> For the complete documentation index, see [llms.txt](https://adminguidesgitbook.aerofiler.com.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://adminguidesgitbook.aerofiler.com.au/repository/integrations/docusign/settings.md).

# Settings

**Exclude documents initiated in DocuSign**

By default, this setting is enabled:

<figure><img src="https://990055713-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpzhcJuh5qEG7uLa8k3LR%2Fuploads%2FO4lZYS7w0YxZkFf7URG3%2Fimage.png?alt=media&amp;token=907927b9-4855-477d-ab25-4b8e0f3037d7" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://990055713-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpzhcJuh5qEG7uLa8k3LR%2Fuploads%2FRfmiVJvusETv21M1jxCA%2Fimage.png?alt=media&amp;token=faedcf6e-b845-4b34-9d3f-9693bdc50351" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://990055713-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpzhcJuh5qEG7uLa8k3LR%2Fuploads%2FrozB9GdU2Gh2hoXQegcH%2Fimage.png?alt=media&amp;token=99760977-cc9b-4d82-b38f-9135a372462d" alt=""><figcaption></figcaption></figure>

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:

<figure><img src="https://990055713-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpzhcJuh5qEG7uLa8k3LR%2Fuploads%2Fa6lmQYMIPyvqPn7NbTyB%2Fimage.png?alt=media&amp;token=708478c9-9da6-49d1-83b7-f6e5ddd1e512" alt=""><figcaption></figcaption></figure>

**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:

<figure><img src="https://990055713-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpzhcJuh5qEG7uLa8k3LR%2Fuploads%2Fbod1Q9UpyYJnZ1Iyus9Z%2Fimage.png?alt=media&amp;token=f26c4aaf-4a15-49ed-9f6e-903ba87ce9a3" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
The case is ignored for keyword filtering, and so "Software Agreement" and "software agreement" operate in the same manner.
{% endhint %}