To configure your enterprise profile:

1. Login with your enterprise admin credentials.

2. Click "Configuration" and click on "Enterprise Information" under About options in Enterprise Administration section.
3. Click on "Edit" button.
4. Specify your information as required and click "Save changes" button.

See the below table for fields description:

SigningHub enables you to manage (Add, Edit, and Delete) a list of enterprise contacts to help make sending documents even easier. These enterprise contacts are available to all the enterprise users within your enterprise, when they need to add recipients in a and/or in a . Also, when a new enterprise user's account is activated, s/he is automatically added in the enterprise contacts by SigningHub.

Add a new enterprise contact

1. Login with your enterprise admin credentials.

2. Click "Configurations" in left menu and select "Contacts" under People options in Enterprise Configurations section.
3. Click "Add a contact" button on Contacts screen.
4. Fill the required information in the "Add a contact" dialogue and submit.

Edit your enterprise contact

1. Login with your enterprise admin credentials.

2. Click "Configurations" in left menu and select "Contacts" under People options in Enterprise Configurations section.

3. Select the desired contact and click "Edit" button in right panel.
4. Fill in the desired information in the "Edit Contact" dialogue and submit.

Delete your enterprise contact(s)

1. Login with your enterprise admin credentials.

2. Click "Configurations" in left menu and select "Contacts" under People options in Enterprise Configurations section.

3. Select the desired contact and click "Delete" button in right panel.
4. Click "Delete" in confirm dialogue.

SigningHub enables you to manage (Add, Edit, and Delete) enterprise groups for the , , and/ or purposes. These enterprise groups are available to all the enterprise users within your enterprise, when they need to add recipients in a and/or in a .

Create a new enterprise group

1. Login with your enterprise admin credentials.

2. Click "Configurations" in left menu and select "Groups" under People options in Enterprise Configurations section.
3. Click "Add group" button on groups screen.
4. Provide "name" and "description" and click "Add member" button.
5. Enter name or email in the dialogue and after selecting the required contact, click "Add member".
6. Click "Save new group" button.

Edit your enterprise group

1. Login with your enterprise admin credentials.

2. Click "Configurations" in left menu and select "Groups" under People options in Enterprise Configurations section.

3. Select the desired group and click "Edit" button in right panel.
4. Change the desired information and/or Add or remove member.
5. Click "Save changes" button.

Delete your enterprise group(s)

1. Login with your enterprise admin credentials.

2. Click "Configurations" in left menu and select "Groups" under People options in Enterprise Configurations section.

3. Select the desired group and click "Delete" button in right panel.
4. Click "Delete" on confirm dialogue.

SigningHub records high-level activities for each Enterprise Settings change along with the particular date and time stamps. The detailed insight is useful to provide an effective audit trail for monitoring any setting change in an Enterprise account. These logs will be available to those enterprise users/ administrators for which the "Enterprise Logs" option is enabled in their role.

In this regard, the following activities are logged:

• When you update enterprise profile

• When you change a user role

• When you delete a user

• When you invite a user

• When you import a CSV file to invite users

• When you resend an invitation to a user

• When you delete an invitation

• When you register a single user

• When you register bulk users

• When you update Active Directory user settings

• When you add a new role

• When you update an existing role

• When you delete an existing role

• When you clone an existing role

• When you add an enterprise contact

• When you update an enterprise contact

• When you delete an enterprise contact

• When you import a CSV file to add enterprise contacts

• When you add a new enterprise group

• When you update an existing enterprise group

• When you delete an existing enterprise group

• When you add an enterprise template

• When you update an enterprise template

• When you delete an enterprise template

• When you clone an enterprise template

• When you upload/ add a document in enterprise library

• When you update a document from enterprise library

• When you delete a document from enterprise library

• When you add an electronic seal

• When you update an electronic seal

• When you delete an electronic seal

• When you disable two factor authentication (2FA)

• When you regenerate two factor authentication (2FA) Recovery Codes

• When you update a notification email

• When you update a notification email content

• When you reset a notification email to default

• When you update application integration settings

• When you update report settings

• When you update document settings

• When you add an enterprise legal notice

• When you update an enterprise legal notice

• When you delete an enterprise legal notice

• When you add a certificate filter

• When you update a certificate filter

• When you delete a certificate filter

• When you enable your enterprise user

• When you disable your enterprise user

• When you update the enterprise default settings

• When you update enterprise branding

• When you update webhooks

View your Enterprise Logs

1. Login with your enterprise admin credentials.

2. Click "Configurations" in left menu and click "Logs" under About options in Enterprise Configurations section.
3. Click "Next" to view your older activity logs. The system will keep fetching the records accordingly. You can also view the associated information of each activity by clicking the respective "Activity".

