Settings

Exclude documents initiated in DocuSign

By default, this setting is enabled:

When this setting is on, documents will only be filed into Aerofiler if signing is initiated in Aerofiler:

If this setting is unchecked, then documents will also be filed if signing is initiated in DocuSign:

If "Exclude documents initiated in DocuSign" is unchecked, two further filtering options are available:

Exclude documents signed in DocuSign containing the following phrases

If you wish to exclude documents containing particular phrases, for example "Board Minutes" or "Employment Agreement", this could be set up as follows:

Include documents signed in DocuSign only if they containing the following phrases

If you wish to only include documents containing particular phrases, for example "Services Agreement" or "Software Agreement", this could be set up as follows:

The case is ignored for keyword filtering, and so "Software Agreement" and "software agreement" operate in the same manner.