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  • Organization Details
  • Default Callback URL
    • If you set a callback, every finished or changed envelope will cause a request on your defined URL. With this URL you can add your own service for e.g. performing an automatic archiving via eSAW API. If the URL is empty no callback is fired on finish or change of the envelope. More details about the callbacks are available in our API Reference - SOAP and below this enumeration as a separate chapter.
      • Placeholder for envelope complete callback: ##EnvelopeId## and ##Action## (only envelopeFinished action available)
      • Placeholder for envelope status change callback: ##EnvelopeID## and ##Action## (workstepFinished, workstepRejected, workstepDelegated, workstepOpened, sendSignNotification, evnelopeExipired, workstepDelegatedSenderActionRequired)
  • Design of the document viewer for recipients
    • Set a default redirect URL for finished documents
    • Upload and download designs
    • Information about the biometric encryption key
  • Disposable Certificate
    • Configuration of the LRA to use the disposable certificates. Settings for LRA credentials, certificate type and disclaimer usage.
  • SwissCom OnDemand Certificate
  • BankId Authentication Image Modified
    • Set the authentication certificate
  • Generic Signing Plugins Image Modified
    • Configure the signing plugin
  • Policy for the document viewer for recipients
    • Upload and download the default policy for the document viewer for recipients
  • Retention Period
    • Enable Retention Period of Organization Drafts and Envelopes. This will automatically delete envelopes after a certain time, when they reached a final state (expired, finished, canceld). Please note that templates are not affected by the retention period.
  • Backup
    • Download all finished envelopes. A backup-process will be started and you will be informed if the backup is ready for download.
  • Due its complexity of the configuration, we highly recommend you to contact us about the SAML configuration. 
    • Add provider for the SAML signer authentication
    • Examples of Use Cases

      • ADFS integration for eSAW backend users
      • Signer authentication with external SAML service
  • SAML Settings for User Authentication Image Modified
    • Add provider for the SAML user authentication
  • Recipient Settings
    • Set the recipient settings of your organization
  • Default Signature Settings
    • Default signature method (preselected)
    • Imprint settings, such as font-type, font-size, date-format
    • Biometric signature batch configuration (allow usage of biometric signature over different physical documents). Check with your legal consultant about its usage (default is disabled)
    • Settings for draw to sign signatures
  • Envelope Defaults
    • default organization settings about reminders for signers
  • Audit Log Settings
    • Settings of the audit log (audit trail). It is not recommended to disable the audit-log, because it is an important evidence (see signature guide).
    • Settings for separate logs per document
  • Email Settings
  • User Logout Redirect Url
  • Envelope Details Page
  • Signature PAdES (PDF Advanced Electronic Signature) Configuration

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You can define an authentication for the callback. Image Modified

The next screenshot shows an overview where you can find the settings:

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For more details and information of how to use the disposable certificate please also see the Beginner Guide.

BankId Authentication Image Modified

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Info

This feature is not available with basic subscription, so please contact your Namirial sales.

You can find a sample configuration (REST and SOAP) on the following page: Beginner Guide

Generic Signing Plugin Image Modified

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Info

This feature is not available with basic subscription, so please contact your Namirial sales.

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Automatic Remote Signature Profiles  Image Modified

In this section the user manager of an organization can add automatic remote signature profiles, which can be used for any workflow as a recipient (recipient type “Automatic”). This recipient signs automatically the signatures and the workflow continues automatically. For more information please also have a look at the electronic signature guide.

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If you prevent editing form fields after the envelope is finished the form fields in the PDF are all read only.Image Modified

Therefore, after locking the form fields (after the final workstep), the form fields are not editable any more with other PDF tools.

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Signature PAdES Configuration Image Modified

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Allows to set the signature configuration based on the different PAdES levels, for following types of signatures.

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  • default CC for all signers
  • usage of envelope metadata
  • allow recipients to access envelope again after it has been completed and closed
  • delegation settings
  • allowed authentication methods for signers
  • force authentication Image Modified

If you force an authentication and the user does not select any or a specific authentication method then the user will get the following notification:

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