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Request defaults

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Zoho Sign request defaults set the standard signing timeframe and behaviour applied to new documents you send, saving you from configuring the same options every time.

How to configure request defaults

  1. Hover over Settings and click Account Settings.
  1. Click Sending Options and navigate to Request Defaults.
  2. Set Days to complete, the default number of days allowed for a signer to finish signing.
  3. Enable Automatic Reminders and Send in Order using their checkboxes if you want them on by default.

These settings can still be adjusted for an individual document while you are sending it.

Tips

  • A realistic timeframe, around 5 to 7 days, usually gives signers enough time to review without causing unnecessary delays.
  • Turning on automatic reminders means Zoho Sign nudges recipients for you, so you don’t have to chase them manually.
  • Use Send in Order when a specific signing sequence matters, for example when a manager needs to sign before a client.

Frequently asked questions

Can I override the default days to complete for a single document?

Yes, request defaults set the standard behaviour for new documents, but you can still customise them for an individual document while sending it.

What does Send in Order do?

It enforces a specific signing sequence, so a recipient only receives the document to sign once the person before them in the order has signed.

Need help?

Need help setting up sending defaults in Zoho Sign? Contact support@thoughtlogik.com or see our Zoho implementation services.

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