Search your Enterprise Logs

You can search the enterprise logs on the basis of the relevant "User Name" or "User Email ID" from the top right "Filter".

Use the "Advanced Search" option

In case the enterprise logs are in bulk and its hard for you to reach out the exact instance, you can use the "Advanced Search" option. This will enable you to input multiple parameters to retrieve the exact record.

1. Click "Advanced search" button on top right of the grid.
2. Specify the available information in the respective fields in the dialogue and click the "Advanced search" button. The system will retrieve the enterprise logs by incorporating all the input parameters in the search.

You can register your enterprise users in bulk through a CSV file. The CSV file must have the valid email addresses of the contacts. SigningHub supports three different types of email headers (i.e. Primary Email, E-mail Address, and Email Address) to pick up the email addresses from a CSV file. This is a smart way for the enterprise admins to directly register multiple users into their enterprise account through a single click, without even following the default registration and activation steps. Moreover, you can also enable/ disable the system access of your enterprise users as required.

System Access

Register the users through a CSV file

1. Login with your enterprise admin credentials.

2. Click on "Configuration" in left menu and click "Users" under People options in Enterprise Administration section. Users Screen will appear.

3. Click "Bulk register" button.
4. Select the role for all the users to be registered. The default role is automatically selected for the new registrations, change it as required.

5. From the "Send Email" field, choose when to send the notification email to the newly added user:

6. From the "Send Email" field, choose when to send the notification email to the newly added user:

   • None: select this option when you want the user to be auto activated without receiving any email. This option is recommended when the user needs to use an external IDP (i.e. Active Directory, Salesforce, Linked-in, etc) for system authentication.

   • Send Registration Email: select this option when you want the user to be auto activated without receiving the activation email. Only the registration email will be sent (to the user) that contains the information like Enterprise Admin name who has registered the user, and the Enterprise name in which the user has been registered. This option is recommended when the user needs to use an external IDP (i.e. Active Directory, Salesforce, Linked-in, etc) for system authentication.

   • Send Activation Email: select this option when you want the user to receive the activation email and activate their account through it. This option is recommended when the user needs to use the SigningHub ID for system authentication.

7. Drag/Drop or select the required csv from system. All those users (with valid email addresses in the CSV file) that are not available in system, or available in system as guest, or have been marked as deleted, will be registered and auto activated in your enterprise with the enabled SigningHub access.
8. Click on "Submit" button.

How to get a CSV file?

There are multiple ways to get a CSV file. You can create a CSV file using any word processing, database, spreadsheet or text edit applications. When creating a CSV file, the first row must be the header row that shows the field names for the file. Each subsequent row can then represent a unique user email id along with the user's names (i.e. first name and last name). A CSV file should contain the following information:

• "Email Address" to input user's email id. It is a mandatory column header.

• "Last Name" to input user's last name. It is an optional column header.

• "First Name" to input user's first name. It is an optional column header.

You can also export your contacts (in a CSV file) directly from Outlook, Thunderbird, or any other email service provider. Since SigningHub is mainly concerned with the email column header of a CSV file, therefore three types of headers are supported, i.e. Primary Email, E-mail Address, and Email Address.

• You can edit any content inside a CSV file as required.

• In case the contact names are specified in a CSV file (i.e. First Name and/ or Last Name), they will be populated accordingly in the name fields of a contact.

• In case a contact name is not specified in any name field, then the contact username (portion of email address before the "@" symbol) will be shown as contact name.

• The rest of the column headers inside a CSV file are not related to SigningHub, so they will be ignored when you import the file.

SigningHub allows you to import contacts in bulk using a CSV file. The file must have the valid email addresses of each contact. This is a smart way for individuals and enterprise users to add multiple contacts into SigningHub through a single click. SigningHub supports:

• The "Primary Email", "E-mail Address", and "Email Address", to read the email address from the CSV file.

• The "Mobile Number" header to read the mobile number of the contacts.

