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- Organization Details
- Set your logo and name of your organization
- Application Key (used for API access)
- CustomizationID is shown (might be required for integration)
- Contact URL and Support URL used in the notifications
- 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)
- 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.
- 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
- Configuration for the SwissCom OnDemand Certificate
- SwissCom OnDemand Certificate UI configuration
- Configuration for the SwissCom OnDemand Certificate
- BankId Authentication
- Set the authentication certificate
- Generic Signing Plugins
- 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.
- Add provider for the OAuth authentication (See OAuth Guide)
- SAML Settings for Signer Authentication
- 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
- 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
Note that the OAuth authentication provider configuration, the SAML authentication configuration and the API Tokens have been moved to other pages inside the Settings, and therefore are no longer part of the Organization Settings.
Organization Details
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Before the version 20.42 you were able to configure the following settings in this section:
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