ShareFile

Default settings

December 8, 2023

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Default settings can be edited during the Create a signature request workflow. This allows you to make adjustments to customize the experience for a specific signature request.

To access the Edit default settings while creating a request, from the Review and Send section of the workflow, select Edit default settings.

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The Edit default settings pop-up displays.

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Reminders

When selected, you can provide automatic signature request reminders based on the time settings allowed.

Edit reminders

Email document recipients:

Weekly (on the third, seventh, fourteenth, twenty-first, twenty-eighth day)
Daily (starting on the seventh day until the thirtieth day) if a document is unsigned.

Attachments

When selected, after the last signature request is completed, ShareFile Signatures sends an email with a PDF attachment of the completed signed document.

Edit attach

Note:

Documents larger than 10 MB are not provided.

Signature types

Select how you want the recipients of the request to sign using the following signature types available:

Allow drawn signatures - Select this signature type to allow the signer to draw their signature using a mouse or a touch device.
Allow typed signatures - Select this signature type to allow the signer to type their signature using a keyboard.
Apply blue ink to signatures - Select the blue ink signature option to distinguish a signed original from a photocopy. All original copies display the signature in blue.

Note:

Blue Ink Signatures settings can only be changed by Admins.

Signer permissions

By selecting or de-selecting the checkbox, ShareFile signature users can enable or disable the download option that is available for signers before the document is signed.

Blue

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Default settings

December 8, 2023

Contributed by:

December 8, 2023

Contributed by:

Default settings

Reminders

Attachments

Signature types

Signer permissions

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