Account settings and notifications

Profile and signature

• Full name: the name your signers see on the documents you send, and in the “via Docket Secure” line of their emails. Use your real name so people recognise it.
• Saved signature: add your signature and initials so they are ready whenever you sign your own part. They are kept in this browser only, not uploaded until you sign something.

Preferences

• Appearance: Match my device, Light or Dark. The moon or sun button at the top switches quickly.
• Rows per page in your lists.
• Manage cookie choices: change what this site may store in your browser.

These are saved to your account, so they follow you to any device.

Notifications

The bell at the top of every page shows what has happened, with a red count for anything new. Open it to see each one, select one to go to the document, or choose Mark all as read.

In Notifications you choose, for each kind of event, whether it appears in the bell and whether we email you: someone opens a document you sent, signs or approves, everyone has signed, someone declines, a deadline is close or has passed, a scheduled document has gone out (or couldn’t), automatic reminders go out, and team changes. Payment emails are always sent.

Some things are always on: news and new features, planned maintenance, security notices about your account, auto-delete warnings and final copies, and replies to bug reports. To stop news emails, use the link at the bottom of any news email.

New documents

Set what every new document starts with: who signs when, the deadline, the reminder schedule and your message to signers. You can still change them on each document’s Review screen.

Your activity

Activity in the menu under your name lists what has happened on your account: your actions, and sign-ins and security changes. Team owners also see the team’s activity. Entries are kept for up to a year (sign-ins for 90 days). We never record IP addresses or locations.

Your data

• Download my data: a file with everything we hold about your account. Download each document’s PDF from the document itself.
• Auto-delete for new documents: after 30 days, 90 days, 1 year, or never. See Auto-delete.
• Delete account: deletes your account, documents and signed copies, and cancels any plan. It asks for your password and can’t be undone. Download anything you need first.