How to Customize the Signing Experience

Branding is the paint; the experience is the architecture. Several levers shape exactly what your signers encounter, so set them deliberately. 

The Levers 

1.  The email message: written per request, or saved into templates so every sender strikes the same tone. 

2.  Identity verification, set per signer: none, Email OTP, or access code. Match strictness to stakes. 

3.  Expiration: deadlines create urgency and keep your pipeline honest. 

4.  Reminder cadence: the polite automatic chase. 

5.  Branding (Business): your logo and colors throughout. 

Set Defaults Once 

Open Settings → Document Settings and set the organization-wide defaults for expiration and reminders. Every new request starts from your standard; senders adjust only the exceptions. 

 The result: a signer experience that's consistent, on-brand, and tuned to complete, regardless of which teammate hit Send.