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Administrator Guide
Last Updated: 2023-06-23
Customize Contracts and Contract Intake Forms

Customize Contracts and Contract Intake Forms

You can customize contracts and contract intake forms to fit the business needs of your company.
  1. From
    Settings
    , access
    Customize Contracts
    Manage Contract Types
    .
  2. Click
    Customize
     on the contract type you want to edit.
  3. (Optional) Select the
    Require contract approval before signature
     check box.
    When you select the check box, you can only send contracts in these statuses to DocuSign:
    • Active
    • Approved
    • Expired
  4. (Optional) Access
    Customize Contracts
    Manage Contract Reasons
    .
    Create reasons for when you:
    • Cancel contracts.
    • Mark contracts as
      Needs Attention
       or
      Does Not Need Attention
      .
    • Terminate contracts.