Import enterprise contacts through a CSV file

1. Login with your enterprise admin credentials.

2. Click "Configurations" in left menu and select "Contacts" under People options in Enterprise Configurations section.

3. Click "Bulk contacts" button.
4. Drop or upload csv file to "Bulk contacts" dialogue and submit.

All the contacts (with valid email addresses) that do not previously exist in your SigningHub account, will be added from the CSV file.

How to get a CSV file?

There are multiple ways to get a CSV file. You can create a CSV file using any word processing, database, spreadsheet or text edit applications. When creating a CSV file, the first row must be the header row that shows the field names for the file. Each subsequent row can then represent a unique user email id along with the user's names (i.e. first name and last name).

A CSV file should contain the following information:

• "Email Address" to input user's email id. It is a mandatory column header.

• "Last Name" to input user's last name. It is an optional column header.

• "First Name" to input user's first name. It is an optional column header.

• "Mobile Number" to input user's mobile number. It is an optional column header.

You can also export your contacts (in a CSV file) directly from Outlook, Thunderbird, or any other email service provider. Since SigningHub is mainly concerned with the email column header of a CSV file, therefore three types of headers are supported, i.e. Primary Email, E-mail Address, and Email Address.

• You can edit any content inside a CSV file as required.

• In case the contact names are specified in a CSV file (i.e. First Name and/ or Last Name), they will be populated accordingly in the name fields of a contact.

• In case a contact name is not specified in any name field, then the contact username (portion of email address before the "@" symbol) will be shown as contact name.

• The rest of the column headers inside a CSV file are not related to SigningHub, so they will be ignored when you import the file.

SigningHub facilitates you to directly register any user into your enterprise without even following the default registration and activation steps. Once registered, you can enable/ disable the system access of your enterprise users as required. You can search the registered useers on the basis of their name/ email, and can also sort them in ascending or descending order as required.

System Access

Directly register an enterprise user

1. Login with your enterprise admin credentials.

2. Click on "Configuration" in left menu and click "Users" under People options in Enterprise Administration section. Users Screen will appear.

3. Click "Add a user" button.
4. Specify Name, Common Name, Email, Role, Mobile Number, Job TItle, Company Name, Language, Country, Remote Authorisation Signing ID, Cloud Signature Consortium (CSC) User ID, CSP Signing ID, Send Email, and the National ID of the enterprise user in the provided fields. Only the Name, Email and Common Name fields are the mandatory ones. The default role is automatically selected for the new registration, change it as required. Common Name is used for the certificate name that is issued against each registered user. The issued certificate identifies the user and their enterprise.
5. From the "Send Email" field, choose when to send the notification email to the newly added user:

   • None: select this option when you want the user to be auto activated without receiving any email. This option is recommended when the user needs to use an external IDP (i.e. Active Directory, Salesforce, Linked-in, etc) for system authentication.

   • Send Registration Email: select this option when you want the user to be auto activated without receiving the activation email. Only the registration email will be sent (to the user) that contains the information like Enterprise Admin name who has registered the user, and the Enterprise name in which the user has been registered. This option is recommended when the user needs to use an external IDP (i.e. Active Directory, Salesforce, Linked-in, etc) for system authentication.

   • Send Activation Email: select this option when you want the user to receive the activation email and activate their account through it. This option is recommended when the user needs to use the SigningHub ID for system authentication.

Two factor authentication (2FA) strengthens access security by requiring two methods to verify your identity. SigningHub allows you to configure a Time based One Time Password (TOTP) under two factor authentication (2FA). A Time based One Time Password (TOTP) is a temporary passcode generated by an algorithm that uses the current time of day as one of its authentication factors. Time based One Time Passwords provide additional security as even if a user's traditional password is stolen or compromised, an attacker cannot gain access without the TOTP, which expires quickly. SigningHub allows the Enterprise Admin the option to reset the two factor authentication (2FA) configured against an enterprise user. The "Reset 2FA" option will only appear if the "Enable Time based One Time Password (TOTP)" option is enabled in the user's service plan, and the user has configured two factor authentication (2FA).

Reset 2FA of your enterprise user

1. Login with your enterprise admin credentials.

2. Click on "Configuration" in left menu and click "Users" under People options in Enterprise Administration section. Users Screen will appear.

3. If you want to view further detail of your user, select the user and click "User preferences" button in right panel.
4. Click "Reset password" button.

