How to Configure Clixsign Settings

This article describes how to configure and update Clixsign electronic signature settings within the FORTH system. It was developed for System Administrators with administrative access.

For your convenience, we offer a one-minute instructional video on how Clixsign settings work.

This article is organized into the following sections:

• Overview
• How to Access
• How to Use
  • Signature Options
  • Delivery and Notifications
  • Expiration and Reminders
  • Branding Section
  • Company Access

Overview

Clixsign is FORTH's proprietary electronic document signing platform. Configuring these settings centralizes document delivery methods, automates expiration tracking, and standardizes signer workflows across your organization. This automation saves time by reducing manual follow-ups on pending agreements and eliminates operational errors during document execution. Maintaining consistent signing defaults ensures legal compliance and accelerates contract completion rates.

Prerequisites

• Administrative user access to the FORTH CRM (access to the Admin tab).

• Active Clixsign platform entitlement (contact support@setforth.com to enable access).

How to Access

1. Log in to the FORTH CRM.

2. Navigate to Admin tab> Settings > Clixsign.

How it Works

Signature Options

1. Select one of the available options for the Signature Type:

• Draw & Type: Signers can draw their signature with a mouse or stylus, or type their name to generate a system signature.
• Draw Only: Requires signers to draw their signature with a mouse or stylus.
• Type Only: Requires signers to select a system-generated signature.

2. Select the Enforce Signing Order by Default checkbox to require multiple signers to execute documents in a strict sequential order.
3. Select the Enable Auto-Scroll During Signing checkbox to advance signers automatically to the next required field as they complete the document.
4. Select the Include Clixsign certificate checkbox to attach the completion certificate to signed contracts generated from the Signed Contract / Gateway Authorization section.
5. Click Save before proceeding to other sections.

Delivery and Notifications

In the Delivery & Notifications section (2nd item on the list), there are four subsections:

• Enable Clixsign Notifications
• Document Delivery Methods
• New Signature Request
• Document Successfully Signed

1. Under Enable Clixsign Notifications, select Yes to turn on status alerts or No to keep them disabled.
2. Select notification triggers from the dropdown menu below the radio buttons (such as Sent, Opened, Completed, or Declined) to send email and in-app alerts to the original sender as the document advances.
   
3. Under Document Delivery Methods, select the default delivery channel using the radio buttons: Email & SMS, Email Only, or SMS Only.
   
4. In the New Signature Request field, enter the default message body sent to recipients with all new signature requests. Users can customize this message when generating individual documents.
   
5. In the Document Successfully Signed field, enter the confirmation message body included in the email notification sent to signers after they complete their document.
    
6. Click Save before continuing. 

Expiration and Reminders

In this section, the user can configure document expiration limits and automated reminders for all new Clixsign requests.

1. Enter the desired default validity timeframe in days in the Default Expiration Window (Days) field. This sets the initial expiration period calculated from the document creation date.
2. Enter a threshold in days in the Maximum Expiration Window (Days) field. The system sets this value to 30 days by default.
3. Locate the Signer Reminders section.
4. Select the Send automatic reminders checkbox to establish an automated reminder schedule for pending documents before they expire.
5. Enter a value in the Days before sending first reminder field (Required). This number must be less than your configured maximum expiration window.
6. Enter a value in the Days between reminders field (Required) to determine how frequently follow-up notices send to pending signers. Note: This value cannot be zero (0).
   

7. Click Save before continuing.

Branding

1. Select the Display Company Logo radio button to display your company logo on documents and signing notifications.
2. Click Save to confirm your selection.
   

Company Access

1. Locate the Company Access section to view each company configured in your CRM account.
2. Toggle the switch to the On position for each company that requires access to Clixsign (see the example shown below highlighted by a red arrow).
3. Click Save to apply your changes. 
4. To make additional edits while on this page, complete your edits and click Save again to accept the changes.
   

Troubleshooting / FAQ

Do setting updates apply to documents that are already sent?

No. Updates made to Clixsign settings do not apply retroactively to documents generated and delivered prior to the change.

Why does the system display an error when saving the Signer Reminders section?

Verify that the value in Days before sending first reminder is lower than the value in Maximum Expiration Window (Days). In addition, confirm that the value in Days between reminders is at least 1 and not set to zero (0).

Why is the Clixsign menu missing under Admin > Settings? 

Clixsign must be activated for your account before the configuration menu appears. If the option is not visible, contact support@setforth.com to verify platform licensing.

Can users edit the signature request message for specific clients?

Yes. The message saved under New Signature Request serves as the account-wide default template, but users can edit the text directly during document generation.

Assistance

For further assistance, reach out to support@setforth.com.