Edit Electronic Signature Envelope Configurations for Contracts

Using the Electronic Signature Envelop Config the system admin can define the default reminders and expiration timeframes for envelopes submitted for e-signature.

Note This Electronic Signature Envelope Config setup is only applicable if the Signature Settings are not defined in the Contract Type Config.

1. From Setup, in the Quick Find box, enter Electronic Signature Envelope.
2. Click Electronic Signature Envelope Config.
3. Click the dropdown and select Edit.
4. Enter these details:
   1. Target Object Name: <select your object>
   2. Vendor: DocuSign
   3. Activate Expiration Enabled and set the Expiration Period and Expiration Warning Period.
   4. Activate Reminder Enabled and set the First Reminder Period and Reminder Interval Period.
   5. Select Vendor Default Notification Enabled.
   6. Save your changes.