5. Click "Yes" from the 2FA dialogue appear.

SigningHub records the high-level activities of each user account along with particular date and time stamps, and other details to provide an effective audit trail. There are mainly five types of activities that are logged against each user, i.e. Account/ User, Document, Billing, Settings and Enterprise related activities, see . You can view these activities of each user within your enterprise.

View the activities of your enterprise user

1. Login with your enterprise admin credentials.

2. Click on "Configuration" in left menu and click "Users" under People options in Enterprise Administration section. Users Screen will appear.

3. If you want to view further detail of your user, select the user and click "User preferences" button in right panel.
4. Expand the "Activity" tab. Click on any and you can see the details in right panel.

SigningHub allows you to configure a specific quota against each system resource/ service for your enterprise users on individual basis. This is useful to restrict them from abusing the system resources as allowed in your enterprise service plan. In this way, you can prevent your enterprise from being hijacked by a few individuals consuming the available resources.

Set service quota of your enterprise user

1. Login with your enterprise admin credentials.

2. Click on "Configuration" in left menu and click "Users" under People options in Enterprise Administration section. Users Screen will appear.

3. If you want to view further detail of your user, select the user and click "User preferences" button in right panel.
4. Expand "Usage and Limits" tab and you can configure the limits in numbers.
5. Click "Save changes" button.

Usage Statistics

SigningHub enables you to manage (Invite, register, update role, delete, change password, enable and disable, view activities and statistics) users' registrations for your enterprise. You can directly register your enterprise users, or may also invite them through emails. The users accepting your invitations are then brought into your enterprise as the registered enterprise users.

View your registered enterprise users

1. Login with your enterprise admin credentials.

2. Click on "Configuration" in left menu and click "Users" under People options in Enterprise Administration section. Users Screen will appear.
3. If you want to view further detail of your user, select the user and click "User preferences" button in right panel.
4. User detail screen will appear with all the information in respective tabs.

Registration States

Delete your enterprise user(s)

1. Login with your enterprise admin credentials.

2. Click on "Configuration" in left menu and click "Users" under People options in Enterprise Administration section. Users Screen will appear.

3. Select the user(s) you want to delete and click "Delete" button in right panel.
4. A dialog will appear to confirm the user(s) deletion activity.

   1. Click the "Delete" button without selecting the "Delete user permanently" option to remove the selected enterprise user(s) from your enterprise account. SigningHub will transform these account(s) from enterprise user(s) to individual account(s) with the default (free) service plan.

   2. Click the "Delete" button after selecting the "Delete user permanently" option to purge the selected enterprise user(s). SigningHub will permanently delete these accounts from system along with their transactions.

Download the records in excel sheet

You can export the enterprise users record to an excel sheet file (xlsx) by clicking "Export to excel" button. The excel sheet file is downloaded to your local Downloads folder.

SigningHub lets you initiate the password changing process of your enterprise users. In this case, a password resetting email is sent to the respective enterprise user, from where they can change their account password.

Reset the password of your enterprise user

1. Login with your enterprise admin credentials.

2. Click on "Configuration" in left menu and click "Users" under People options in Enterprise Administration section. Users Screen will appear.

3. If you want to view further detail of your user, select the user and click "User preferences" button in right panel.
4. Click "Reset password" button.

The respective enterprise user will be sent an email including the password change link. From where they can change their SigningHub account password.

At times people make typo mistakes while adding user information, or the details may require update after certain time period. SigningHub therefore allows an enterprise admin to edit/ update their enterprise users' information as required. You can edit user name, their mobile number, job title, and company name. Similarly, you can also change the role of your enterprise user anytime in order to update their system access.

Edit the details of your enterprise user

1. Login with your enterprise admin credentials.

2. Click on "Configuration" in left menu and click "Users" under People options in Enterprise Administration section. Users Screen will appear.

3. If you want to view further detail of your user, select the user and click "User preferences" button in right panel.
4. Open "Profile Information" tab and click "Edit" button.
5. Fill in the detail as required. Since the "Email" field is used as user's SigningHub account ID, therefore it is not editable and is displayed as a read-only field.

Signing Certificates

Business applications can use this service API to add a certificate for Enterprise Users into their Enterprise account. An enterprise Admin who has permissions to manage enterprise users in this role, can import RAS (Remote Authorization Signing) enabled certificates for signing. Furthermore, the signing certificates appears at signing time (if RAS is enabled under service plan and under intended user's role). The Role dictates things such as allowed signing capacities available to the user.

