Skip to main content
Active Voice
Jan 22, 2025 11:57 AM UTC
Solved

Adjust preset contract types

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

    Michael.Rave
    Docusign Employee
    Jan 22, 2025 1:11 PM UTC

    @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.

    1 reply

    Michael.Rave
    Docusign Employee
    Docusign Employee
    Jan 22, 2025 1:11 PM UTC

    @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.

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