Choose a Default Signing Document

Hi there,

Document signing is now more flexible: you can set a default document for signing and control which team members are allowed to sign on an order.

What's New:

• A new "Default document for signing" setting pre-selects the right document whenever you share or sign on an order.

• Signing is now governed by permissions, so only authorized staff can sign documents.

• The share and sign options on the order screen were updated to reflect these controls.

How to Use It:

• Go to Settings then Order Settings and under the Layout section you can choose your "Default document for signing" under your order settings.

• Open an order and use the Share or Sign options — the default document is ready to go, and signing respects each user's permissions.

Benefits:

• Save time by not having to pick the signing document every time.

• Keep signing in the hands of the right people.

• A more consistent, controlled signature process across your orders.

If you have any questions, please reach out to our team through the chat or by emailing [email protected].