GUIDE
To hide emails on an audit trail page
select the dedicated checkbox (below adding partners section there’s additional options button)
To hide audit trial page for partners
select the dedicated checkbox (below adding partners section there’s additional options button)
To protect a document with password
select the right checkbox and enter a desired password.
Note: The selected password must be sent to your partner(s) separately for optimal security.
To set document expiration date
select the dedicated checkbox and set the date to which the document could be edited and signed. You can also set a reminder so all partners participating in the process will be notified of the upcoming expiration date set for editing and/or signing.
You can also add expiration if a document has not yet been executed
If a document has not yet been signed, go to the tab “Recent”, “Waiting for you” or “Waiting for Partners”, then expand the document menu hidden in three prongs in the upper right corner of the document.
Select the Set Expiration Date option and set an expiration date.
Note: Once the expiration date elapsed, the document will be purged. All parties will no longer have access to this purged document. The process will need to re-initiated.
If you’re still having trouble, please email support@signonthego.us and one of our support staff will be able to assist you further.