DocuSign setup

If your project is integrated with DocuSign for eSignatures, you can embed common signees into your project templates. The DocuSign setup tab lets you add the names of up to 10 recipients, along with their companies, titles, and email addresses, that can be used with every contract in the project.

Each DocuSign recipient field in this list has a corresponding template tag. You can add the tag to templates to require the signee's signature. The tags are read when sending the document for signature. You can also add recipients to a document when you send the document for eSignature. See "Change writer" for information about sending documents for signature. See "Organization settings" for information about using tags in templates.

If you edit the DocuSign setup, the recipients are available for new change documents only. You can override the DocuSign recipients in the DocuSign section of the PCO or CCO details.

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.