Default settings for DocuSign

The steps below show you how to edit the DocuSign default settings in User Defaults.

Any of these default settings can still be edited at the time of producing an envelope to send.
You're able to:

• Set the default Reminder Delay
• Set the default Reminder Frequency  
• Edit the default Email Subject 
• Edit the default Email Body
• Add a DocuSign user
• Add a Signatory for users to sign on behalf of the Landlord

This article includes: 

• Reminder Delay and Reminder Frequency
• Edit Email Subject and Email Body
• Adding a DocuSign user
• Agency signs on behalf of the Landlord

Reminder Delay and Reminder Frequency

You can change the default time period for DocuSign reminder emails to be sent by specifying the number of days delay before the first email reminder is sent (Reminder Delay) and also the frequency of the reminder emails afterwards (Reminder Frequency).

The number of days can be edited from the DocuSign envelope before sending the document to the recipients.

1. Click Defaults on the main toolbar
2. Click User Defaults on the dropdown menu
3. Click Data Services
4. The Data Feed Service Settings displays. Click on DocuSign
   1. Add the number of days to both the following reminders:
      • Reminder Delay - Period in days before the first reminder email is sent 
      • Reminder Frequency - How many days elapse before subsequent reminder emails are sent
   2. Click X to close
5. Click Save and Exit
6. Click Close

Edit Email Subject and Email Body

You can add a standard email subject and email body text to appear when producing your DocuSign envelope. These messages can be edited at the time of sending your document. 

1. Click Defaults on the main toolbar
2. Click User Defaults on the dropdown menu
3. Click Data Services
4. The Data Feed Service Settings displays. Click on DocuSign
   1. Edit the text in both text fields
      • Email Subject - Appears as the subject line on an email when it is sent
      • Email Body - Appears in the body of text of an email when it is sent
   2. Click X to close
5. Click Save and Exit
6. Click Close

Adding a DocuSign user

1. Click Defaults on the main toolbar
2. Click User Defaults on the dropdown menu
3. Click Data Services
4. The Data Feed Service Settings displays. Click on DocuSign
   1. Click Add User
   2. Select the user from the dropdown menu. The email will automatically populate
   3. Press Tab on your keyboard to select the Password box. Enter a Password - at least 6 characters and not containing < or >
   4. Click X to close
   1. Click Close
5. Click Close

The user will receive an Activation email from DocuSign. Click the link in the email to activate the account and login using the Password you created in the above steps.

Agency signs on behalf of the Landlord

If your agency signs on behalf of their Landlord, a DocuSign user can become a DocuSign Signatory.

1. Click Defaults on the main toolbar
2. Click User Defaults on the dropdown menu
3. Click Passwords
   1. Double click the user you want to give authority to sign on behalf of the Landlord
   2. The Details tab displays. Click to tick the DocuSign Signatory box 
   3. Click Save and Exit
   1. Click Close
4. Click Close