Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • Application Settings (which will copy any parent account application-level settings down to the child accounts)

  • Public Form Bundles (which will appear as Public Form Bundles in child accounts)

  • Copy Private Form Bundles (which will copy form bundles on the parent account down to the child account as “My Form Bundles” instead of as public form bundles)

  • Restrict to Subscribed / Followed Companies (limits which companies child accounts can see in the All tab of the search screen)

  • Copy Followed Companies (will copy followed companies from the parent to the child’s followed companies list - it should not be used with the above feature that restricts the search to the followed companies

  • Copy E-Sign Credentials (which can be used to deploy e-sign settings down to child accounts)

  • Copy E-Sign Default Recipients (which will copy any default recipients, like back-office email accounts, down to the child accounts to ensure routing of e-signed documents)

  • Copy E-Sign Enablement Settings (which will copy any e-sign enabled companies and forms on the parent account down to the child accounts)

  • Copy Field Attributes (which will copy any field rules, validations and settings set on the parent account down to the child accounts)

...