Revision as of 03:15, 30 July 2020

Settings

In the settings you can define your user settings and if you are a “Power User” also the settings of the organization. In settings you are also able to define teams (virtual groups of your organization who can access and share their documents).

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, Time zone
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

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.

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

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.

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

Apply a Filter for an attribute:

Add new contact manually:

Organization

Default Callback URL

Disposable Certificate

Recipient Settings

Envelope Defaults

Licensing

Users

Team

Localization

Email Template

Signature Disclosure

Errors

@@ Line 36: / Line 36: @@
 ==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.
+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<br/>
+Bob, Xyzmo, bob@xyzmo.mail, +55123551255, Companycenter 1, Namirial 1<br/>
+Charly, Xyzmo, charly@xyzmo.mail, +55123551255, Companycenter 2, Namirial2<br/>
+Apply a Filter for an attribute:
+Add new contact manually:
 ==Organization==

ViewSign Cloud User Guide Settings and Customization: Difference between revisions