This document covers the configuration of default sending settings, including default signing order, default signing expiration period, default auto-reminder frequency, verifier rename settings, stamp control, attachment control, signed file merging, and forced reading settings.
1. Set Default Sequential Signing
1.1. Overview
In Nota Sign, you can choose whether to enable sequential signing by default based on your team’s or personal signing preferences. When this setting is turned on, the “Require sequential signing” option will be automatically enabled whenever you create a new envelope or template—eliminating the need to manually configure it each time and helping ensure consistency and efficiency in your signing workflows.
1.2. How to Configure
- Go to Admin → Sending Settings.
- Under Recipient Settings, scroll to the bottom of the page and locate the “Default to sequential signing” option.
- If enabled: The “Require sequential signing” option will be on by default when creating new envelopes or templates.
- If disabled: The “Require sequential signing” option will be off by default when creating envelopes or templates.
- Click Save to apply your settings.
Note: If you create an envelope from an existing template, the signing order will be determined solely by the template’s configuration and will not be affected by this default setting.
2. Set a Default Signing Expiration Period
2.1. Overview
To ensure signing workflows move forward efficiently and prevent documents from remaining unsigned indefinitely, Nota Sign allows you to predefine a default signing expiration period for envelopes. This setting is automatically applied to all newly created envelopes, requiring recipients to complete signing within the specified number of days. Envelopes that exceed this timeframe will expire automatically. By standardizing this setting, you can better manage workflow timelines and reduce manual oversight.
2.2. How to Set a Default Signing Expiration Period
- In the left-hand navigation menu, click Admin, then select Sending Settings.
- Under Signing Expiration, enter the number of days recipients have to sign the document after the envelope is sent.
- Click Save. The new expiration period will apply to all envelopes you send going forward.
3. Set Default Auto-Reminder Frequency
3.1. Overview
To help ensure timely signing of envelopes, administrators can enable the auto-reminder feature for a workspace and customize both when reminders start and how frequently they are sent—striking the right balance between keeping signers on track and avoiding unnecessary notifications.
3.2. Configure Auto-Reminders
- In the left navigation menu, click Admin, then select Sending Settings.
- Customize reminder frequency: After an envelope is sent, the system will automatically send signing reminders to recipients who haven’t completed their action, at the interval you specify (e.g., every 2 days).
- In standard (parallel) signing: All unsigned recipients receive reminders according to the set frequency.
- In sequential signing:
- Only the current recipient in the signing order receives reminders.
- Recipients who have already signed will not receive any further reminders.
- Subsequent recipients begin receiving reminders only after the previous signer completes their step—and then follow the same reminder schedule.
- Click Save Changes. Once saved, all new envelopes created by members of this workspace will include automatic reminders for recipients.
Note: Reminders are sent only under the following conditions:
- The envelope is still within its validity period;
- The recipient has not yet completed signing.
If the envelope expires or the recipient finishes signing, reminders stop automatically.
Additionally, if your reminder interval extends beyond the envelope’s expiration date, reminders will cease as soon as the envelope becomes invalid.
4. Allow Signer Name Change Settings
4.1. Overview
In some signing scenarios, the recipient name entered by the sender may differ from the recipient’s ID document name or commonly used signature name.
Administrators can configure whether recipients are allowed to change their name during the signing process in Send Settings. This setting applies to newly created envelopes, templates, and bulk send workflows in the current workspace, helping organizations maintain consistency between recipient names and identity verification information.
Administrators can configure the following two options:
- Allow recipients to change their name by default: Controls whether recipients are allowed to change their name by default in newly created envelopes, templates, or roles.
- Allow senders to adjust this setting when sending an envelope: Controls whether senders can modify this setting for individual recipients when creating an envelope.
4.2. How to Configure?
- Log in to the Nota Sign workspace.
- Click Management - Send Settings.
- In Send Settings, find the Advanced Settings section, then locate Allow verifiers to change their name by default. Administrators can choose whether to keep this option selected.
- To allow senders to adjust this setting when creating an envelope, select Allow senders to adjust this setting when sending an envelope.
- Click Save to complete the configuration.
5. Stamp Control Settings
5.1. Enable Stamp Control
After enabling stamp control, the sender can configure stamp usage permissions for the recipient. When “Allow only authorized stamps” is checked, recipients cannot upload other stamps.
- Log in to the Nota Sign workspace;
- Click Admin in the top navigation bar to enter the Admin Console;
- Click Sending Settings in the left menu to enter the Sending Settings management page;
- Check Enable Stamp Control, and choose whether to use authorized stamps only or allow uploading other stamps as needed.
5.2. Configure Stamp Control During Envelope Creation
Drag the stamp control to define the recipient’s stamp signing area when creating an envelope.
- Initiate a signing process;
- Drag the Stamp control into the signing area;
- In the Usage Scope section, you can adjust the stamp usage permissions for the recipient of this envelope.
⚠️ Note: Once stamp control is enabled, it will take effect as the default configuration. You can also modify stamp permissions for each recipient individually when creating a single envelope.
6. Attachment Control Settings
6.1. Enable Attachment Control
- Log in to the Nota Sign workspace;
- Click Admin in the top navigation bar to enter the Admin Console;
- Click Sending Settings in the left menu to enter the Sending Settings management page;
- Check Enable Attachment Control, and set the maximum number of attachments that recipients are allowed to add as needed.
6.2. Configure Attachment Control During Envelope Creation
- Initiate a signing process;
- Drag the Attachment control into the signing area;
- In the Usage Scope section, you can adjust the maximum number of attachments that recipients can upload in this envelope.
⚠️ Note: Once attachment control is enabled, it will take effect as the default configuration. You can also modify the attachment count limit for each recipient when creating a single envelope.
7. Signed File Merging Settings
If you want to obtain the signed file along with the audit report upon completion of signing, you can configure the file merging setting in Sending Settings.
- Click Admin, and find Sending Settings in the left menu.
- Locate the Document Settings module at the bottom of the page.
- Configure Merge multiple signed files into a single file upon signing completion.
- Unchecked: Files remain separate. Signed files and audit reports will exist as independent files.
- Checked: Merged archiving. The system will automatically merge all signed files and audit reports into a single PDF document.
Note: This feature is only applicable to envelopes that do not require a digital signature.
8. Forced Reading Settings
You can configure forced reading settings for envelopes.
- In Admin > Sending Settings, you can configure forced reading for envelopes.
💡 Note: You can set the fixed reading time to between 1 and 3600 seconds.
- When initiating a signing process, you can configure forced reading in Customize > Add Reading Requirement.
