Using Your Account Settings

You can make specific changes to your account within your Account Settings. 

To access your Account Settings, click on the icon at the top right side of your Documents list dashboard: 

Account Name & Date Format

From here, you can edit your Account name ( you'll need to change it in your Contacts section as well if you want it to update in your profile) and change the date format of your documents: 

Mute SignWell Branding

You also have the ability to mute SignWell branding, which when enabled (switch from "no" to "yes"), removes most of the SignWell branding from recipient emails and the final document download dialogue: 

Signature & Initials Preferences

Additionally, if you'd like to enforce that all signatures you receive from your recipients are always either drawn, typed, or uploaded, you can disable/enable these settings in your Account Settings.

You can also disable the "Apply Everywhere" setting which allows recipients to apply one signature to all the signature fields with one click.

Automatic Reminders & Audit Report Settings

Under "Document Preferences", you can turn on/off the automatic reminders that can be sent to your recipient if a document hasn't been completed. 

You can also change the settings for the Document Audit information that is included in the final version of your documents by preventing the document ID from showing at the bottom of every page and/or by preventing audit files from being attached to the bottom of completed documents: 

Document Link Expiration Setting

By default, your documents will expire after a certain number of days. If you'd like to adjust the number of days that your document links remain active, you can do this under "Document Link Preferences":

Redirect Your Recipients to a URL of Your Choice

Lastly, you can redirect your recipients to a URL of your choice when you enable the "Redirect to Page After Signing" feature and enter your URL. After your recipient/s sign the document that you sent them, they'll immediately be redirected to the URL that you entered:

When you're finished with your changes, be sure to click "Save Changes." 

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