Page History

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In addition an electronic signature guide are available for further information (also linked at relevant chapters).
For more information of customizing please see the SignAnyWhere viewer – Customization.

Settings

Account

Here you find your personal account settings.

• Personal Settings
  • Picture, Name, Job Title and Phone number
  • User Token for using with the Microsoft Office Plugin
• General Settings
  • Language, Country, Timezone
  • Personal Subject and Message
• Password
  • Change your password
• Signature Image
  • You can upload a picture of your signature (e.g. written on white paper) and upload it to select it for your click-to-sign signatures. You can crop and set background (transparency).
• Automated Delegation
  • Delegate the task

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1. User Token for Microsoft Office Plugin
2. General settings

Signature Image

You can upload a picture of your signature (e.g. written on write paper and take a picture). This signature can be modified (cropped, set background level and rotate). If you are logged into eSAW and sign documents you can select your signature picture for Click-to-Sign signatures.

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• sent after changing the picture, envelopes sent before but where the workstep for the recipient is created after the change
• existing envelopes/workstep when another signature picture for the recipient was already configured for the recipient.

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• no account signature image was configured at the time when the workstep for the signer was created (which is typically when the signer is invited to sign via email; but can be, for the first recipient, the time of sending the envelope e.g. when sending emails is disabled)
• the recipient was an unregistered signer at the time of sending the envelope, but an account was registered (and signature image was configured) after sending the envelope.
   

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Notifications

In this section you can define sender and recipient notifications.

• Sender Notifications: when recipient has finished, recipient has declined, document delivery failure and recipient viewed a document
• Recipient Notifications: notify me about new documents

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1. Sender notifications
2. Recipient notifications

Address Book

Here you can manage your personal address book. You can add new contacts manually or import them via CSV. Moreover you can filter the list (see highlighted filter in screenshot) and easily modify or remove a contact.

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1. Add new contact
2. Sort the list
3. Actions

The import CSV should have the following parameter, where the first line is required as column identifier:

first name, last name, e-mail address, primary phone, business address, company
Bob, Xyzmo, bob@xyzmo.mail, +55123551255, Companycenter 1, Namirial 1
Charly, Xyzmo, charly@xyzmo.mail, +55123551255, Companycenter 2, Namirial2

Roles and Permissions Image Removed

In addition to the predefined roles and permissions you can also define your own roles in this section. For example, you can define a new role, where users can manage and send envelopes, but not create the envelopes on their own. Or a role which can configure automatic remote signature themselves, without being user mangers. Moreover, you can also set the permissions for your roles. For more information please also have a look at the Roles and Permission Guide.

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1. Add a new role
2. Overview of all roles

Api Token and Apps Image Removed

In this section you can generate an api token for a user or for the organization. A user can have multiple api tokens that allow a more granular usage of them (one token for integration A, one token for integration B). For information about the configuration in REST please also have a look at the REST tutorial using Postman. A configuration for SOAP can be found on this page: Hello World Tutorial.

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1. User api token
2. Organization api token
3. Apps and Connectors for external applications

Apply a Filter for an attribute:

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Add new contact manually:
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Organization

Here you can change your organization settings. Note: In the list below you can find just some information to introduce the feature. You can click on the headline of the feature to get to the detailed explanations.

• 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)
• 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 Image Removed
  • SwissCom OnDemand Certificate UI configuration Image Removed
• BankId Authentication Image Removed
  
  • Set the authentication certificate
• Generic Signing Plugins Image Removed
  
  • 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.
• OAuth Settings
  • 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 Image Removed
  
  • 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

Organization Details

Before the version 20.42 you were able to configure the following settings in this section:

• Organization Name
• Organization Key (can since 20.42 be found in the section Api Token and Apps
  • For more information about the mentioned section please see the documentation directly above.
• Customization Id
• Contact URL
• Support URL

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Default Callback URL

In section “Default Callback URLs” you can define which URLs should be invoked as callback for envelopes sent via WebUI. When sending envelopes via API, the callback URL can be specified on envelope level via API.

Following callback URLs can be defined for envelopes sent via WebUI:

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Gets fired whenever an envelope's status value changes
(workstepFinished, workstepRejected, workstepDelegated, workstepOpened, sendSignNotification, envelopeExpired, workstepDelegatedSenderActionRequired)

In both URLs, you can use following placeholders:

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##EnvelopeId##

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For envelopes sent via WebUI, it is currently not supported to specify a workstep event callback handler URL.
Read the Integration Guide, section Api Reference - Introduction REST, for further information about integrating with callback handlers.

You can define an authentication for the callback. Image Removed

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

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1. Default callback URLs settings
2. Add authentication

If you click on the button “add authentication” the following window appears:

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1. New callback authentication

In this section you can define:

• The name of the callback (default value: “New Callback Authentication”)
• The authentication (None or basic, default: none)
• The pattern (the URL should contain the given pattern)
  • The pattern “*” matches anything

If you choose “basic” as authentication the following window appears:

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1. Select basic authentication
2. Basic authentication settings

Within this section you can define:

• The domain
• The username
• The password

After filling in the dates for the authentication you can test if the URL matches any pattern of the authentications. If no pattern matches you get an information. The following screenshots show you a warning and a successful matching of the patterns.

