Configure the New request signature experience

Enable or disable access to the new request signature experience on the Send page.

Overview

The New request signature experience controls govern access to the new version of the compose process on the Send page.

Options are available to set the default user experience when launching the Send page and to provide a switch link to allow users to flip between environments.

Note:

The new Request Signature experience isn't at parity with the classic Send experience, so it is recommended that the switch link be enabled until parity is achieved.

Best practices

Given the new experience will ultimately replace the classic experience, it's recommended to promote the new experience as soon as possible so users can take their time to learn the new process while not inhibiting their workflow.

The switch link should be enabled until such time as you believe your users are fully confident in the new process.

Configuration

Availability:

The New request signature experience is enabled by default for individual licensed accounts and configurable for all multi-user accounts.

Configuration scope:

The feature can be enabled at the account and group levels.

The controls for this feature can be assessed by navigating to Global Settings > New request signature experience

The Global Settings page with the controls highlighted

The configurable options are:

When enabled, a link is added to the Send page, allowing users to flip quickly between the two environments.

If this control is disabled, the link is removed, and users are locked into the default Send page experience.

The two environments each with the switch link highlighted

When enabled, users will load the new request signature experience by default when opening the Send page.

If this control is disabled, users will load the classic compose experience when launching the Send page.

The two environments with indicator text describing which is the default when the control is enabled or disabled.

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