In the "Recipient Settings" section you can choose the default fields that are used when sending a contract. In this article we will walk you through the easy process of doing so.
1. Open the menu on your left and go to "Settings" then choose "Recipient Fields".
3. The following page will appear. Now edit the information you would like to have available when sending your contracts.
Here you can change the role of the recipient as well as add more roles. Note! Person fields are connected to the recipient information and organization fields to company information.
You can also choose to add custom fields by pressing the grey buttons below. The only mandatory information when sending your documents is name and e-mail.
4. Now go to the right corner below and press "Save". Your default settings are ready to be used when sending your documents!