DocuSign setup

If your project is integrated with DocuSign for eSignatures, you can embed common signees into your project templates. See eSign setup for information about setting up eSign.

DocuSign Advanced Options

Change supports the use of DocuSigns Advanced Options. The DocuSign Advanced Options are configured in DocuSign. These options let you customize the DocuSign experience. Your DocuSign administrator can set up the following options in DocuSign:

• Branding options let you select a logo and brand colors that were set up by the DocuSign administrator, for the envelope.

• Reminders options let you specify whether DocuSign sends reminders to signees, when to start sending them, and how often to send them.

• Expiration options let you set the number of days until the envelope expires and how often to send alerts. After the envelope is expired, recipients can no longer view or sign the documents in the envelope.

• Comments options let senders and recipients to enter comments on documents in the envelope.

• Recipient privilege lets you give recipients options for how they sign the document, such as signing on paper, assigning delegates, and editing documents.