Additional Workflow Settings

Additional Settings

The Additional Settings screen allows you to configure optional envelope-level preferences before completing the signing process. These settings help control document appearance, reminders, communication language, and supporting attachments.

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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.

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1. Additional Settings

Apply Watermark

Enables a watermark to be applied to the document. Watermarks help visually indicate document status or confidentiality. This setting does not affect the legal validity of the signed document.

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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2. Attach Supporting Document(s)

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

Description (Optional)

Enter a brief description explaining the purpose of the attachment. This helps clarify why the document is included.

Add Attachment

Click Add Attachment to upload supporting documents. These documents:

• Are shared with the signer

• Do not require signatures

• Are not included in the signing workflow

Typical examples include annexures, reference material, or internal notes.

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Navigation Controls

Document Preview

Returns you to the document preview screen.

Save as Draft

Saves the envelope with all current settings. The envelope can be edited and completed later.

Next

Proceeds to the signing step.

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Common Questions

Are supporting documents legally signed? No. Supporting documents are provided for reference only and are not signed or sealed.

Can I add multiple supporting documents? Yes. Multiple supporting documents can be attached to the same envelope.

Can I change reminder settings after sending the document? Reminder behavior depends on account configuration. In most cases, reminder settings must be defined before completing the process.

Does the email message affect the audit trail? No. The email message is included in notifications only and does not impact the audit trail or document integrity.