How to set up document settings

Configure your entity's default document, signing, and notification settings to automate your workflow and maintain a consistent experience.

June 1, 2026

Access your document settings

To manage these defaults, you must be in the correct section of your entity settings.

• Click on your profile image in the top right corner.
• Select Settings from the dropdown menu.
• Click on Document Settings in the right-hand navigation.

Note: Document Settings are entity-level admin settings. If you are a User or Manager, you will need to ask an administrator to update these defaults for you. Many of these settings can also be overridden per document during the sending workflow.

Configure signing methods

Select the default ways you want your recipients to sign. These choices will apply to all new documents created within this entity.

• Navigate to the Signing Methods section.

• Toggle on your preferred methods, such as Sign by Hand, Sign by Typing, or Sign by SMS Code.

• Enable Automatically Add Sender Signature if you want the sender's signature included on every document by default.

• Click Save at the bottom of the section to apply your changes.

Pro-tip: Electronic Identification (e-ID) is an advanced feature. If you don't see it as an option, contact the GetAccept team to add it to your plan.

Sender signature options

The sender does not have to sign every document. You have three sender signing options that can be set per document during setup:

• Sign on send, the sender's signature is automatically applied when the document is delivered.
• Sign as recipient, the sender signs as part of the standard signing order.
• Do not sign, the sender is excluded from the signature process entirely.

If you want to disable sender signing across all documents, an admin can turn off Automatically Add Sender Signature in Document Settings. If you only want to skip the sender signature on a single document, choose Do not sign when preparing that document for sending. Account-level defaults and per-document overrides are independent of each other, so you can use whichever fits the situation.

Troubleshoot a missing sender signature on the recipient receipt

If users report that their signature no longer appears on the receipt and only the customer signature is visible, work through these checks in order:

1. Confirm Automatically Add Sender Signature is enabled in Document Settings. This setting ensures the sender's signature is added to the final PDF and signing certificate.
2. Open the original document in the Editor and check whether the sender signature element was hidden. A hidden signature element is still recorded in the signing certificate, but recipients will not see it on their copy.
3. Open the downloaded signed PDF directly to verify whether the sender signature is present in the file itself. If it is in the PDF but not in the recipient's view, the issue is display-related rather than a missing signature.

Manage recipient interactions

Control how recipients interact with your documents and whether they can delegate their signature to others.

• In the Recipient Management Settings section, toggle Enable Document Chat or Enable Comments to allow real-time collaboration.

• Toggle Allow Signature Transfer if you want recipients to be able to forward the signing rights to a colleague.

• Enable Verify with SMS Code to Open if you require a higher level of security before a recipient can even view the document.

• Click Save to lock in these settings for the entity.

Set up automated reminders

New: Contract template reminders. If you use Contracts, you can now configure reminder settings directly on a contract template. Documents created from that template inherit the template's reminder timing, and these template-level settings override the entity-level defaults described here. See Configure template-level reminders.

Automated reminders keep your deals moving without manual follow-up from your sales team.

• Scroll to Reminder Settings and toggle Enable Automatic Reminders to "On."

• Select the triggers, such as Document Not Opened or Document Not Signed.

• Define your Reminder Frequency (e.g., every 2 days) and decide if you want to Send Reminders on Weekends.

• Click Save to activate the automation.

Note: Reminders only trigger for documents that are in an "Active" state and have not yet been signed or expired.

Troubleshoot unexpected reminder behavior

If recipients report that they received a "document not opened" reminder after they had already opened the document, check the following:

1. Confirm the document's actual status in the document list.
2. Check that you have the correct trigger enabled and review which reminder triggers are active in your Reminder Settings.
3. Review the Reminder Frequency setting to confirm reminders are not firing more often than expected.

Customize notifications and global settings

Decide which actions should trigger an email alert to the document sender and manage global filing settings.

• Under Notification Settings, check the boxes for events all users want to track, such as When the Document is Signed or When a Recipient Comments.

• In Other Document Settings, set a default Document Expiration (e.g., 14 days) to create urgency.

• Use Global BCC to enter an email address (like a shared sales inbox or a CRM dropbox) that should receive a copy of every customer-facing email.

• Click Save to finalize your entity configuration.

Troubleshoot missing email notifications

If you previously received notification emails when recipients opened or signed documents and they have stopped arriving, work through these checks:

1. Open Notification Settings in Document Settings and confirm the relevant events (such as When the Document is Signed or when a recipient opens a document) are still selected. An admin or another user with access may have changed these toggles.
2. Confirm the document is in an "Active" state. Notifications only fire for active documents, not for expired, lost, recalled, or deleted ones.
3. Check your email spam and junk folders, and ask your IT team whether GetAccept emails are being filtered or blocked at the mail server level.
4. Verify the email address on your user profile is correct and active.
5. If notifications are missing for only one document, confirm that document was sent under your ownership.

Frequently asked questions

Why can't I uncheck "Automatically Add Sender Signature"?

"Automatically Add Sender Signature" is an entity-level admin setting in Document Settings. Only administrators can toggle it on or off. If you are a User or Manager, ask an admin in your entity to update it for you. As a non-admin, you can still choose Do not sign on individual documents during setup to skip the sender signature for that specific send.

Does the sender have to sign when a contract is sent?

No, the sender does not have to sign. When preparing a document, choose Do not sign to exclude the sender from the signature process. You can also disable Automatically Add Sender Signature in Document Settings to make this the default for all new documents in your entity.