How to Configure Account-Wide Default Settings

Every request your team sends starts from the defaults, so set the defaults to your standard operating procedure and the right behavior becomes the path of least resistance. 

Setting the Defaults 

1.  Open Settings → Document Settings (under Organization). 

 2.  Set the organization's starting points: 

•  Default expiration window: e.g. 30 days. 

•  Default reminder cadence: e.g. every 3 days. 

•  Signing-related defaults for your org. 

3.  Save. Every new request begins with these values; senders adjust per request only when the situation is exceptional. 

The Payoff 

Defaults are policy that enforces itself. Nobody has to remember to add reminders; forgetting requires deliberate effort. Requests already sent keep the settings they were created with; changing defaults never rewrites history.