🗑️ | Set an appropriate retention period based on your organization's data retention policies. 📅 |
Terms and Conditions URL | The URL of your company's Terms and Conditions page. 🌐 | Link to your Terms and Conditions page 📜 |
Introduction:
This article outlines how to customize the General Settings within the Custom Configuration panel in eSignaturesOnline. These settings control various aspects of the signing experience and document management. 🚀
Steps to Customize General Settings:
Access Custom Config: ➡️ Log in to your eSignaturesOnline account and click on "Custom Config" in the left-hand navigation panel. Then, select the "General" tab (as shown in the provided image).
Adjust General Settings: ⚙️ Modify the settings according to your preferences. Here's a breakdown of the available options:
Default Days To Sign: Set the value of it
Preview Image Quality: Set the percentage that is used. as indicated in the image, is currently set at 50.
Preview Mode: The image shows this set to "images"; consider this if you want good visuals.
Days To Clean Trash: The number of days before deleted documents are permanently purged. The image shows 20.
Terms and Conditions URL: Enter URL to Terms and Condition Page as shown in the image: https://esignaturesonline.com.au/electronic-signature-disclosure/
Save Changes: ✅ Click the "Save" button at the bottom of the page to apply your changes. 💾
Why Customize General Settings?
Tailored Experience: ✨ Create a signing experience that aligns with your brand and user needs.
Improved Performance: 🚀 Optimize document loading and preview speeds.
Enhanced Security: 🛡️ Control data retention and privacy settings.
Please Note: ⚠️ The Image may look different from the actual image. This image is only added for illustration purposes only.