> For the complete documentation index, see [llms.txt](https://university.gonexa.fr/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://university.gonexa.fr/sign/en/getting-started/build-sign-template/configure-sending-for-signature.md).

# Configure the document to be sent for signature

The values entered in the Gonexa Sign custom settings apply by default to the entire Salesforce organization.

{% hint style="danger" %}
**Warning**

The values entered in the Gonexa Sign custom settings apply by default to the entire Salesforce organization.

However, you can override these settings directly in each document template. This allows you to customize the signing experience (email template, MFA, etc.) for a specific template.
{% endhint %}

* **Procedure name**: Give your procedure a default name. It will be visible to your sender from Salesforce and will give them an overview of the signers' statuses
* **Recipient email template ID**: Enter the ID of the recipient email template you want to use for this document template

{% hint style="danger" %}
**Warning**

The email template must be public and specified in the custom settings, in the document template, or at the flow level.
{% endhint %}

{% hint style="warning" %}
**Tip**

To improve the delivery of signature request emails, set the access level to "All email" in Salesforce Setup, under Deliverability.
{% endhint %}

* **MFA method**: Choose the two-factor authentication method you want for this document template from the dropdown list.
* **Validity period**: Set the number of days during which the signer can sign
* **Activate initials**: Check this box if you want to add initials to the signed document
* **Allow signers to decline signature**: Check this box if you want signers to be able to refuse to sign a document
* **Allow signers edit**: Check this box if you want to allow users to edit signers before sending the document
* **Activate sign order**: if you want to create a signing order\
  You can sort recipients in a specific order. If you check the "Activate sign order" box, the second signer will only be able to sign once the first one has signed the document.

{% hint style="danger" %}
**Warning**

For a contact to be eligible, they must have a first name, a last name, and a valid email address or mobile phone number, depending on the chosen authentication method.
{% endhint %}

![Configuring the document to be sent for signature](https://content.gitbook.com/content/fJiC57rqLAtDo49GS6QB/blobs/iyh7AlCNQlgxp3UCQT0A/42-02-configurer-envoi-du-doc-pour-signature.gif)


---

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