E-Document Types
This page is where you can create E-Document Types that can be used when creating and sending E-Documents to clients. There are also several settings that affect the default settings of each E-Document Type.
NOTE: E-Document Types only apply to users that have signed up for our E-Document (DocuSeal) add-on.
Field Descriptions
Edit – Clicking the Edit button will allow you to customize the E-Document Type.
Delete – Button that will delete the E-Document Type.
NOTE: E-Document Types cannot be deleted if an E-Document has been sent that uses that E-Document Type.
Upload Type Notifications – Envelope icon that allows you to customize the notification that is sent when sending an E-Document using this E-Document Type.
E-Document Type – The name of the E-Document Type.
E-Document Type Category – Options between E-Template and E-Document. E-Templates are used in the creation of E-Templates found in Admin > Core Configuration > E-Document Templates. E-Documents are used when the E-Document is created/sent from the client file.
Inactive – Checkbox to inactivate an existing E-Document Type.
Business Type – The Business Type the E-Document Type is assigned to.
Required – Checkbox that indicates if the E-Document Type is required. Required E-Documents will have a status display when viewing the client file menu.
Default Client Access – Set the Default Client Access to the uploaded E-Document. Choose Full for no limits on viewing the E-Document. Choosing Limited will make it so the client must pay their account balance before viewing the E-Document.
Default KBA – Checkbox that will set the E-Document Type to default to adding KBA setup.
Default Second Party Signature – Checkbox that will set the E-Document Type to default to adding Second Party Signature setup.
Client Portal Name – The display name of the E-Document Type when clients view it from the client portal.