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If you have more than one authentication and you check the URL for the pattern and more than one authentication matches, always the first one of the list will be highlighted green.

After those settings you can send an envelope as usual. If you have authentication activated but the given dates are wrong you get an information.

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If you want to try the callback URL without authentication you can try it with: https://webhook.site

If you want to try the callback URL with authentication you can try it with:postman echo

Design of the document viewer for recipients

In this section you can define the redirect URL for finished documents. Moreover you can upload the current design, reset the design to default, download the current design and download the design template. For more information about designing the viewer please also have a look at the Viewer Guide.

Disposable Certificate

In this section of your organization you can define a disposable certificate. For this setting you need following dates:

• LRA ID
• User
• Password

Moreover, you can decide if you want to use a lean disposable, if you want to get a disclaimer before certificate request and if you want to send disposable disclaimer document emails. The following screenshot shows you where to find those settings.

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1. Disposable certificate settings

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

BankId Authentication Image Removed

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

Generic Signing Plugin Image Removed

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For more information about how to create an envelope with a generic signing plugin in the UI please also have a look at the Beginner Guide.

For information about how to send an envelope with a generic signing plugin in REST please see a sample configuration at the Beginner Guide.

Policy for the document viewer for recipients

In this section you can:

• upload a policy
• reset the policies to default
• download the current policy
• and download the policy template

Please see the following sample of the policy template.

<GeneralPolicies>
  <AllowSaveDocument>1</AllowSaveDocument>
  <AllowSaveAuditTrail>1</AllowSaveAuditTrail>
  <AllowUndoLastAction>1</AllowUndoLastAction>
  <AllowAdhocPdfAttachments>0</AllowAdhocPdfAttachments>
</GeneralPolicies>

You can find an overview of all policies on this page: Document-Policy

Retention Period

In this section you can define a retention period for the organization drafts and envelopes. Please note the following rules for the different types of documents (add the days you selected in this section to the following rules:

• Drafts will be removed from creation date
• completed/rejected and canceled envelopes will be removed from completed/rejected/canceled date
• expired envelopes will be removed from expiration date
• templates are not removed

Backup

In this section you can download all finished envelopes you have signed or sent.

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If you click on the “Finished Envelopes” button you can see that the backup is prepared. If the backup is ready you will receive an email to download the backup.

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Automatic Remote Signature Profiles  Image Removed

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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Default Signature Settings

In this section you can set the default signature type for the envelopes. After you have set the configuration in this section the defined signature type will be preselected if you create a new envelope.

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Envelope Defaults

You can set the following settings for the envelope defaults:

• Prevent editing of form fields after envelope is finished
• default send automatic reminders
• Set the reminders

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

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

Please also see the next figures:

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Information on whether the form fields are locked or not can also be found in the audit trail. Please see the next figure:

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Audit log Settings

In this section you can define the following settings:

• Settings of the audit log (audit trail).
• Settings for separate logs per document

Signature PAdES Configuration Image Removed

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

• • HTML5 Signatures (Click2Sign, Type2Sign, Draw2Sign)
  • Biometric Signatures, SMS-OTP Signatures
  • Digital Remote Signatures, Disposable Certificate, Automatic Remote Signatures, P7M-Signature, SwissCom, A-Trust, LongLiveDisposable, PushTan, LocalCertificate

Description of the different PAdES baseline levels supported by eSignAnyWhere:

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• T-Level: Includes B-Level and a time stamp
  • Use the configured time stamp server on the signature itself
  • Ensures that the document existed at a specific date and time, where time is granted by the external timestamp server
• LT-Level: Includes T-Level and a full set of certification and full set of revocation data
  • Use the configured time stamp server on the signature itself
  • Allows validation of the signature without access to the signing environment.
• LTA-Level: Includes LT-Level and a timestamp of a TSA (Time Stamping Authority)
  • produces in addition to the signature field defined a time stamp signature on the document

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1. PAdES settings

Email Settings

• Set the email sender appearance configuration

User Logout Redirect Url

• Set a redirect Url for eSignAnyWhere users, when they logout (e.g. to an intranet page)

Default redirect url before sending a draft

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"Recipients Page" - "Designer Page" - "Summary Page"

, with a configured redirect url before sending, the sequence is following:

"Recipients Page" - "Designer Page" - "Summary Page" - (custom redirect page)

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Envelope Details Page

• Allows the sender to copy the viewer link from the envelope details page (if sender role grants required envelope permission)
• For more information please also see this page

Recipient settings

You can set the following settings for the recipient:

• 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 Removed

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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Identity Providers

OAuth Settings

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In this section you can add a provider. Please see the next figure for more information. For a detailed guide please also have a look at the OAuth Guide.

