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. 

Steps 

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.