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Settings

Last updated 2017-08-09 14:04:44 UTC

Settings, on the Administration tab, allow you to customize the behavior of the AssureSign application. Settings are grouped by the area of AssureSign they primarily affect:

Important: Certain settings may not be present when viewed from your account. Certains types of accounts may have more or less available configurations.

 

Account Information

These settings are used to modify general account information.

  • Account Display Name: For display throughout the application and use within email communications
  • Time Zone: For display of dates within report and the AssureSign site
  • Default Language: Settable when your account has been configured to allow signing and administration in multiple languages
  • General Help and Support: By default, account users have access to the AssureSign knowledge base and support discussions from Help. You may choose to turn off access to either or both. Selecting enable here will allow you to select to:
    • allow or turn off participation in support discussions (users are normally logged in automatically to the support portal from the help page, and this logon will be eliminated if you choose to not allow participation)
    • allow or turn off access to the knowledge base from the help page (however, note that general access to the knowledge base articles is still open to all)
    • configure to display custom support information on the help page:
      • a custom support email address
      • a custom support phone number
      • a custom support URL
  • Account-Specific Help and Support: In addition to the general help and support options, AssureSign also offers the ability to customize account-specific support options. Selecting enable here will allow you to:
    • provide a support email address that will be used when users of that account are experiencing AssureSign login issues and choose to contact support.
  • Account Technical Contacts: Optionally specifies one or more email addresses for technical contacts for this account. Any email address(es) configured here will automatically receive DocumentTRAK failure notifications for this account.

 

Application Features

Application features enable or disable various application features: accounts, email designs, users, documents & templates.

  • User Management: Allow or restrict access to create and administer users
  • Multiple Account Access for Users?: Configurable when your account has been configured to allow floating users (see Users for information on the concept of floating users)
  • Role Management: Allow or restrict access to create and administer roles
  • Settings Configuration: Allow or restrict access to modify settings
  • Child Account Management: Allow or restrict access to create and administer sub accounts
  • Direct Management of Users, Roles, and Accounts for Child Accounts: Allow or restrict access to create and administer users, roles and account for child account and view documents that belong to child accounts
  • Email Design: Allow or restrict access to create and administer email designs
  • DocumentTRAK: Allows you to determine whether or not to enable custom web service notifications and automated web service or FTP transmission of completed documents.
  • DocumentTRAK™ - Advanced Features: Enables advanced DocumentTRAK configurations for specific use cases
  • Document Templates: Allow or restrict access to create and administer document templates
  • Document Envelopes: Determines whether or not multiple documents can be grouped into a single envelope
  • External Signature Device Support: Specifies whether or not documents or templates can be configured to allow written JotBlocks to be signed using an external signature device such as a signing pad
  • Data Export: Set to Yes to allow users with access to the Administration tab to be able to use the bulk Data Export tool

 

Document Preferences

Document preferences allow you to control default options and behaviors for documents.

  • Require Passwords for Access to Completed Documents: This allows the admin to set passwords to completed documents. In order for anyone to view the document a password would have to be entered.
  • Default Expiration Warning Period: The default number of days in advance of the expired date that a document expiration warning email will be sent
  • Default Number of Days Until Document Expiration: The default number of days that documents that have not been completed will be available to be signed before they expire (1-365 days.)
  • Enforce Typed Parameter Validation: Specifies whether or not typed parameter validation is enforced for document setup manually through the web interface or automatically through DocumentNOW integration
  • Document Link Expiration Configuration: You may specify how long signing links and access links to documents (such as those sent in signing completed emails) remain active. The recommended best practice is to specify an expiration date for all signing and document access links. Avoiding the use of permanent links to documents plays an important role in helping ensure the security and privacy of your data. Note that this is also a requirement for certain security compliance standards such as PCI. You may specify individual settings for:
    • Signing Link - links specific to signatories on a given document or envelope
    • Original Document Link - link to the document as it existed prior to signing
    • Interim Document Link - link to the document as it might be if signing has started but has not yet completed
    • Completed Document Link - link to the document after signing has been completed

Note: AssureSign clients configured prior to AssureSign version 4.4 will default to no expiration of links.

