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Please see the following figure for more information.
| Figure | Description |
|---|
 Image Modified
| - Standard menu bar
- on the very left side, by default collapsed.
Menu items have been explained in the first chapters of the Application Reference - WebUI.
- The Recipients List
- Form Field Elements
- Predefined (static value) Fields
- The main editor
- The page preview section (on the right side)
- Wizard Navigation Bar (bottom)
Properties Panel
to configure element properties; visible only when an element is selected and in property-editor mode. |
This documentation covers the following topics in the next chapters:
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| Info |
|---|
Please note: It is not possible to add any form fields other than (except signer attachments and signature fields) to an already signed document. |
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Following settings are available for textfields:
| General | Advanced |
|---|
- Required
- Read-only
- when this property is checked the user cannot edit the value.
- Id
- a (technical) field identifier which is typically used when the form values should be processed automatically after signing. Its use typically depends on integration scenarios.
The control supports copying the value directly to the Windows clipboard, by pressing the "copy" icon ( Image Modified).
- New value
- the initial value of the textfield element can be defined. This value will be shown to the recipients already before editing the value.
| - Font family
- The font family defines which font should be used for rendering the text in the web browser, and also be used for filling form elements in the PDF. Keep in mind when working with languages that require usage of Unicode characters, that the font installed on the server must also support the entire (used) unicode charset - otherwise the entire text or some characters will be represented using replacement characters.
- Font size, text color, text alignment
- Multi-line
- Password
- the field behaves as a password field, which implies that the value entered by the recipient (or prefilled) is not readable but showing masked password input instead
- Character limit (0= no limit)
- Define a maximum text input length
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Signature
For information about how to sign the different signature types please have a look at the Signer Guide.
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- Signature fields can be assigned also to "Automatic Signing Activities", making the automatic signatures visible on the document
- Required
- Custom Signature Image (feature flag necessary: "ExternalSignatureImage"
- This allows signers to upload their picture (custom signature picture) and add it as additional graphics to the stamp imprint. Furthermore the signer can store the signature image which a gallery for later usage.
- Batch Signature
With the "Batch Signature" checkbox enabled, it makes the signature field a member of a batch of several signature fields. Signatures being member of a batch can be signed all at once if the signer prefers, but allow the signer also to sign them one by one. When the batch signing option is enabled, the sender can distinguish between different batch signing behavior:
- Simple Batch
where the signer just knows how many signature fields are signed as part of the batch - Signature List (unselected)
where a list of all signature fields (document name and page number, or signature field label) are displayed in a list of checkboxes; the user needs to select those which should be signed as part of the batch (opt-in) - Signature List (preselected)
where a list of all signature fields (document name and page number, or signature field label) are displayed in a list of checkboxes; the user can deselect those which she/he doesn't want to sign as part of the batch (opt-out) - Signature List (selected, required mandatory)
Like "preselected", but without an option to uncheck the "mandatory signature fields) - Signature List (unselected, required mandatory)
Like "unselected", but mandators signature fields still preselected and without an option to uncheck the mandatory signature fields
The signature field, in the designer page's main editor, is represented by a different icon when the signature field is member of a batch:
| Signature Field in standard representation | Signature Field allowing batch signing |
|---|
Image Modified | Image Modified |
ClickToSign
| Info |
|---|
Please note: The additional setting for using qualified timestamp server is not available for this signature type. There is neither an additional configuration (setting) nor a feature flag needed for this signature type. |
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Please see the following configuration for the disposable certificate (those settings can be found in the organization settings)
| Figure | Configuration |
|---|
 Image Modified
| Before you can send a disposable certificate you have to fill in some dates. First, in your organization settings and then if you send the envelope. The next figure shows you the configurations which has to be done before sending the envelope. There are three checkboxes available: - Use lean disposable (Has to be enabled, except there is a clear reason against it)
Note: There are differences in the validation rules between "regular" disposable and "lean disposable". - choose between the lean disposable with validity of 60 min or with validity of 30 days
- Show disclaimer before certificate request (to ensure that certificates are issued only with consent of the holder; but might be substituted with other process constraints which address the legal requirement)
- Send disposable disclaimer document emails (might be required in fulfillment of obligations of the LRA contract, unless other delivery methods ensure delivery of the certificate request form)
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After the configuration in the organization settings you also have to fill in the disposable data for the recipient. Please see the next figure:
| Figure | Configuration |
|---|
Image Modified | - Document type
- Identity card
- Driver license
- Passport
- Document number
- Document issued on
- Document issued by
- Document expiry date
- Identification Issuing Country
- Identification type
- Tax Code
- National unique number
- Passport
- Identity card
- Driving license
- Identification Number
- Mobile phone
- Country of residence
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The signer will receive its email as usual and when the signer wants to sign a disposable certificate signature field he will get a one-time-password via SMS. The counter on the disposable certificate starts by signing the first signature. If “Show disclaimer before certificate request” is enabled in Settings->Organization->Disposable Certificate the signer first receives the disclaimer before the SMS-OTP. When the document is finished you can validate, for example, the qualified electronic signature in Adobe Reader.
