Adjust preset contract types

Forum|Forum|1 year ago
January 22, 2025
1 reply
60 views

Hello,

after I have added all involved people to the signature workflow I am able to choose a contract type from various preset contract types. I am aware that this is for statistical/reporting purposes only. These contract types mostly don´t fit ours and we have additional, company specific types. Is it possible to customize those preset contract types and if so, which setting do I use as an Admin?

Best regards,

Katrin

Best answer by Michael.Rave

@Katrin

No, this is a pre-defined list that cannot be adjusted at this point in time.

You may remove the “Envelope Types” dropdown field, if you choose not to use it

This Docusign Support article has additional information on this topic.

Michael.Rave

Answer

Docusign Employee

@Katrin

No, this is a pre-defined list that cannot be adjusted at this point in time.

You may remove the “Envelope Types” dropdown field, if you choose not to use it

This Docusign Support article has additional information on this topic.

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

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