Apply Expiry and Reminder Settings in Contract Envelopes from DocuSign Account

If DocuSign is your e-signature provider, you have the option to default the expiry and notifications settings in the contract envelopes from the DocuSign account. If the Apply account level reminders and expiration settings check box is selected in the Manage Electronic Signature UI, the contract documents that are sent for signature will have the values defaulted. The check box is deselected by default.

DocuSign Account Setting

Contract Document Reminder and Expiration Settings

You don't need to enter the expiry and reminder settings for every contract document because the values are already defaulted from the DocuSign account.

Steps to Enable

Check the Apply account level reminders and expiration checkbox in the Manage Electronic Signature UI for the solution provider DocuSign to automatically default the account level reminder and expiry settings in the contract document.

Manage Electronic Signature for DocuSign