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User must have enabled the option “Allow automatic eSealing” to use the automatic remote signatures / eSealing within a workflow.
Image Modified
| - Enable automatic eSealing for the user
|
3) Creating a workflow with automatic remote signatures
In the eSAW UI you can add an automatic signer / eSealing via button in the recipient list “Add Automatic”. Then the profile must be selected for the automatic signature / eSealing. Attention: the power user must have the right “Allow automatic eSealing” enabled (see “Settings” > “Users”).
Image Modified | - Add automatic
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Generic Signing Plugin
| Info |
|---|
| Note: This feature is not available with basic subscription, so please contact your Namirial sales. |
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Following settings are available for a radio button:
| General |
|---|
- Required
- Read-only
- when this property is checked the user cannot edit the value.
- Group name
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Checkbox
| General |
|---|
- Required
- Read-only
- when this property is checked the user cannot edit the value.
- Id
- a (technical) field identifier which is typically used when the form values should be processed automatically after signing. Its use typically depends on integration scenarios.
The control supports copying the value directly to the Windows clipboard, by pressing the "copy" icon (Image Modified).
- Export value
- An "export value", which is the meaning assigned to the checkbox when it is checked. Using this field might be indicated when form values should be processed automatically after signing. Its use typically depends on integration scenarios.
- Deselected
- The initial value of the checkbox element; while the label automatically changes between "Deselected" and "Selected" in the current implementation to reflect its current state.
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Listbox
| General | Advanced |
|---|
- Required
- Read-only
- when this property is checked the user cannot edit the value.
- Id
- a (technical) field identifier which is typically used when the form values should be processed automatically after signing. Its use typically depends on integration scenarios.
The control supports copying the value directly to the Windows clipboard, by pressing the "copy" icon (Image Modified).
- Multiple selection
- Display name
- Export value
- List of options
| - Font family
- The font family defines which font should be used for rendering the text in the web browser, and also be used for filling form elements in the PDF. Keep in mind when working with languages that require usage of Unicode characters, that the font installed on the server must also support the entire (used) unicode charset - otherwise the entire text or some characters will be represented using replacement characters.
- Font size, text color
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Combobox
| General | Advanced |
|---|
- Required
- Read-only
- when this property is checked the user cannot edit the value.
- Id
- a (technical) field identifier which is typically used when the form values should be processed automatically after signing. Its use typically depends on integration scenarios.
The control supports copying the value directly to the Windows clipboard, by pressing the "copy" icon (Image Modified).
- Editable
- Display name
- Export value
- List of options
| - Font family
- The font family defines which font should be used for rendering the text in the web browser, and also be used for filling form elements in the PDF. Keep in mind when working with languages that require usage of Unicode characters, that the font installed on the server must also support the entire (used) unicode charset - otherwise the entire text or some characters will be represented using replacement characters.
- Font size, text color
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Signer Attachment
Predefined (static value) Fields
The value of a predefined field will be inserted automatically at the time when the recipient, to whom a predefined field was assigned, is opening the activity. On predefined fields, only the recipient can be selected. Different to other form elements, it is not possible to set a predefined field "mandatory" as the value anyhow is filled automatically. Following predefined fields can be used:
| Predefined field | Description |
|---|
| Email | Is the recipient email of the involved signer |
| Initials | Is the combination of the first letters of the first name and the last name (Example: For the recipient "John Doe", the initials are "J D") |
| First name | Is the first name of the recipient as defined by the sender on the Recipients Page |
| Last name | Is the last name of the recipient as defined by the sender on the Recipients Page |
| Full Name | Is the combination of the full first name and last name.
Note, especially in international context, that the current implementation today always lists the first name (given name) first, and the last name (surname) as second. |
| Date | Is the date when the activity was opened by the signer.
Read more about configuring the date format in the properties chapter below. |
Following settings apply for:
- Email
- Initials
- First name
- Last name
- Full name
| General | Advanced |
|---|
| - Font family
- The font family defines which font should be used for rendering the text in the web browser, and also be used for filling form elements in the PDF. Keep in mind when working with languages that require usage of Unicode characters, that the font installed on the server must also support the entire (used) unicode charset - otherwise the entire text or some characters will be represented using replacement characters.
- Font size, text color
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Following settings apply only for date:
| General | Advanced |
|---|
- Select recipient
- Date time format
| - Font family
- The font family defines which font should be used for rendering the text in the web browser, and also be used for filling form elements in the PDF. Keep in mind when working with languages that require usage of Unicode characters, that the font installed on the server must also support the entire (used) unicode charset - otherwise the entire text or some characters will be represented using replacement characters.
- Font size, text color
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Main Editor
What-you-see-is-what-you-get (WYSIWYG) editor to place form elements, re-arrange and resize them. Elements can be added on the document by dragging them from the Elements Toolbox and placing it directly at the target location. After adding the element to the document, when moving the mouse over the element on the document, an in-place action menu up shows up:
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