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Documents & Contracts: Global Settings
Configure notifications, invoicing behavior, expiry rules, and redirects so every document follows the same workflow—clean, consistent, and easy to manage.
Setting Up Documents to Follow a Consistent Process
When sending documents and contracts, it can be difficult to keep notifications, payment steps, and follow-up actions consistent across every file.
Global settings define how documents behave by default, including notifications, invoicing flow, expiry rules, and post-signing actions.
Without standard settings, each document may behave differently, leading to confusion, missed steps, or delays in signing and payment.
This guide will walk you through how to configure global document settings so your workflow stays consistent and easier to manage.
To begin, review where to access global document settings and how they apply across your account.
Access Global Document Settings
Global settings apply to your Documents & Contracts experience across your account—use them to standardize notifications, payment flow, and document behavior.
- Navigate to Payments → Documents & Contracts.
- Click Settings (next to the New button).
Follow along: Make changes here first, then override per document/template only when needed.
Configure Customer Notifications
Customer notification settings control how recipients receive document emails and who the messages appear to come from.
- Set Email Sender details (name + email address).
- Choose default or custom templates for notifications like Document Received and Document Signed.
- Add CC recipients globally (or set them per document).
- Enable the Document Expiry Warning Email (sent 1 day before expiration).
Pro tip: Keep your sender name consistent with your business brand so customers recognize the email immediately.
Set Team Notifications
Team notifications help you and your staff track document events without checking the dashboard constantly.
- Toggle Override Sender Details to align internal notifications with your branding.
- Set templates for Document Signed notifications to your team.
- Enable notifications for when a document is first viewed by a recipient.
- For multi-recipient documents, consider workflows to trigger notifications for each view.
Example: Turn on “first viewed” alerts so your team knows the moment a prospect opens a proposal—great for timing follow-ups.
Adjust Product Invoicing Settings
If your document includes products or triggers invoicing, these settings control what happens after a signer completes the document.
- Direct Payment: Redirect signers to the invoice page immediately after signing so they can pay right away.
- Automatically Send Invoices: If disabled, invoices are still created but saved as drafts until you send them manually.
Cash flow tip: Auto-sending invoices after signing can shorten the time between approval and payment.
Customize Document Settings
Document settings define what happens after signing and how long documents remain valid.
- URL Redirection: Enable a global redirect URL for all documents and choose whether it opens in a new or existing tab.
- Document Expiry Rules: Set default expiry for new documents/templates, enable 1-day expiry warnings, and auto-expire incomplete documents.
- Per-document overrides: Adjust these options inside Document Settings when creating or editing templates.
Pro tip: Use redirection to send signers to a “Next steps” page (booking, onboarding form, or payment instructions).
Why This Matters
- Consistency: Every document follows the same process.
- Speed: Faster signing → faster invoicing → faster payment.
- Clarity: Better emails and alerts reduce “what happened?” confusion.
- Control: Expiry + redirects keep documents from going stale.
Want smoother signing, faster payments, and fewer follow-ups?
Global settings help you standardize document delivery, reminders, and invoice flow—so your process stays consistent as you scale.
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Frequently Asked Questions
How do I set up the email sender details for notifications?
Go to the customer notification settings and configure the sender name and email address used for notifications.
Can I add CC recipients for specific documents?
Yes. Add CC recipients per document, or set default CC recipients globally so they apply to all documents.
How does the direct payment feature work?
When enabled, signers are redirected to the invoice page immediately after signing so they can pay right away.
What happens if I turn off automatic invoicing?
An invoice is still created, but it’s saved as a draft until you manually send it.
Can I use custom URLs for document redirection?
Yes. You can enable a custom redirect URL globally or per document/template, and choose whether it opens in a new or existing tab.
Standardize Every Document Experience
Set global defaults once—then keep notifications, invoicing, expiry, and redirects consistent across every contract, proposal, and agreement you send.
Cleaner workflow. Better follow-through.
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