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 and change the date format of your documents:
Mute SignWell Branding
You also have the ability to mute SignWell branding, which when enabled (switch the toggle from "no" to "yes"), removes most of the SignWell branding from recipient emails and the final document download dialogue:
Signature & Initials Preferences
To enforce that all signatures you receive from your recipients are always either drawn, typed, or uploaded, make adjustments in the Signature & Initials Preferences section of your Account Settings:
In this section, you can also disable the "Apply Everywhere" setting which allows recipients to apply signatures and initials in every required field with one click.
If disabled, recipients will need to manually sign and initial each field:
The Document ID is shown at the bottom of every page of completed PDF's:
To prevent this, you can choose to disable this setting in the Document Preferences section of the Account Settings:
Separate Completed Document Files
If you have uploaded and sent multiple attachments together as one document, or if you'd like to separate the audit file from the rest of the completed document, then you can enable this in your Account Settings and prevent the completed files from being merged into a single PDF:
Instead, the files will be sent in the "your document has been completed" email as separated files to the document sender and CC'd contacts:
The separated files can be downloaded from the email that was sent to you, or as a Zip file from your documents dashboard or the document's preview page:
Document Link Expiration Setting
By default, your documents will expire after 30 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."
Still have a question? Reach out to us here: email@example.com.