Additional Workflow Settings

Additional Workflow Settings

The Additional Workflow Settings screen allows the initiator to configure optional, envelope-level preferences before the document is sent for signing. These settings apply to all participants in the workflow and help control communication, reminders, document appearance, and reference materials.

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Screen Overview

This screen is divided into two sections:

• Additional Settings

• Attach Supporting Document(s)

Navigation controls are available at the bottom of the screen to move forward or return to the previous step.

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1. Additional Settings

Apply Watermark

Enables a watermark to be applied to the document. Helps visually indicate confidentiality or document status. Visible to all participants.

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Reminder

Controls automated reminder notifications for participants who have not completed their action.

Options may include:

• Don’t Remind

• Periodic reminders (based on configuration)

Useful for ensuring timely completion in multi-participant workflows.

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Choose Workflow Language

Sets the language used in the signing interface. Applies uniformly to all participants. Helps ensure a consistent experience for signers.

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Email Message

Allows the initiator to add a custom message. Included in the email notification sent to all participants.

Commonly used to:

• Provide context about the document

• Share instructions or timelines

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Set Password

Allows the initiator to secure the envelope with a password (if enabled). All signatories must enter this password to access the document, adding an extra layer of security for sensitive workflows.

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Envelope Expiry

Defines an expiry date for the envelope (if enabled). After the specified date, participants will no longer be able to access or sign the document.

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2. Attach Supporting Document(s)

Supporting documents can be added to the envelope for reference purposes.

Description (Optional)

• Add a brief description explaining the purpose of the attachment

• Helps participants understand its relevance

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Add Attachment

• Upload one or more supporting documents

• These documents:

  • Are visible to all participants

  • Do not require signatures

  • Are not part of the signing workflow

• Typically used for annexures, reference material, or policy documents

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Navigation Controls

Document Preview

• Returns to the document preview and signature placement screen

Save as Draft

• Saves the envelope with all current configurations

• The envelope can be edited and sent later

Next

• Proceeds to the next step in the workflow

• The document moves forward based on:

  • Configured participants

  • Defined workflow order

  • Envelope-level settings applied on this screen

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Key Notes

• All settings on this screen apply at the envelope level

• Participant-specific signing and verification settings are handled separately

• Supporting documents are shared for reference only and are not signed