Configure enterprise default settings
Last updated
Last updated
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SigningHub allows you to configure default settings for your enterprise account. This enables your enterprise users to perform their tasks more efficiently and faster. In particular, it reduces the number of API calls required for standard workflows to increase the speed of integration with third-party business applications.
Login with your enterprise admin credentials.
Click "Configurations" in left menu and click "Advanced Settings" under Settings options in Enterprise Configurations section.
Tap on the Default Settings tab, configure the desired settings and click "Save changes".
There are different types of settings that you may configure:
Login Based Settings
Document Settings
Recipient, Document, and Reminder Permissions
Default Role for Unregistered Users
Witness Signature Reason
Password Strength Policy
Optimize Storage Space
Alert Setting
There are two configurations, i.e.:
Auto trigger authentication profile
Automatic location detection
The "Auto trigger authentication profile" option will only appear when your subscribed Service Plan allows the use of a private authentication. To automatically trigger a private authentication profile for your enterprise users, select this option and choose an authentication profile from the list. The list will display all the private authentication profiles that are allowed in your Service Plan. Enterprise users browse to your configured enterprise URL for login, and configured authentication profile is automatically triggered without the need for the user to identify themselves first. This means they do not have to submit their respective email address in order to start the authentication process. The "Automatic location detection" option allows SigningHub to auto detect the country of your enterprise users when they login from a different location (other than what is configured in their profile) and show it in a pop up. The users will then have the option whether to update the location information in their profile or not. Keep this option un-selected if you don't want SigningHub to detect the location of your Enterprise Users.
Set the default document settings for a new workflow:
Enable this to add a unique identifier field by default in the PDF documents header on Upload. A unique identifier will remain the same for all the documents in a single document package of a workflow.
The Enterprise Users can however overrule these default settings as required while configuring their workflows.
This section will be visible when your subscribed Service Plan enables the option of "Add a unique identifier in the document header on uploading a document" in its Documents tab.
Set the default recipient, document, and reminder permissions for a new workflow:
The Enterprise Users can however overrule these default settings as required while configuring their workflows.
This section only defines the default recipient, document, and reminder permissions for a workflow. The enterprise users can overrule these default settings as required while configuring their workflows.
The reminders shall be sent based on the configuration of the "Send Reminder Notification Time" thread in the core settings in SigningHub Admin.
Role that will be used for guest/unregistered users when they sign a document. The user roles are managed from the Roles section, see details.
A guest user can apply a digital signature to a document if "No Authentication" is set in the assigned role. They would need to register to perform this action. A guest user can also choose language from the Document Viewer screen, if they are directly signing a document from an email link. However, this feature is controllable from SigningHub Admin.
This options shall only appear if a GeoIP connector has been configured in the SigningHub Admin's "Global Settings" page. The "Auto detect location and timezone for unregistered users" feature allows SigningHub to automatically detect the location and time zone of a guest user. By default, this option will be disabled.
In the following situations, SigningHub will use the location and time zone configured under "Global Settings" in the SigningHub Admin, for all the unregistered users:
If the GeoIP connector has not been configured in the SigningHub Admin.
If the GeoIP connector has been configured but is either faulty or not functional.
If the GeoIP connector is functional but the "Auto detect location and timezone for unregistered users" option is disabled.
Reason that will be used by your enterprise users when they add a witness digital signature on a document. With this you can make the witness signing reason uniform across your enterprise. Use the [USER_NAME] variable in the field if you want to include the names of enterprise users (in the reason) before adding witness digital signatures. It will be auto filled-in by SigningHub with respect to each user while signing.
A witness digital signature is a digital signature that is generated by using a public signing certificate (also known as witness certificate) available on the server.
Configure the enterprise password policy for your enterprise users. The enterprise users will have to comply with the configured policy upon set/reset of their account passwords. Configure the password restrictions as required by ticking the relevant check boxes:
Minimum Characters in Password
Include at least one upper case character
Include at least one numeric character
Include at least one special character
Enforce a password change upon next login - Enable this to enforce your Enterprise users to change their password after first login. This will be applicable to the newly registered users only.
Set a password expiration duration - Enable this to auto-expire the passwords of your enterprise users after a certain time period. Specify the number of days in the "Expiry Duration (Days)" field after which SigningHub should expire the user passwords.
Based on your subscribed Service Plan, SigningHub assigns a specific storage quota to your enterprise account. This can be increased by contacting Ascertia Support if required. The storage space can be seen by viewing your current Enterprise Service Plan. It is recommended to effectively utilize the account storage space by keeping document revisions and final signed documents on your local system, cloud drives, or document management system.
Enable "Save every document revision":
When enable, the system will start maintaining the downloadable document revisions for each change in the document (i.e. new sign, adding text, filling initials, etc.) along with their logs. These document versions provide complete document tracking, but consume more storage. The enterprise users within your enterprise will be able to download all these document revisions, by using the "Workflow history" option.
When disable, the system will stop maintaining the downloadable document revisions for each change in the document (i.e. new sign, adding text, filling initials, etc.). The enterprise users within your enterprise will be able to download only the initial and final versions of the document, by using the Workflow history option. However, the log of each change in the document is maintained accordingly.
Specify the time in seconds after which the system notifications should disappear. The displayed value is the one that is configured in SigningHub Admin. You can change this time for your Enterprise account as required.
A private authentication profile is the one that is exclusively used for corporate logins and is not available to the end users (public) on their Login screen and Integration screen of SigningHub Desktop Web. The availability of private authentication profiles is subject to your subscribed Service Plan. If you cannot find this option in your account, upgrade your enterprise service plan.