SAML Settings Image Removed

In this section you can add a provider once for the signer authentication and once for the user authentication. Please see the next figure for more information.

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Licensing

The licensing page is structured in three sections:

• The current license overview
• The envelope statistics
• The license notification configuration

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The current license overview shows:

• The plan (free trial, per number of documents…)
• The expiration date of the license
• How many envelopes have been sent since the license has been applied
• How many registered users have been created

The envelope statistics table displays the license-relevant counters of envelopes, and as additional information the number of signatures contained in the envelopes. This statistics count all envelopes that have been created, always considering the “most complex” signature variant contained in the envelope or allowed on a signature field. Because of that definition, and counting the envelope at creation time, the numbers do not contain information about e.g consumed SMS for OTP signatures – because an envelope may allow both click2sign (or other) and OTP signature on the same field; probably was never opened by the recipient, or the recipient probably requested several SMS for the authentication.

In the license notification configuration, notifications and callback endpoints for an alert before reaching the hard limit of a volume-based license or mail alerts for time-based licenses can be configured. For example, it is possible to configure to receive a notification if the consumption-based envelope limit reaches 80%. The license expiration callback URL allows you to define an HTTP/HTTPS endpoint which is called when the warning threshold is reached. For the license expiration date, you can define how many days before the expiration you want to get an alert about expiration.

Users

In this section you can manage the users of your organization. You can add new users and manage the user rights.

User Rights

• Position
  • Power User: can send and manage envelopes
  • Registered Signer: can sign documents and see his signed documents and tasks
  • None: just can be used with “Is User Manager”, is a organisation manager without right to send or documents
• Is User Manager is able to change organisation settings, manage user and can define teams
• Developer Mode allows the user to download the envelope XML of his/her envelopes. This makes it easier for developers to use eSAW UI as a workflow designer.
• Allow automatic eSealing allows the user to use the automatic remote signatures in a workflow (See the electronic signature guide)

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Delete User:

If you want to delete a user who already sent envelopes or created templates you can decide if you want to reassign these envelopes,  templates, clipboards and address book to another user or not.

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1. User reassignment before deletion settings

Team

In this section you are defining your teams. A team is a virtual organization, in which the team-manager (root) has access to all envelopes of the team. With the enabled sharing feature all team members can access the envelopes and/or templates of the team. People with the “isUserManager” setting can edit teams.

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1. Create a new team
2. Add a team member
3. Available teams

Add new Team Dialog

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Removing a team member is simple. Just move over it and a delete icon appears.

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Localization

In this section you are managing languages for your organization. You can select active languages for the notifications. We do not offer all translations, so for non-supported languages you can define your individual texts in the “Email Templates” section of the settings.

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1. Organization languages
2. Actions

Email Template

In this section you can set your email templates. You can change the layout, texts, logo, etc. to adopt it to your needs. With the keywords you can add dynamically information (e.g. recipients name, message, etc.).

The Email Templating allows you to adopt the email, sent by eSignAnyWhere. A default template and default notifications are present for every organization and can always be restored to default. For each language set in “Localization”, a separate template and notification can be set. This allows you to set up languages, which are not directly supported by eSignAnyWhere and send the notifications in the, by you translated, language to the recipient.

Note: If a recipient has an eSignAnyWhere user account (on the same instance), the user will receive the mails in his/her prefered language. Sample: the recipient has a eSAW language set in German and you send her/him an envelope in Italian, he/she will receive the notification in German (his prefered language).

There are three types of templates:

• email master template “TEMPLATE”
• reminder template for reminder notifications “ReminderText”, which is used a prefix for the subject of the mail (e.g. “Reminder: “)
• email notifications, the text/wording/layout used for a certain type of notification and is placed within the master template

The email master template is called “TEMPLATE” and defines the basic layout of the notifications for the given language. You can define, for example a header, logo, footer, etc. The {{Content}} element is a placeholder to be replaced by the email notification template (e.g. “Sign”) to place the notification information and text.

Following E-Mail Templates can be configured:

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You can select the following placeholders, but please note that not all placeholders are available in all notifications! The next section shows you all general available placeholders:

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Simple example:

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The "Settings and Customization" section contains several views to manage user or organization wide settings. It depends on a user's permissions, and also on feature flags enabled for the organization, which of the following views are accessible for a user.

In the next chapters, we will cover:

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1. Email template editor
2. Template text
3. Placeholders
4. Preview

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1. List of placeholders which are supported by the selected email template

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If you click on restore the current selected template will be restored to the system’s default.

Agreements Configuration

If you want to use a common signature disclosure, you can enable it here. Just activate it by clicking on the checkbox and enter your individual signature disclosure. You can define different texts for each language and add the name of the recipient by using {{name}}. An optional setting allows you to overwrite the settings via API and set individual agreement texts per envelope or recipient.

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1. Signature disclosure settings

Errors

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