Distribution Settings

Your distribution settings determine where signing documents are sent after they have been signed.

You have the option to choose where your signing documents go, which depends on the settings of your integrations as well as the template linked to the transaction. This guide shows you how to make the necessary changes as an administrator.

 

Steps to change distribution settings
What is distribution settings?
How do I choose a default distribution setting for my account?
How do I change where I receive the signed documents?

 

What is distribution settings?

By default, the finished signing document is sent to the e-mail address of the user who created the transaction on e-mail. However, you have the option to change this distribution method, depending on the settings enabled on the account.

 

How do I choose a default distribution setting for my account?

Integrations can either set the default for your templates, or make sure there are numerous options, besides "Sender's email address", which on newly created accounts will be the default. To change in these settings, open your user settings on the cog in the top right corner of Addo Sign.

 

  1. Click on "Integrations" in the leftmost tab

  2. After selecting an integration, you can now choose which should be the Default. An active integration will mean that it will be in the list of distribution methods, which will be elaborated later in the article.

 

How do I change where I receive the signing documents?

To change your distribution method, whether it is "default" or not, you can always choose another one, which depends on your template. To do this, you need to change in your template settings. 

 

  1. In your user settings, click on the "Templates" tab on the far left of the tab.

  2. Click on an existing template or create a new 
  3. A new page will open, and you will need to scroll to the bottom to locate the "Sender Distribution Methods".

  4. Choose how signing documents are sent back to you