DocuSign Account Settings

DocuSign has many customizable features for your account. This document explains most features and OIT recommendations.

When you receive your DocuSign account for your team, we recommend checking and configuring your account settings to meet your teams needs. Unless otherwise stated, all values are only recommendations and can be changed to meet your team's needs.

To access your account's settings, go to the Settings tab in DocuSign. Your account name should appear in the upper-left.

Setting Categories

The headers below correspond to the options in the left navigation.

Overview

The overview page includes notifications and administrator resources. You can also search for settings.

Account

Account Profile

Security Settings

Setting	Explanation	Recommended Value
Web App Session Timeout	Time in minutes before a user is signed out from DocuSign.	Default: 20 minutes. You may use less if appropriate.
Recipient Authentication Settings	This section determines if recipient authentication is required, can be configured by the sender, or is disabled for the account. This feature is a paid-add on. This setting only controls verification by phone, physical ID, or knowledge questions.  Note: All signers with a @unlv.edu or @unlv.nevada.edu are required to sign in with ACE which is protected by MFA.	All accounts should have this set to: Disable recipient authentication for this account
Password Security	Sets rules on password requirements for accessing DocuSign.	These settings are ignored as OIT enforces ACE authentication

Regional Settings

Setting	Explanation	Recommended Value
Time Zone	Sets the time zone for account users. This affects how times appear in event history and on the Certificate of Completion.	Disable Allow users to set their own Time Zone and Date Format Set default time zone to Pacific Time
Default Language	The default language is applied to users and brands that are added to the account. Users may change this in their My Preferences.	Set to English
Date Signed Field	Sets how the date signed field is calculated.	Set both to Account default to match above settings.

Brands

See this article for configuring Brands.

Updates

Shows system updates from DocuSign.

Value Calculator

See eSignature Value Calculator from DocuSign Support.

Users and Groups

See this article for configuring Users and Groups.

Signing and Sending

Signing Settings

In-session Landing Pages customize what page a user sees after they complete an action in DocuSign. OIT has prepared UNLV specific landing pages that we recommend all accounts use. You may also host your own landing pages.

Setting	Page
Signing Completed	https://www.it.unlv.edu/esign/postsigning/step-complete
Viewed completed, voided, or declined envelope	https://www.it.unlv.edu/esign/postsigning/step-complete
Finish Later	https://www.it.unlv.edu/esign/postsigning/finish-later
Declined	https://www.it.unlv.edu/esign/postsigning/declined
Session Timeout	https://www.it.unlv.edu/esign/postsigning/timeout

Watermark Configuration sets a watermark on in-progress documents to remind signers that a document is not final. This can be useful if a signer takes a screenshot of a document, or downloads it before it is completed.

Setting	Explanation	Recommended Value
Auto-Navigation	This selects the document navigation option signing recipients see for their initial review of documents during a signing session. The selected option controls the navigation behavior as the recipient steps through the fields.	Navigate required fields
Allow recipients to view mobile-friendly documents with responsive signing	This enables responsive signing for recipients. When selected, senders can choose to send mobile-friendly, responsive documents. Senders can also preview documents as a desktop, tablet, or mobile user prior to sending.	On
Require a reason when a recipient declines to sign	Requires a user to enter a decline reason. If this is off, the prompt still appears, but is not required.	Off
Allow recipients to sign on paper	Allows a user to print out a document to sign on paper, then re-upload to DocuSign.	Off
Allow senders to override sign on paper	Allows a sender to enable/disable signing on paper for a specific document	Off
Allow recipients to sign on a mobile device	When selected, signers can use a mobile device to sign documents.	On
Allow recipients to change signing responsibility	When selected, the signer can change the signing responsibility to another person or have the envelope signed by a delegate.	On (to allow delegation)
Allow senders to override change signing responsibility	When selected, allows senders to override the change signing responsibility setting when sending envelopes.	On (to allow senders to override delegation on an envelope basis)
Allow recipients to edit documents	Allows a sender to allow a signer to request changes to a document using markup tools. Changes must be approved by all signers. See Allow Signers to Negotiate Changes with Document Markup for more information.	Off
Allow recipients to create a DocuSign account	When selected, this option allows recipients to create their own DocuSign account after they have finished signing.	Turn this setting off. UNLV signers are automatically created an account to reduce confusion.
Allow offline signing on a mobile device	When selected, this option allows users to create, send, and sign documents using the DocuSign mobile applications while offline.	Off
Allow recipients to sign documents offline on a mobile device	When selected, documents that are signed with the DocuSign mobile app using offline signing are synchronized with this account.	Off
Ask for confirmation if recipients try to leave an active signing session	When selected, a prompt appears if signers try to exit the browser, change the URL, or reload the signing session page but have not completed their signing session.	On
Remind recipients to finish the signing session after they fill in required fields	When selected, a slide-up bar notifies the signer that they need to select FINISH after completing all tabs in a signing session.	On
Allow recipients to assign delegated signer	For more information about using delegated signing, refer to Delegated Signing. If this setting is on, Allow recipients to change signing responsibility must also be on.	On
Apply the following formats to the Date Signed field	Sets how the Date Signed field will be populated.	Default is MM/dd/yyyy with no time.
Signature	Sets if a DocuSign frame will appear around a signature.	Add DocuSign frame is strongly recommended
Supplemental Documents	See the Send Supplemental Documents guide for more information.	Set for your account's needs. These settings only set the default for envelopes and can be changed by senders.
Attach documents to completion email	When selected all the completed documents are included in the completed email sent to senders and signers as PDF file attachments.	On by default, but consider turning Off if sending or requesting sensitive information such as PII data during the signing process. Even if this setting is Off all signers will get a completion email with a link to retrieve the document.
Attach certificate of completion to envelope	When selected, when an envelope is downloaded as a Combined PDF, the Certificate of Completion is included at the end of the file.	Off
Suppress emails to embedded signers	Used in custom integrations	Off
Send completion emails to embedded signers	Used in custom integrations	Off
Allow account users to decide if they should send a link or attach a PDF	This option selects the default account setting for how self-signed documents (documents sent using the Sign a Document option) are presented to the email recipients.	Off
Deliver self-signed email notifications by	This option selects the default account setting for how self-signed documents (documents sent using the Sign a Document option) are presented to the email recipients.	Link