1. SigningHub will provide an option to enterprise admin that will allow to add (import) / update / delete user certificates. Management of certificates will only be limited to those certificates that has been imported by Enterprise admin and not the ones which are generated by system. End user will get all signing certificates added by Enterprise admin or by system. Option will only appear if Enterprise has RAS enabled in service plan other than that Enterprise will not be able to manage user certificates.

Pre-requisite (for Client)

Add a Signing Certificate

1. Open "Add a Signing Certificate" tab and click "Add a Signing Certificate" button.
2. Fill the required information in the appeared dialogue.
3. Click "Save changes".

The Document Preferences tab lets you configure documents related settings in a role. From here you can set the privileges for the document owners and recipients (within your enterprise) registered with this role, and may also configure document related provisions available within integration mode (i.e., iFrame). The concept of has been introduced which allows delegating your document processing authority to a group of users, configure it as required. It also provides a team working environment, where the peers have the same set of privileges inside a space and can process the team documents accordingly.

Configure document preferences in a role

1. Login with your enterprise admin credentials.

2. Click "Configuration" in left menu.

3. Choose "Roles" under People options in Enterprise Administration section.

4. Select the role to edit and click "Edit Role" in right panel. Role screen will appear for re-configurations.

5. Click "Document Preferences". Select the user settings check boxes and their respective granular access as required.
6. Click "Save changes".

See the description in the "Document Preferences" table below.

Document Preferences

SigningHub allows the Enterprise Admin to access the enterprise documents, if you want to view your enterprise documents, go to the enterprise documents listing. SigningHub maintains a log of each action being performed on a document along with the respective date and time stamps. The "Workflow Details" dialog which presents the logs of each action being performed consists of two tabs; "Workflow History" and "Workflow Timeline". However, viewing "Workflow Details" is subject to your assigned enterprise user role. These logs are only available to the respective Enterprise Admin.

Workflow History

The following document actions are logged under "Workflow History":

• When was the document uploaded by a user

• When was the document added from library by a user

• When was the document added from cloud by a user

• The original format of the uploaded document

• When the document was converted to pdf format after upload

• When was the document opened by a user

• When was the document closed by a user

• When was the contact added in the document by a user

• When was the comment added in the document by a user

• When was an attachment added in the document by a user

• When was a text field added in the document by a user

• When was a form field filled in the document by a user

• When was a form field text updated in the document by a user

• When was the document initials were filled by a user

• When was the document signed In-person by a user

• When was the document signed by a user

• The signing capacity with which a user signed the document

• The signing reason for signing the document

• When was the document shared by a user

• When was the document recalled by a user

• When was the document approved by a user

• When was the document updated by a user

• When was the document hosted for in-person signatures by a user

• When was the post processing activity done on the document by a user

• When was the document declined by a user

• When was the document renamed by a user

• When was the document deleted by a user

• When was the document printed by a user

• When was the document added in the library by a user

• When was the document downloaded by a user

• When was the document template added by a user

• When was the document template applied by a user

• When was the document workflow completed by a user

• When was the document workflow updated by a user

• When was the attached legal notice accepted by a user

Workflow Timeline

The following document details are logged:

• Who was the document shared with

• When was the document shared

• Who processed the document (signer, reviewer, editor, delegator, meeting host, gatekeeper)

• When was the document processed

• The time taken by the recipient to process the document

• Total time taken to process the document

• When was the document recalled by the user

View workflow details of an enterprise document

1. Login with your enterprise admin credentials.

2. Click "Configurations" in left menu and click "Documents" under Documents & Signing options in Enterprise Configurations section.

3. Select the document package to view its details and click "Signing details" in right panel.
4. Click "History".
5. The history will be displayed in right panel.

Add Custom Signing Certificate

An Enterprise Administrator with the permissions to manage enterprise users in his role, can import a custom certificate for signing. Furthermore, the signing certificates appear at the time of signing. The signing capacities appear on the signing dialog as per the capacities available in a user's role. Enterprise Roles are described in detail here.

1. Login with your enterprise admin credentials.

2. Click "Configurations" from left-menu and click "Users" under "People" options in "Enterprise Configurations" section.

