Account settings and attachments in Stiply
In Stiply, you can adjust and manage various account settings, including branding, email settings, attachments, users, and add-ons.
1. Account level settings
Adjust settings such as logo, email address, language, authentication, corporate identity and address book:
- Logo: visible to signers
- Website: part of signing requests
- Color: adjusts the visual style Account details
- Account name and account email (reply to)
- Language: choose the language of the application
- Two factor authentication: mandatory login with sms code
- Address book: save contacts (toggleable, with automatic deletion)
- Signed documents can be downloaded from Stiply
2. Signing requests and email
Set the content and behavior of emails and notifications for signing requests.
- Weekly overview of requests that will be deleted
- Sender name and Sender email
- Accompanying text and email templates (with a Default option)
- Texts for extending deadlines, signing documents, and success messages
- Positioning of the logo in the email
3. Identification
Here you have the option to select a default identification method. All signers in a new request will then have this method set by default.
You can also set up the settings for the direct debit authorization module here.
4. Signing
- Accept document rejection and add rejection reasons
- Allowed signature types (typing, uploading, pre filling)
- Set where a signer ends up after signing
5. Creating a request
In this tab, the options below can be personalized:
- Default background color for the fields
- Default signing order
- Default signing deadline
- Default reminder period
6. Attachment management
View saved attachments and determine how they are sent along. You can choose from the following options
- Not sent along by default
- Always as an attachment
- Always as general terms and conditions
7. Managing users
Manage users within your account (permissions, access, activity). See the article "Managing users" for details.
8. Subscription & add ons
View your subscription and possible add ons, such as authentication methods. You can also upgrade or cancel here.
9. My details & My activity
- My details: adjust your profile and contact details
- My activity: view login history and authorize new IP addresses
Note: These settings are available for administrators. When setting up email and attachments, you can choose between attachments or download links, according to your policy for security and privacy.