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Personal preferences

Personal preferences Here you can set some personal preferences for your account. For example, under account type, you can set whether your dashboard should sta

2 min readLast updated: 2023-09-13

Personal preferences

Here you can set some personal preferences for your account. For example, under account type, you can set whether your dashboard should start on the sender or signer role by default when logging in.

Signature type

At Signature type, you can indicate which type of signature field you want to work with by default when setting up documents for sending.

Shared templates
Here you can enable that the shared templates are always displayed when creating a transaction.

Signing order

If you work with multiple recipients for a transaction, you can set here whether the signing order should be enabled or not.

Days to expire

If you want to send transactions with an expiry date, you can set here how many days after sending the transaction, the expiry date should be.

Change signer

Here, you can set that it is possible for recipients of transactions to forward the signature to another recipient.

Deliver documents by mail

When a transaction is completed, all recipients receive an email with a link to download the signed documents. You can also choose to have the signed documents sent as an attachment by default.

Font size

Here you set the font size of signatures and form fields.

Reminder schedule

Here, you can set a default reminder schedule that you can use when creating a transaction.

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For more information about the other functionalities available under my account, read the article my account.

Do you have questions about personal preferences? Contact us. This can be done via support@validsign.eu or 085 303 36 76.

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