ViewSign Cloud On-Premise Advanced User Guide

The Advanced User Guide contains some non-default features of eSignAnyWhere.

Customization of eSignAnyWhere

This advanced feature is for customizing the eSignAnyWhere Viewer for the signers. You can change the colors and logo to align them to your CI and set eSAW Viewer behavior. Therefore you have to upload a ZIP-Archive with the new design settings. You can download a design template and change it. Moreover you are able to set a redirect URL when a document is finished.

You can find the the configuration for the customization of eSignAnyWhere in your organization settings in the section “Design of the document viewer for recipients”

The next screenshot shows these configurations:

If the feature is available for your organization, you can:

• set a redirect URL for finished documents
• upload a design
• reset to default design
• download a design template
• download current design

The Customisation.zip file contains:

• variables.xml: contains the style configuration of eSignAnyWhere. The comments in the file will help you to modify it.
• global_variables.xml: contains settings for the eSAW Viewer
• files/

In the files you can find the following:

• logo_topbar
• logo_loading
• Localizations.template.custom

• Here you can customize localizations for a specific eSAW organization
• You can create your own Localizations.*.custom.json files, modify the elements which should be customized and add the file to the customization package

• custom.css

• Here you can customize the layout for a specific eSAW organization
• You can adapt the layout of the SAW Viewer

• custom.js

• Here you can customize the SAW Viewer by

• Adding custom buttons
• Listening for events
• Adding individual JavaScript code for other purposes

• Note: To enable this feature, the ViewerPreference LoadCustomJs must be enabled and the Custom.js file needs to be placed in #InstallationDirectory#/Web/Custom.

If you have modified the files just put them in an archive and upload via UI. You can use svg instead of png, gif or jpg.

Customization - Viewer Policy

You can also set your default viewer policies. So you can in addition to the visual appearance also set the UI elements.

It may take some minutes until the new design is applied to your eSignAnyWhere Viewer.

Email Templating

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.

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:

#ContactUrl#

#Delegatee#

#DelegationMessage#

#Delegator#

#DelegatorName#

#EnvelopeList#

#EnvelopeMessage#

#EnvelopeName#

#ExpirationDate#

#InviterName#

#LicenseInfo#

#NumberOfRecipientsWhoSigned#

#OrganizationName#

#Password#

#PersonalMessage#

#RecipientEmail#

#RecipientFirstName#

#RecipientLastName#

#RecipientList#

#SenderFirstName#

#SenderLastName#

#SupportUrl#

#TotalNumberOfRecipients#

#Url#

#UrlAndroid#

#UrlDownload#

#UrlExpiration#

#UrlIos#

#UrlWindows#

#UserFirstName#

#UserLastName#

#UserList#

#Template:Content#

Please note, that not all placeholders are available for all notification types! Moreover, you can find detailed information about the templates in the following section in the product: Settings->Email Templates

Simple Example

Messages exist of the placeholders (see above) and basic HTML tags. Therefore a HTML knowledge for modifing the messages is useful (<br />, <p>...</p>, <strong>...</strong>, <h3>...</h3>).

<h4>The envelope "#EnvelopeName#" has been signed by the following recipients:</h4>
<p>#RecipientList#</p>

Restore Default Template

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

Bulk Envelopes

This is an additional eSignAnyWhere feature and is available with version 3.1. Bulk envelopes allow you to send an envelope to multiple signers. The workflow splits with the bulk recipient, so that you will receive unique signed documents for each bulk recipient. This feature is perfect for letting one document (e. g. a new company policy) sign by many recipients. This feature is not available with basic subscription, so please contact your Namirial sales.

1. Design the Workflow

New buttons “Add Bulk” and “Bulk CSV Template” are available. You can add one bulk per envelope and you are defining the bulk recipients via CSV file. The “Bulk CSV Template” generates your desired bulk recipient configuration. So you are able to define Authentication or Information for Remote or Disposable Certificates in the CSV. Please note that you have a maximum of 1000 recipients per bulk.

The Bulk Recipient in the Recipient List.

You can see the uploaded recipient list and the number of recipients found in the uploaded CSV file.

2. Designer

In the designer the bulk recipients behave like a normal recipient. You can place and define its signature fields, form fields or predefined fields.

3. Manage Bulk Envelopes The bulk envelopes are listed normal in the document overview with special bulk envelope features. The statistics are added (number of completed, rejected, … envelopes of the bulk). Moreover you still can control each unique workflow.