Set a wide range of default settings for your account, users, templates, signature requests, and more in the settings page.
1. Go to the Settings tab in the S-Docs app.
From here, you can navigate through different categories and change their settings. Let's go through each of them and review what you can change.
Account Information
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Basic information: Here, you can change basic account information, like the company name, website, and address.
- Contacts: Assign key points of contact for account communication and compliance.
- Automation user: Set the name you want to use for any automations.
- Session expiry: Establish how long someone will remain logged in before automatic sign-out.
Users
Under the Users tab, you can manage your active users and invite new team members.
- Invite team members: Invite team members to use S-Docs and set their access level.
- Active users: Edit or delete your active users.
Templates
Here, you can set default specifications that will apply to all of your document templates. This is a great way to ensure consistency across all of your documents.
- Page settings: Change the page size and margins.
- File name format: Edit the file name format.
- Header & footer: Manage default visibility across all of your documents.
- Attachments: Control whether or not attachments are linked to your CRM records after generation. You can also set timelines for your objects.
Signature requests
- PIN number: Require a PIN number for all of your e-Signature requests.
- Expiry settings: Set e-Signature request expiry specifications for a session and the e-Signature envelope as a whole.
- Redirection: Define where signers are redirected after they sign a document. For example, if you want them taken to a specific page on your website after completing an e-Signature request.
- Message customization: Customize your Email message template, ensuring that all users who send an e-Signature request use the same templated Email. This can save time, ensure consistent branding, and also save you some legal headaches, if applicable.
- Disclosures: Ensure your legal disclosures are added to all of your document templates and customize what the disclosure says.
- Record association: Control how completed e-Signature requests are logged in your CRM - for instance, you can place where you want your audit trail to appear, show timestamps, and attach the signature request to a record.
Usage
You can also track your app usage - both total and monthly.
Styles
Here, you can standardize template styles to ensure every document matches your branding.
- Logo: Add your company logo.
- Text: Configure text requirements like font family, weight, size, and color, as well as line height.
- Lists: Specify padding for your bulleted and numbered lists.
- Tables: Customize the default table layout from font to padding and more.
Integrations
Filter by integration source and allow or deny access for certain integrations.