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Branding, expiry and reminder settings

Configure the entity name, signing banner colour, expiry and reminder timing.

Tip: use keywords like account, business, subscription, users, roles.

Branding, expiry and reminder settings

Branding, expiry and reminder settings

Open Settings if your role has Settings View permission. Settings apply to the current business or entity.

  • Entity display name identifies the organisation in relevant App screens and communications.
  • Brand colour controls the top banner shown in signer-facing pages and sender preview.
  • Default expiry days supplies the initial deadline for new requests.
  • Reminder days after send controls the first automatic reminder; enter 0 to disable.
  • Reminder days before expiry controls an expiry reminder; enter 0 to disable.
  • Completed document retention shows how long completed documents remain available.

Users with Settings Edit permission can save changes. Choose a readable brand colour with sufficient contrast and test a preview. Setting a reminder does not guarantee email delivery.

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