E-Sign settings

When you send a document for signature, your organization often needs to add its own signature too. E-Sign settings is where you choose which teammates are allowed to do that. Find it in Workspace Settings → E-Sign Settings.

You'll need admin access

Setting up company signers is an admin job.

Authorized company signers

The page lists the members who can countersign documents. The first person in the list is the default signer — the one used automatically unless you choose someone else when sending a document.

Add a signer

1. Under Add Signer, choose a workspace member from the dropdown.
2. Enter their Signing name — the name that appears on the document (for example, "Jane Smith, CEO").
3. Select Add.

Set the order and save

• Use the up and down arrows to reorder signers. Whoever's on top is the default.
• Remove a signer with the delete button.
• Select Save Settings when you're done, or Discard Changes to undo.

Once set up, these are the people you can pick from when you send or sign a document on the E-Sign tab of a case.