Sending Settings

Setting	Explanation	Recommended Value
Default font for fields	Sets the default font and size for fields on DocuSign documents.	Default
Enable formula field (calculated field)	See Calculated Fields for more information.	On
Enable conditional fields	See Conditional Fields for more information.	On
Enable conditional routing	See Conditional Routing for more information.	On
Allow admins to share custom fields	This allows administrators to share custom fields they created with other users in the account.	On
When an envelope is sent, write the initial value of the field for all recipients	When selected the initial value in a field is written to the document for all recipients when the envelope is sent.	Off
Allow SMS delivery to recipients	This is a paid add-on. Allows SMS delivery of documents.	Off
Allow fax delivery to recipients	This allows senders to send documents through DocuSign and have recipients receive the documents by fax.	Off
Enable signer attachment field	If selected, account senders can add the Signer Attachment field to a document.	On
Allow signers to add multiple attachments per field	If selected, a signer can add multiple attachments to a Signer Attachment field.	On
Append attachments to the document with the attachment field	If selected, when a signer uploads an attachment, the document is inserted into the envelope directly after the document with the Signer Attachment field. If this option is not selected, then any signer attachments are included at the end of all documents in the envelope.	On
Document Visibility	See Document Visibility	Sender can set "must sign to view, unless sender"
Allow sender to specify document visibility	^	On
Allow senders to require signers to upload a new image to sign or initial	When selected, senders can select this option to require signers to upload a new image to sign or initial each time they sign a document.	Off highly recommended
Prevent users from forwarding completed envelopes	When selected, the 'Forward' option for completed envelopes is hidden in the sending experience.	Off (users can download PDFs)
Enable signature stamp field	When selected, senders on the account can see the Stamp field and add it to documents and templates. DocuSign Stamps enables customers in varying markets, cultures, roles, and industry verticals to apply a stamp to be representative of their signature, official approval, or company acknowledgment to documents.	Off
Allow sender to download form data	This allows senders to download the data in a document to a CSV file.	On
Enable custom email and language for each recipient	If selected, senders have the option to specify a custom email message and select the display language for each recipient on an envelope. See this help guide for senders for more information on using this option.	On
Allow senders to add recipients from this account's User Directory	If selected, senders will be able to search against the names and email addresses of all active users on the account and add those users as recipients.	On is recommended if you have many users from your team in DocuSign.
Enable envelope copy with field data	If selected, senders have the option to create a copy of an envelope and retain any information entered into fields when the envelope was created.	Off is recommended if you use a lot of templates to encourage users to utilize templates instead of copy
Enable PDF/A Conversion and Compliance	If selected, all new uploaded documents in envelopes are saved as PDF/A, an ISO-standardized version of PDF designed for the archiving and long-term preservation of electronic documents. For more information about this setting, see PDF/A Conversion and Compliance.	On
DocuSign Feedback	If selected, senders on the account will receive occasional surveys within the DocuSign application to collect their feedback on the sending experience.	Off
All Recipient Roles	See Recipient Roles	All On
Require a template for all envelopes sent from this account	Requires all document start with a template. Disables one-off signature requests.	Depends on your team's usage. You may want to start with this setting On as you train your users.
Document Sources	Allows cloud services to upload documents.	Only enable Google Drive

Identity Verification

Contact OIT for assistance with these settings.

Email Preferences

See Set Default Email Notification Preferences for New Users.

Email Archive Configuration

Enables a copy of all envelopes sent from this account to be copied to an email for external archiving. See Email Archive Configuration.

Custody Transfer

Enables automatic transfer of envelope ownership. See Custody Transfer Rules.

Document Retention

Set your account's document retention policy or purge individual envelopes. Purging permanently removes documents from completed, declined, and voided envelopes. For more information on this process, see Document Retention.

Legal Disclosure

An Electronic signature legal disclosure is a disclosure signers must agree to before electronically signing a document. DocuSign provides a mechanism to collect these agreements before signing. UNLV does not require the use of an Electronic signature legal disclosure. However, a disclosure may be useful if you frequently have non-UNLV signers and want to advise them on how to contact your department to receive copies of documents.

By default, the legal disclosure will be disabled. If you wish to enable it, follow instructions from DocuSign Support to utilize their pre-built disclosure.

Reminders and Expiration

Expiration refers to an in-progress envelope, how much time has passed before the envelope is expired and invalidated. See Reminders and Expirations.

Comments Settings

Comments can help users complete transactions by enabling recipients to ask and answer questions about specific sections of documents in envelopes. See Settings to Allow Comments on Documents and Envelopes.

Document and Envelope Custom Fields

See Document Custom Fields and Custom Fields for Envelopes

Integrations

Configures custom integrations with DocuSign. These settings will be customized to your integration.

Agreement Actions

Allows admins to set up basic workflows for envelopes, such as uploading completed envelopes to Google Drive. See Automate Common Post-Signature Tasks with Agreement Actions.

Need Additional Help?

For additional assistance, please visit the DocuSign knowledge base for additional articles. You can also contact the IT Help Desk.