Configure the Envelope Options

You can enable or disable these options for the envelope:

• Show signer list to signers

Select this option to enable envelope signers to view the signer list as they're signing the envelope.

• Send completed envelope to each signer

Select this option to send a copy of all signed documents to each signer once the envelope is completed by all signers.

• Send your contact info in email

Select to send your name and email address in the new envelope email the signers receive.

• Allow Internal Forwarding

Select to enable an Internal Signer to forward the envelope to another Internal Signer.

• Allow External Forwarding

Select to enable an External Signer to forward the envelope to another External Signer.

• Reject Envelope Reason

Select to require the signer to include a rejection reason if they reject an envelope.

To configure the options, access Designer.

1. Launch TrueSign. The Home page is displayed.
2. Click the My Envelopes tab. Existing envelopes are listed.
3. Locate the envelope to configure.
4. Click the Design button. The Designer interface is launched. 

5. Select the options to apply to the envelope.

You can click the chevron to collapse this pane.