The "Documents & Contracts: Global Settings" feature is designed to give you full control over how documents and contracts are managed, delivered, and signed within your system. You can customize customer and team notifications, set invoicing preferences, and configure document settings to enhance your overall workflow and client experience. This article will explore the key functionalities and benefits of these global settings, helping you streamline the document signing process and ensure timely communication.
How to Use Global Document Settings
1. Navigate to Settings:
Navigate to Payments on the left > Documents and Contracts at the top and click on Settings located next to the New button.
2. Configure Customer Notifications:
Go to the customer notification settings and set the Email Sender details.
Choose default or custom templates for the Document Received and Document Signed notifications.
Add CC recipients for each document or set default CC recipients globally. CC recipients will get the document at the same time as the main signer and will also receive a signed copy once everyone has finished signing.
Document Expiry Warning Email: This template is used when the document is one day away from expiring.
3. Set Team Notifications:
Navigate to team notification settings and choose to toggle the option to Override Sender Details. This allows you to control the branding and identity associated with internal emails, making them easily recognizable and aligned with your organization’s communication style.
Set up email templates for Document Signed notifications for your team.
4. Adjust Product Invoicing Settings:
Enable direct payment to collect payments immediately after signing. This redirects the user to the invoice right after they finish signing, so they can pay immediately instead of waiting for the invoice to arrive by email.
Choose whether to automatically send invoices after document completion. Automatically send an invoice for the products linked to the document once it’s completed. If this option is turned off, the invoice will be created but saved as a draft instead of being sent.
5. Customize Document Settings:
For global settings, enable redirection to a custom URL for all documents and choose how the link opens (new or existing tab). Save to apply globally (unless overridden at template level).
Expiration Settings
Automatically set documents to expire if they are not completed.
This setting applies to all new documents and templates.
Check the box to notify signers via email 1 day before expiration.
For specific documents or templates, when creating or editing a Document or Document template, click Settings at the top and use the per-document settings to apply custom URL redirection.
Pro Tips
Custom Templates: Always use custom templates to ensure that your notifications and emails align with your branding and messaging. This helps maintain a professional and consistent look throughout the process.
Test Settings: Before applying changes globally, test your settings with a few documents to ensure everything works as expected, especially with redirections and invoicing.
Invoice Automation: Consider enabling automatic invoicing for better cash flow management, ensuring invoices are sent immediately after document completion.
FAQs
How do I set up the email sender details for notifications?
Go to the customer notification settings and configure the name and email address to be used for sending all notifications.Can I add CC recipients for specific documents?
Yes, you can add CC recipients for each document or set default CC recipients globally for all documents.How does the direct payment feature work?
When enabled, the direct payment feature redirects the user to the invoice page immediately after signing the document, allowing them to pay right away.What happens if I turn off automatic invoicing?
If automatic invoicing is turned off, an invoice will still be created but saved as a draft until manually sent.Can I use custom URLs for document redirection?
Yes, you can enable redirection to a custom URL either globally for all documents or on a per-document or per-template basis. You can also choose how the link opens (in a new tab or existing tab).