3. Select the desired user and click "User preferences" in right panel.
4. Expand "Add a Signing Certificate" tab and click "Add a Signing Certificate" button.
5. Provide the Capacity Name , Certificate Alias and Certificate (CER) for your certificate. Enable the "Mark as default" option if you want to display your certificate as selected by default in the signing dialog. Additionally, you can select Level of Assurance and Protect Keys Using Option too. Default selected value for Level of Assurance will be Advanced Electronic Signature and for Protect Keys Using it will be User Password.
6. Click "Save changes".

Edit Signing Certificate

1. Login with your enterprise admin credentials.

2. Click "Configurations" from left-menu and click "Users" under "People" options in "Enterprise Configurations" section.

3. Select the desired user and click "User preferences" in right panel.

4. Under "Add a Signing Certificate" tab, click on the desired certificate and click "Edit" in the right panel.
5. You can update Capacity Name, Certificate Alias, Certificate (CER) and Level of Assurance for your certificate. Click on the Set as default option if you want to display your certificate as selected by default in the signing dialog.
6. Click "Save changes" button.

Delete Signing Certificate

1. Login with your enterprise admin credentials.

2. Click "Configurations" from left-menu and click "Users" under "People" options in "Enterprise Configurations" section.

3. Select the desired user and click "User preferences" in right panel.

4. Under "Add a Signing Certificate" tab, click on the desired certificate and click "Remove" in the right panel.
5. Click "Delete" in the confirmation dialogue.

You can also invite your enterprise users in bulk through a CSV file. The CSV file must have the valid email addresses of the users. SigningHub supports three different types of email headers (i.e. Primary Email, E-mail Address, and Email Address) to pick up the email addresses from a CSV file. This is a smart way for the enterprise admins to invite multiple users to their enterprise account through a single click. The users accepting your invitations are brought into your enterprise as the registered enterprise users. You can search the invitation records on the basis of user's name/ email, and can also sort them in ascending or descending order as required.

A user invitation can have three different statuses:

Invite users to your enterprise through a CSV file

1. Login with your enterprise admin credentials.

2. Click "Configurations" from left-menu and click "Users" under "People" options in "Enterprise Configurations" section.

3. Click "Bulk invite" in "Invitations" section.
4. Select a role for all the users to be invited. The default role is automatically selected for the invitees, change it as required. The users accepting the invitations will have the same (this) role in the enterprise account.
5. Select the csv file and click "Submit".

All those users (with valid email addresses in the CSV file) that have not been previously invited, or have declined or have ignored the previous invitation, will be invited. An invitation email and web notification will be sent to each such invitee with the account registration link.

How to get a CSV file?

There are multiple ways to get a CSV file. You can create a CSV file using any word processing, database, spreadsheet or text edit applications. When creating a CSV file, the first row must be the header row that shows the field names for the file. Each subsequent row can then represent a unique user email id along with the user's names (i.e. first name and last name).

A CSV file should contain the following information:

• "Email Address" to input user's email id. It is a mandatory column header.

• "Last Name" to input user's last name. It is an optional column header.

• "First Name" to input user's first name. It is an optional column header.

You can also export your contacts (in a CSV file) directly from Outlook, Thunderbird, or any other email service provider. Since SigningHub is mainly concerned with the email column header of a CSV file, therefore three types of headers are supported, i.e. Primary Email, E-mail Address, and Email Address.

• You can edit any content inside a CSV file as required.

• In case the contact names are specified in a CSV file (i.e. First Name and/ or Last Name), they will be populated accordingly in the name fields of a contact.

• In case a contact name is not specified in any name field, then the contact username (portion of email address before the "@" symbol) will be shown as contact name.

• The rest of the column headers inside a CSV file are not related to SigningHub, so they will be ignored when you import the file.

Download the records in excel sheet

You can export the users invitations to an excel sheet file (xlsx) by clicking "Export to excel" available under "Invitations" section. The excel sheet file is downloaded to your local Downloads folder.

SigningHub provides comprehensive search facility to search your enterprise users. You can either use the default search bar or go for advance search to retrieve an enterprise user from the list. The default search bar allows searching on the basis of user name or their email ID. While if your enterprise users are in bulk and its hard for you to find the required user, you can use combination of multiple parameters to reach the exact user. This input of multiple parameters is called advance searching.

Search your enterprise user

1. Login with your enterprise admin credentials.

2. Click "Configurations" from left-menu and click "Users" under "People" options in "Enterprise Configurations" section.

