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Settings

Go to Settings from the navigation to configure Sign for your organization. Changes apply immediately to new agreements.

Signing Options​

Control how recipients experience signing across all agreements.

SettingWhat it does
Auto-navigationAutomatically moves the signer between required tags, recommended for documents with many fields to prevent missed signatures
Allow reassignmentRecipients can delegate signing to another person
Allow markupRecipients can add highlights and text annotations before signing
Agreement ID stampingAdds the agreement's unique ID to each page of the document
Signer visibilityEach recipient sees only their own tags, not those assigned to other signers
Coming Soon

Screenshot: settings-signing-options, the Signing Options panel showing each toggle with its current on/off state

Authentication Defaults​

Set the default authentication method for new agreements. You can override this for individual recipients when sending.

MethodBest for
Email linkRoutine agreements, simplest experience, no extra step for the recipient
Email OTPLight additional verification using a code sent to their inbox
SMS OTPStronger verification for sensitive or high-value agreements
Access codeVerification through a separate channel, you share the code by phone or in person
Identity providerThird-party identity verification (OneID, ID.me, Clear) for regulated transactions

→ See Identity Verification for guidance on choosing the right method for different document types.

Branding​

Customize the signing experience with your organization's logo and colors. Your brand appears in invitation emails, the signing page, and completion certificates.

→ See Custom Branding for full setup instructions including logo upload, color configuration, email templates, and multiple brand profiles.

note

Custom branding availability depends on your account plan.

API Access​

API Keys​

Generate API keys to create and manage agreements programmatically.

  1. Click Generate New API Key.
  2. Give the key a descriptive name (for example, "Production" or "CRM Integration").
  3. Copy the key immediately, it is only shown once.
  4. Store it in an environment variable or a secrets manager.
danger

Never commit API keys to version control. Rotate keys regularly and revoke any key that may have been exposed.

→ See the Sign API documentation for available endpoints and request formats.

Webhooks​

Webhooks send real-time notifications to your system when agreement events occur.

Setup:

  1. Enter your webhook endpoint URL (must be HTTPS).
  2. Select the events you want to receive.
  3. Click Save.

Available events:

EventWhen it fires
agreement.sentAgreement is dispatched to recipients
agreement.viewedA recipient opens the agreement
agreement.signedA recipient completes signing
agreement.completedAll recipients have signed
agreement.declinedA recipient declines to sign
agreement.voidedThe agreement is voided by the sender
agreement.expiredThe agreement expires before all parties sign
Coming Soon

Screenshot: settings-webhook-configuration, the webhook setup form showing the endpoint URL field and the list of events with checkboxes to select

→ Payload structure and delivery details are in the Sign API reference.

Roles and Permissions​

Roles and permissions are managed at the organization level, not within Sign. Go to Organization > Members to adjust team member access. Contact your organization administrator if you need your permissions updated.

Advanced Settings​

In-Person Signing​

Enable in-person signing to let the sender hand a device to a recipient for face-to-face signing sessions. The full audit trail is maintained. → See In-Person Signing.

Completion Certificate and Audit Trail​

A completion certificate and audit trail are automatically generated for every completed agreement, there is no setting to disable them. The completion certificate can be downloaded from the agreement detail page.

Data Retention​

How long signed agreements and audit records are retained is an organizational policy decision. Consult your legal or compliance team for the retention schedule that applies to your documents and jurisdiction.