The Sending tab is available in the Company and Personal settings. All users can access it.
Read more about the settings page in general here.
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This article describes every setting found in the Sending tab:
- Date format
- Spreadsheet date format
- Spreadsheet currency format
- Set spreadsheet decimal precision
- Default font size measurement
- Signature request availability
- Days before first reminder
- Days between reminders
- Days before expiration reminder
- Envelope expiration reminder to sender
- Send reminder until expiration to sender
- Send individual signature notifications
Data format
Date format
The Date format setting provides the ability for a user to configure how the date should be shown in the RSign interfaces, envelopes tab, and in the document shared with the recipients. You can select from a wide variety of options.
Spreadsheet date format
The Spreadsheet Date Format setting provides the ability to define how dates in an uploaded Excel file are displayed and processed. This setting ensures consistency in date formatting, regardless of how the dates were originally formatted in the Excel file.
- If Y is selected, all dates in the uploaded Excel file are automatically converted to the selected date format.
- If N is selected, the default server format is applied to all dates in the uploaded Excel file.
In this example, the original Excel format was dd/mm/yyyy, and the setting was configured so that the recipient receives it in the yyyy.mm.dd format.
Please refer to the following article to learn how to ensure that the Excel cells have the date format.
Spreadsheet currency format
The Spreadsheet Currency Format setting allows you to define how currency in an uploaded Excel file is displayed and processed. This setting ensures consistency in currency formatting, regardless of how it was originally formatted in the Excel file.
- If Y is selected, the chosen currency format will be applied to all currency figures in the uploaded Excel file on the document signing page.
- If N is selected, the server's default currency format will be applied to all currency figures in the uploaded Excel file.
Set Spreadsheet Decimal Precision
The Set Spreadsheet Decimal Precision setting allows you to define the number of decimal places to display for uploaded Excel files.
Note: This setting is only visible if the Spreadsheet Currency Format setting is set to Y.
Default font size measurement
The Default font size measurement setting provides you the ability to specify the font size in Points or Pixels when adding control fields when preparing an envelope, as in the image below. Changing the size can help better align or render the text entered in control fields.
Reminders
Signature Request Availability
The Signature Request Availability setting provides the ability to specify the timeframe for which the document is available for e-signature. The default option is 30 days.
Once the time has elapsed recipients would see the following message upon clicking the View and Sign button in the signature request email:
“This envelope is expired. The document sent for signature is expired. Please contact the sender for more information or to have them resend an updated version.”
Days before first reminder
The Days before first reminder setting provides the ability to choose the number of days that should pass before a reminder is sent to the recipient if they have not yet signed a document. You can select either Days or Weeks in the drop-down menu to specify the time before the first reminder.
Note: RSign sends pending reminder emails only for envelopes whose status is Waiting for Signature. No reminders are sent for envelopes that are in Incomplete & Expired, Terminated, and Transaction Cancelled status.
Days between reminders
The Days between reminders setting provides the ability to specify how many days or weeks should go by before the next reminder is sent to the recipients to sign the document. A maximum of 3 reminders are sent.
Note: RSign sends pending reminder emails only for envelopes whose status is Waiting for Signature. No reminders are sent for envelopes that are in Incomplete & Expired, Terminated, and Transaction Cancelled status.
Days before expiration reminder
The Days before expiration reminder setting provides the ability to specify how many days or weeks before the envelope expiration date should the recipient be reminded that the envelope is soon to expire.
Note: RSign sends pending reminder emails only for envelopes whose status is Waiting for Signature. No reminders are sent for envelopes that are in Incomplete & Expired, Terminated, and Transaction Cancelled status.
Envelope expiration reminder to sender
The Envelope expiration reminder to sender setting allows you to configure when the sender is to get a reminder that the document is about to expire.
The setting has two values: Y and N. To enable it, select the Y value. Next, select when the reminders should be triggered: Enter the corresponding number in the numeric field, and select Days or Weeks from the dropdown.
Send reminder until expiration to sender
The Send reminder until expiration to sender setting allows you to configure how the the sender is to be reminded that a sent envelope is about to expire.
The setting has two values: Y and N. To enable it, select the Y value. Next, select how the reminders should be triggered:
- One email per envelope: If this option is selected, the sender will receive one reminder email per expiring envelope.
- One email for all expiring envelopes: If this option is selected, all expiring envelopes will be added to one single email reminder.
The image below shows an example of One email per envelope.
Send individual signature notifications
The Send individual signature notifications setting provides the ability for the sender to receive an email notification each time someone signs a document and to download the partially signed document. If a document is sent to multiple recipients, the sender will receive a notification after each of them signs.
- If the Y (enabled) option is selected, the sender will receive an Electronic Signature Notification email notification whenever a recipient signs the signature request. After the last recipient signs, the sender will receive a Document Signed email notification.
- If the N (disabled) option is selected, the sender will only receive one notification, Document Signed, when all the recipients have signed the document.