Personal Settings
Your Personal Settings is where you make Signeasy feel like yours — your profile, your signature, your notification preferences, and more. Here's how each tab works.
How to get there
Click your profile icon in the top-right corner → select Personal Settings.
My Account
Personal information — Update your name or email by clicking Edit or Change next to each field.
Two-factor authentication — Click Enable to add a verification step to your login. You'll need an authenticator app on your phone.
Out of office / Delegation — Heading out? Click Set Up Delegation to assign someone to sign on your behalf while you're away.
Signature, initials and seal — Preview your saved signature here. Use Change signature, Add initials, or Add stamp to update them anytime.
Preferences
Date format — Pick how dates display across your account from the dropdown.
Expiration — Set how many days before a signature request expires. Default is 90 days. Once expired, signers can no longer sign.
Other preferences — A set of toggles to personalise your experience:
Display Signature Frame — Shows a timestamp and Signature ID next to each signature on the completed document
Merge signed document and certificate — Combines the signed doc and certificate into one file on download
Lock signing date — Auto-sets the signing date so signers can't change it
Add multiple annotations — Keeps your annotation tool active after each placement so you can add more without re-selecting
Receive Signed Documents as PDF — Get individual PDFs instead of a ZIP for multi-doc envelopes
Notification popups — Shows a popup when new tasks or activities arrive
Notifications
Control what you and your signers hear about, via email and in-app.
As a sender, you can get notified when:
A signer views, signs, or declines a document
All parties have signed
A request is about to expire or has expired
You want a monthly summary of pending documents
You want completed documents forwarded to another email
For your signers, you can control:
Automatic reminders on Day 1 and Day 7 (frequency is adjustable)
Whether signers are notified in a set signing order
Updates when a request is edited, recalled, or a signer is removed
Toggle each one on or off based on what makes sense for your workflow.
Manage Contacts
Link your Google or Outlook account so signer email addresses autofill when you're sending documents. Click Link next to the account you want to connect.
Cloud Storage
Connect cloud accounts to import documents directly into Signeasy — no downloading and re-uploading needed.
Google Drive — Click Connect to link (or Disconnect to unlink)
OneDrive — Click Connect to enable imports
Note: The "Save to Cloud" export feature has moved to Workspace Settings. Click Go to Workspace Settings in the banner to manage it.
Accessibility
Toast notification duration — Choose how long the small popup alerts stay on screen before disappearing. Default is 3 seconds. Bump it up if they're vanishing too fast.