3. Specify the name or email ID of your enterprise user in the search bar (shows up by clicking "Filter" button).

Use the advanced search option

1. Login with your enterprise admin credentials.

2. Click "Configurations" from left-menu and click "Users" under "People" options in "Enterprise Configurations" section.

3. Click "Advanced search" button.
4. Specify the available information in the respective fields and click the "Search" button. SigningHub will retrieve the enterprise user by incorporating all the provided parameters in the search.

SigningHub enables you to invite users to your enterprise through emails. The users accepting your invitations are brought into your enterprise as the registered enterprise users. You can search the invitation records on the basis of user's name/ email, and can also sort them in ascending or descending order as required.

A user invitation can have three different statuses:

Invitation Status

Invite users to your enterprise

1. Login with your enterprise admin credentials.

2. Click "Configurations" from left-menu and click "Users" under "People" options in "Enterprise Configurations" section.
3. Click "Send an invitation" in "Invitations" section.
4. Specify Name, Email, and Role of the user in the provided fields. The default role is automatically selected for the invitee, change it as required.
5. Click the "Submit" button. An invitation email and web notification will be sent to the invitee with the account registration link.

Resend an invitation to the same user

1. Login with your enterprise admin credentials.

2. Click "Configurations" from left-menu and click "Users" under "People" options in "Enterprise Configurations" section.

3. Select the user you want to resend invite to and click "Resend invite" from right panel. The invitation email will be resent to the user.

Delete your invitation(s)

1. Login with your enterprise admin credentials.

2. Click "Configurations" from left-menu and click "Users" under "People" options in "Enterprise Configurations" section.

3. Select the user you want to resend invite to and click "Withdraw invite" from right panel.
4. Click "Withdraw" from the confirmation dialogue. SigningHub will invalidate the invitation link(s) that have been previously sent to the invited user(s).

Download the records in excel sheet

You can export the users invitations to an excel sheet file (xlsx) by clicking "Export to excel" available under "Invitations" section. The excel sheet file is downloaded to your local Downloads folder.

The tab lets you configure basic information as well as authentication settings. Basic information consists of role name, description and whether it'll be default for new users or not. The Login Authentication lets you configure a private authentication method in a role. This method is specifically used for the login authentication of your enterprise users, and will not be available to public users under the "More Login Options" link of login screen. At the time of login, SigningHub will check the IDs of your enterprise users and allow them to only authenticate themselves through the private method configured in their role. However they can also login by using "More Login Options" link, if you allow them to use public authentication methods.

Configure basic information in a role

1. Login with your enterprise admin credentials.

2. Click "Configuration" in left menu.

3. Choose "Roles" under People options in Enterprise Administration section.

4. Select the role to edit and click "Edit Role" in right panel. Role screen will appear for re-configurations.

5. Click "Basic Information". Configure the basic information as required.
6. Click "Save changes".

See the description in the "Basic Information" table below.

Basic Information

Configure login authentication in a role

1. Login with your enterprise admin credentials.

2. Click "Configuration" in left menu.

3. Choose "Roles" under People options in Enterprise Administration section.

4. Select the role to edit and click "Edit Role" in right panel. Role screen will appear for re-configurations.

5. Click "Basic Information". Configure the authentication settings as required.
6. Click "Save changes".

See the description in the "Authentication Preferences" table below.

Authentication Preferences

The User Access Preferences tab lets you configure the usability related SigningHub modules in a role. You can select your choice modules from the list to make them available to your enterprise users (registered with this role) for navigation. SigningHub supports granular access management along with their fine grained authorization, i.e. read, add/ edit, and delete access on different modules/ sub modules of the system.

Configure user access preferences in a role

1. Login with your enterprise admin credentials.

2. Click "Configuration" in left menu.

3. Choose "Roles" under People options in Enterprise Administration section.

4. Select the role to edit and click "Edit Role" in right panel. Role screen will appear for re-configurations.

5. Click "User Access Preferences". Select the user settings check boxes and their respective granular access as required.
6. Click "Save changes".

See the description in the "User Access Preferences" table below.