  • Default Port Number for External Signature Device Support: Specifies the port number AssureSign will use for communication with the LocalSign application for external signature device support
  • Allow Users To Change Pen Color For Drawn Signatures: Determines whether or not users can change pen color for drawn JotBlocks
  • Make New JotBlocks Typed By Default: Specifies whether or not new JotBlocks should be configured to accept typed input from a keyboard by default (classic setup only)
  • Make Typed JotBlocks Certified By Default: Specifies whether typed JotBlocks should be certified by default
  • Default Font for New Typed Certified JotBlocks: Specifies font to be used by default when adding a new typed certified JotBlock when designing a template or new document. This may be modified at the JotBlock level (classic setup only)
  • Make Signature JotBlocks Certified By Default: Specifies whether written JotBlocks are certified by default
  • Set Default Typed Instructions: specifies the default instructions offered to signers for Typed JotBlocks
  • Set Default Signature Instructions: specifies the default instructions offered to signers for Signature JotBlocks
  • Set the Default Signature Style Option: in simple setup, the initial style of Signature and Initials JotBlocks picked for a signer
    • Typed: new signers will be set to type their signature
    • Drawn: new signers will be set to draw their signature
    • Selectable: new signers may select the type of signature they would like to apply
  • Allow Signature Style Override: determines whether account users may change the signature style applied to new signers from the default
  • Automatically Delete Finalized Documents After How Many Days? - Optionally configures AssureSign to automatically delete documents a set number of days after the document has been finalized (completed, cancelled, declined, expired, etc). A value of '0' indicates that documents will not be automatically deleted.
  • Allow Users to Delete Documents? - Determines whether or not users will be able to delete documents for this account using the document details page in the administration portal or via the DocumentNow API.

 

Signing Customizations

Signing customizations allow for configuration of the display and behavior of the signing process.

  • Enable Signing Downloads?: Determines whether links to documents or attachments are displayed
  • Enable Signer Submission of Questions or Feedback?: Determines whether signers are able to submit feedback or questions to the document originator
  • Enable Signers to Decline Signing?: Determines whether signers are provided an option to explicitly decline signing a document
  • Require Feedback When Signing is Declined?: Determines whether signers are required to send feedback when declining to sign a document
  • Custom Signing Process Redirect URL: Optionally specifies a custom URL that signers should be redirected to upon signing process completion
  • Color Theme - Primary Color: Primary color used during the signing process
  • Page Header - Display Mode: Specifies display options for signing process
    • Display header with both a logo and configurable text
    • Display header with only a logo
    • Display header with only configurable text
    • Do not display header
  • Page Header - Custom Logo: Allows for upload of a custom logo up to 1 mb with the file extension gif, jpg, jpeg or png. Note: the maximum height of the image display area during signing is 70px. Images over 70px high will be scaled preserving the aspect ratio to fit the size of the image display area. While we do not specify a maximum width, we recommend the logo be no wider than 200px so that it will render equally well on all device sizes.
  • Page Header - Text: Text displayed in the page header during the signing process
  • Welcome Page - Welcome Message: The welcome message displayed with a signer first arrives on the signing page
  • Welcome Page - Signer Instructions When No Authentication Is Required: The instructions displayed to the signer after the welcome message when authentication is not required
  • Welcome Page - Signer Instructions When Authentication Is Required: The instructions displayed to the signer after the welcome message when authentication is required
  • Welcome Page - Enable Display of Signing Options List?: Sets whether or not a brief list of the available signing options is displayed after the welcome message
  • Finish Page - Signing Complete but Document Still in Progress Message: The message displayed after a signer completes signing but others have not yet completed their signing steps
  • Finish Page - Signing in Progress for Other Signers Message: The message displayed when a document or envelope is configured with sequential workflow and a signer accesses the signing process before previous signers have completed their signing steps
  • Finish Page - Signing Complete and Document Completed Message: The message displayed when a signer completes the signing process and the document is complete
  • Finish Page - Document Cancelled Message: The message displayed to a signer accessing a signing link when the document has been cancelled
  • Finish Page - Document Declined by Current Signer Message: The message displayed to the signer when they have declined the signing process
  • Finish Page - Document Declined by Another Signer Message: The message displayed to the signer accessing the signing page when another signer has declined the signing process
  • Finish Page - Document Expired Message: The message displayed to the signer accessing the signing page for a document that has expired
  • Finish Page - Document Cancelled Due to Signer Authentication Failure Message: The message displayed when a document is cancelled due to authentication failure
  • Finish Page - Document Cancelled Due to Another Signer Failing Authentication Message: The message displayed to a signer when the document has been cancelled due to another signer's authentication failure
  • Allow Customization of Terms and Conditions: Specifies whether or not the terms and condition the signer will agree to prior to signing can be customized
  • Terms and Conditions: The terms and condition the signer will agree to prior to signing when customization is allowed

 

Signer Authentication

These settings control default options and behaviors for signer authentication.

  • Require Signatory Passwords: Determines whether or not a signatory will always be required to enter a password to access the signing sessions
  • Default Signatory Password Prompt: The default prompt to display, overridable at the document or template level, to a signer required to enter a password
  • Knowledge Based Authentication (KBA): determines whether or not a signatory can be authenticated through a Knowledge Based Authentication mechanism
  • Knowledge Based Authentication Prompt: The default prompt to display to a signer when KBA is required
  • Knowledge-based Authentication Quiz Failure Message: The message to display to a signer when KBA fails
  • Knowledge-based Authentication Subject Lookup Failure Message: The message to display to a signer when the initial lookup of data for a customer fails 
  • Reauthentication Password Support: when Knowledge Based Authentication (KBA) is being used, enabling this setting will result in a signer being presented with a document-specific signing password after completing KBA.

