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ViewSign Cloud On-Premise Advanced User Guide: Difference between revisions

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</div></noinclude>{{Note-Icon|The Advanced User Guide contains some non-default features of eSignAnyWhere.}}
</div></noinclude>{{Note-Icon|The Advanced User Guide contains some non-default features of eSignAnyWhere.}}
=Customization 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.


==Example: Change Default Color and Logo==
==Example: Change Default Color and Logo==


=Customization - Viewer Policy=
=Customization - Viewer Policy=

Revision as of 06:35, 3 August 2020

Back to the Top

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

Email Templating

Simple Example

Restore Default Template

Bulk Envelopes

Bulk Envelopes API

Complete_Bulk_Configuration

SAML Support

How to Configure OAuth2 Authentication

OAuth2 - LinkedIn

Step 1: Create a new LinkedIn App

Step 2: Configure LinkedIn App

Step 3: Configure eSignAnyWhere

OAuth 2.0 - Facebook

Step 1: Create a new Facebook App

Step 2: Configure your Facebook App

Step 3: Configure eSignAnyWhere

Resources

Force a Specific User to Authentication

Advanced Document Tags

Input Validation

REST example

Step 1: Prepare a PDF document

Step 2-4: Upload, prepare and send envelope

Result

REST Example for Input Validation

Configuration

SOAP Example

Step 1: Prepare a PDF document

Step 2: Upload the document

upload_example

Step 3: Prepare the envelope

prepare_example

Step 4: Send the envelope

sending_configuration

Result

QES with Disposable Certificate

QES with Remote Certificate

P7M Signers

Automatic Remote Signatures

Creating the Automatic Remote Signature via API

A-Trust

BankID

Hyperlinks

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