DocuSign Settings Recommendations

Recipient Authentication Settings

Authentication Settings

Disable Recipient Authentication for this account

If enabling, please ensure an understanding of the implications, particularly with regard to Other Party Signatories. By default, DocuSign does not require Signers to have DocuSign accounts, and this is one of the reasons it is so universally accepted.

Password Rules

Password Security

N/A

Use the default or whatever is appropriate for the organization’s security policies.

Allow user to edit their name

User Personal Information

Disable

If Signers are using logins on the integrated DocuSign account, this could potentially create a mismatch between DocuSign and symplr Contract users.

In Session Landing Pages

Signing Experience

N/A

Watermark Configuration

Signing Experience

N/A

Auto-Navigation

Signing Experience

N/A

Although any of these selections are okay, Navigate Required Fields is generally what symplr Contract uses for testing, and it improves user experience.

Require a reason when a recipient declines to sign

Recipients

Enabled

This reason will be recorded in symplr Contract. Requiring this field better documents the reasons why a particular workflow needed to be retracted or canceled.

Allow recipients to sign on paper

Recipients

Disabled

If the recipient understands how to complete the upload process using DocuSign, the merger of ink and digital signatures will work seamlessly. If the recipient decides to mail, email, or fax the document back, though, it will require a great deal of work to correct everything.

Allow senders to override sign on paper

Recipients

Disabled

If the recipient understands how to complete the upload process using DocuSign, the merger of ink and digital signatures will work seamlessly. If the recipient decides to mail, email, or fax the document back, though, it will require a great deal of work to correct everything.

Allow recipients to sign on a mobile device

Recipients

N/A

Allow recipients to change signing responsibility

Recipients

Disabled (strong recommendation)

These changes will generally not sync with symplr Contract.

Allow senders to override change signing responsibility

Recipients

Disabled (strong recommendation)

These changes will generally not sync with symplr Contract.

Allow recipients to edit documents

Recipients

Disabled

The DocuSign markup will sync with symplr Contract, but using it effectively will require some degree of planning and training. Ideally, all negotiations would take place in symplr Contract prior to the Signature Phase.

Allow recipients to create a DocuSign account

Recipients

N/A

Allow offline signing on a mobile device

Recipients

N/A

This setting refers to users associated with the DocuSign account.

Allow recipients to sign documents offline on a mobile device

Recipients

N/A

This setting refers to envelope recipients who aren’t users on the account.

Ask for confirmation if recipients try to leave an active signing session

Recipients

N/A

Remind recipients to finish the signing session after they fill in required fields

Recipients

N/A

Allow recipients to assign delegated Signer

Delegation

Disabled (strong recommendation)

This is conceptually similar to proxy functionality in symplr Contract, which is the preferred way to handle any Out of Office time. Any envelopes with delegated Signers processed through DocuSign will not sync correctly.

Apply the following formats to the Date Signed field:

Document Formatting

N/A

Signature Adoption Configuration (link)

Signature

Lock Recipient Name

N/A on all other settings

Name typos should be corrected in symplr Contract. A name mismatch between symplr Contract and DocuSign will not cause a technical sync failure, but it will result in two distinct names in the two systems.

Apply the selected format to the Signature field

Signature

N/A

Attach documents to completion email

Envelope Delivery

N/A

Attach certificate of completion to envelope

Envelope Delivery

N/A

The certificate will not automatically sync back to symplr Contract, but it will be available in the DocuSign account.

Suppress emails to embedded Signers

Envelope Delivery

N/A

symplr Contract does not support embedded signing, where signing takes place within a host application. It only supports remote signing, where Signers have the option of referencing envelopes in their own DocuSign accounts.

Send completion emails to embedded Signers

Envelope Delivery

N/A

symplr Contract does not support embedded signing, where signing takes place within a host application. It only supports remote signing, where Signers have the option of referencing envelopes in their own DocuSign accounts.

Default font for fields

Fields and Properties

N/A

Enable formula field (calculated field)

Fields and Properties

N/A

Enable conditional fields

Fields and Properties

N/A

Allow Admins to share custom fields

Fields and Properties

N/A

When an envelope is sent, write the initial value of the field for all recipients

Fields and Properties

N/A

Allow fax delivery to recipients

Fields and Properties

Disabled

If the recipient understands how to complete the upload process using DocuSign, the merger of ink and digital signatures will work seamlessly. If the recipient decides to mail, email, or fax the document back, though, it will require a great deal of work to correct everything.

Enable Signer attachment field

Fields and Properties

Disabled

These attachments won’t prevent syncing, but the attachments themselves will not sync back to symplr Contract. The attachments will be available in the DocuSign account.

Document Visibility

Fields and Properties

N/A

DocuSign considers this a premium feature, and it therefore won’t be available on all accounts. Customer-owned accounts can contact DocuSign to upgrade to make use of this.

Enable draw new signature for each signature or initial field

Fields and Properties

N/A

Allow senders to require Signers to upload a new image to sign or initial

Fields and Properties

N/A

Prevent users from forwarding completed envelopes

Fields and Properties

N/A

Enable signature stamp field

Fields and Properties

N/A

Enable signature stamp field

Fields and Properties

N/A

Enable including the Envelope ID on the document

Fields and Properties

N/A

Automatically replicate information in fields with the same Data Label

Fields and Properties

N/A

Allow sender to download form data

Fields and Properties

N/A

Enable custom email and language for each recipient

Fields and Properties

N/A

This can only be manually edited in the DocuSign UI, and it will not affect the sync.

Allow senders to add recipients from this account's User Directory

Fields and Properties

N/A

Enable envelope copy with field data

Fields and Properties

Disabled

While some users might find a use for this feature when complex envelopes get declined, all of that work would need to take place outside of symplr Contract (solely in DocuSign) and then be added to symplr Contract after the fact. No copies of envelopes would ever sync automatically back to an symplr Contract workflow.

Enable bulk recipients

Recipient Roles

Disabled

No bulk sending (sending independent copies of a single document to many people) of any kind will sync with symplr Contract.

Enable needs to view role

Recipient Roles

Enabled (strong recommendation)

Any use of sequenced non-signatory participants (e.g. Reviewers and Approvers) in a DocuSign Signature Phase requires that this be enabled. If the setting is disabled, and non-signatory participants are sequenced, the envelope will not send to Docusign correctly, and an error will appear.

Enable specify recipients

Recipient Roles

Disabled (strong recommendation)

Modifying the recipients and the sequence of those recipients is likely to cause a problem syncing the envelope back to symplr Contract.

Enable allow to edit recipient

Recipient Roles

Disabled (strong recommendation)

This option gives a recipient the ability to edit the entire envelope (documents, recipients, expiration rules, etc.). Depending on what changes are made, it is probable that a syncing issue with symplr Contract could be created. A safer approach would be for the Phase Manager or Admin starting the digital Signature Phase instead reach out directly to the would-be envelope editor to discern any envelope setting details that only they can provide.

Enable update recipients

Recipient Roles

Disabled (strong recommendation)

This option allows an envelope recipient to change future recipients, which could cause a syncing issue with symplr Contract.

Enable in person (hosted) signing role

Recipient Roles

Disabled (strong recommendation)

As this affects the participant roles, it is likely to create a problem with syncing back to symplr Contract.