 

DocumentNOW® Integration

These setting govern automation of the document creation process through the DocumentNOW® interface.

  • Enable DocumentNOW® Integration: specifies whether or not DocumentNOW® integration can be used to automating the document setup process
  • Enable Document Creation for Child Accounts Through DocumentNOW® Integration: governs whether or not DocumentNOW® integration can be used for creating documents for child accounts
  • Default File Retrieval Credential (DocumentNOW®): specifies the default credentials that AssureSign should use for authentication when retrieving underlying files for documents submitted through the DocumentNOW® interface via a SubmitWithFileRetrieval call
  • Allow Immediate Presentment on Document Templates: specifies whether or not document templates can be setup for immediate presentment
  • DocumentNOW® Account Context Identifier: displays the unique identifier for this account that will be required when setting up documents automatically through the DocumentNOW® interface in order to validate the request

 

Notification Preferences

Options and settings governing email and DocumentTRAK communications.

  • Emails should come from the user instead of the account: when set to Yes, the name of the user submitting the document will be used in the email display to the recipient, and the reply to address will be the email address of the user.  When this is set to no, the values in the settings "Sender Name for Emails" and "Sender Email Address for Emails" will be used.
  • Sender Email Address for Emails: this will be used as the reply to address on emails sent from this account when "Emails should come from the user instead of the account" is set to No.
  • Sender Name for Emails: this will be used as the displayed from value on emails sent from this account when "Emails should come from the user instead of the account" is set to No.
  • Send Emails as High Priority: Determines whether or not emails sent on behalf of this account during the document signing process are sent as high priority emails.
  • DocumentTRAK Credential: Specifies the credentials that AssureSign should use when sending custom web service notifications or distributing completed documents using a web service or FTP transport. You may elect to use this centrally set credential in DocumentTRAK designs, or you may also provide credentials for use only for a specific DocumentTRAK design.  This setting must be set when integrating with Salesforce through our solution for Salesforce.
  • SMTP Configuration for Email Activity: Available in on-premises installations only for local email server connections.
  • DocumentTRAK Retry Policy: This retry policy controls the behavior that occurs when AssureSign is unable to successfully send a DocumentTRAK notification. The retry policy is configured using the following attributes:
    • Interval Type: indicates whether there is a fixed wait interval between each attempt or if the wait interval increases exponentially with each failed attempt.
    • Base Interval Time (minutes) - for a fixed interval policy, this indicates the number of minutes to wait in between each attempt. For an exponential backoff interval policy, this indicates the initial number of minutes to wait after the first attempt. The wait period after any subsequent attempts will increase from this base amount based on the configured multiplier.
    • Maximum Attempts: indicates the maximum number of attempts AssureSign will make to send this notification before it is considered a failure.
    • Maximum Interval Time (minutes): for expontential backoff interval policies, this indicates the maximum wait time that can occur between attempts. Once this maximum is reached, all future attempts will be scheduled using this wait time.
    • Interval Multiplier: for exponential backoff interval policies, this indicates the multipler that will be used to increase the wait period between attempts.

 

Report Preferences

Controls default options and behaviors of reports.

  • Expose Signing Link: Determines whether or not document signing links will be exposed on the document detail page (generally only made available when an account manually provides signing links through some internal process to their signers)

 

Security Preferences

Used to control global security settings for your account. Please review Security Best Practices topics for an in-depth review of these settings.

  • Security Strength: Specify a predetermined strength of security settings or choose custom to set them manually
  • Require New Users to Change Password After First Login: Turning this on will require all new users to change their passwords after they first successfully login to AssureSign
  • Behavior for Handling Failed Login Attempts: Specifies the behavior to use when handling failed login attempts. This includes behaviors such as enforcing an increasing delay between failed login attempts or locking users out altogether after a set number of failed login attempts.
  • Password Strength: Specify the required strength of users passwords
  • Minimum Password Length: Specify the required length of users passwords
  • Number of Days Until Password Expiration: Specify the number of days until users password expire
  • Number of Password Changes Before Password Reuse: Specify number of password changes that must be made before the same password can be reused
  • Number of Idle Minutes Until Session Timeout: Specify number of minutes at which a user is logged out after no activity
  • IP Address Restrictions: When enabled for an account, allows restricting access to Administrator Report pages, the Document Signing page, and DocumentNOW API to certain IP addresses or ranges of addresses
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