ViewSign Cloud User Guide Settings and Customization

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

Here you can change your organization settings.

• 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 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

• BankId Authentication

• Set the authentication certificate

• 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.