If you have team members  who are responsible for signing certain types of contracts, you can add them as default signees to your template. As default signees, they’ll automatically be added as signees to contracts generated from that template.

Adding default signees

To add default signees, simply

  1. Click Templates in the top menu and choose the template you want to add default signees to,

  2. Click the Add default signees button in the template’s overview, 

  3. Fill out the signee information and click the blue Create button.

Pro tip: If you have people that are responsible for approving contracts generated from a certain template, you can add them as default approvers

Default approvers will automatically be notified that a contract needs approval when a contract is generated from that template. 

Did this answer your question?