User Access Preferences

When you purchase an enterprise account of SigningHub, a default Enterprise Admin user is provided to you, having all the privileges and access in your SigningHub account. You can use the credentials of your Enterprise Admin to configure the role based granular access (i.e. read, add/ edit, and delete access on different modules/ sub modules of the system) for your enterprise users. You can even create multiple Enterprise Admins as required. When a new Enterprise is created, two roles will also be created in the Enterprise: Enterprise Admins and Enterprise Users. The Enterprise Users role is marked as "default", which means whenever a new user will be created in this Enterprise, the default role will automatically get assigned to the user. However, you can always modify which role should be the default. Remember, only one role can be marked as "default". In addition, you can also add new roles under this Enterprise. Read on to know what more you can do on this page. From here, you can manage (Add, Clone, Edit, and Delete) different roles and can assign them to your enterprise users and external users, in order to provide them custom access in the system. However you cannot delete a role, as long as it is assigned to any user within your enterprise or to external user of third party integration.

Create a new role

1. Login with your enterprise admin credentials.

2. Click "Configuration" in left menu.

3. Choose "Roles" under People options in Enterprise Administration section.

4. Click "Add Role" button.
5. Add a New Role dialogue will appear. Provide name and description and click "Add role" button to continue.
6. Fill in all the information in the respective sections.
7. Click "Save changes" button. Now assign this role to your enterprise user to give them configured access, see Manage your enterprise users.

Make an existing role as "Default" role

1. Login with your enterprise admin credentials.

2. Click "Configuration" in left menu.

3. Choose "Roles" under People options in Enterprise Administration section.

4. Select the desired role and click "Mark Default" button in right panel.

Make a clone of your enterprise role

1. Login with your enterprise admin credentials.

2. Click "Configuration" in left menu.

3. Choose "Roles" under People options in Enterprise Administration section.

4. Select the desired role and click "Clone" button in right panel.
5. "Clone Role" dialogue will appear. Specify name of the clonal role and its description as required. The clonal role name must be different than the original role name. If you want to make the clonal role as default in your enterprise, tick the "Mark default" check box. SigningHub assigns the default role to those enterprise users, for which Enterprise Admin did not specify any role. The default role is also automatically selected when inviting the enterprise users.

Edit an existing role

1. Login with your enterprise admin credentials.

2. Click "Configuration" in left menu.

3. Choose "Roles" under People options in Enterprise Administration section.

4. Select the desired role and click "Edit" button in right panel.
5. Role screen will appear. Edit the required tabs and click "Save changes".

Delete an existing role

1. Login with your enterprise admin credentials.

2. Click "Configuration" in left menu.

3. Choose "Roles" under People options in Enterprise Administration section.

4. Select the desired role and click "Delete" button in right panel. Please note, you cannot delete a role that is assigned to any user within your enterprise or in third party integration.
5. Click "Delete" on confirm dialogue.

By default all the enterprise users are registered in SigningHub with the enabled access. However, you can disable your enterprise users when required. The SigningHub access will be suspended with immediate effect for the disabled users, till they are enabled again.

Disable your enterprise user

1. Login with your enterprise admin credentials.

2. Click "Configurations" from left-menu and click "Users" under "People" options in "Enterprise Configurations" section.

3. Select the user you want to disable and click "User preferences" in the right panel.
4. Switch-off the "Enabled" toggle.
5. The SigningHub access for this enterprise user will be suspended right away and it will be shown with a strike through line, as shown below:

Enable your disabled enterprise user

1. Login with your enterprise admin credentials.

2. Click "Configurations" from left-menu and click "Users" under "People" options in "Enterprise Configurations" section.

3. Select the disabled user you want to enable and click "User preferences" in the right panel.
4. Switch-on the "Enabled" toggle. The SigningHub access for this enterprise user will be resumed right away.

When using an on-premises installation, SigningHub gives you an option to pre-authorise users in your Directory so that they may serve as your registered enterprise users. In this way, your enterprise users can use their Directory credentials (i.e. organizational domain user ID and password) for SigningHub authentication, and wont even need to create their SigningHub IDs.

Pre-authorise your users

1. Login with your enterprise admin credentials.

2. Click "Configurations" from left-menu and click "Users" under "People" options in "Enterprise Configurations" section.

3. Tick the "Automatically register the users" check box.
4. The "Authentication Profile" field will appear, listing all the Active Directory Authentication Profiles and the Azure Active Directory Authentication Profiles configured in SigningHub Admin console. Select the required authentication profile from the list.

5. Click the "Save" button.

All the users that belong to the selected authentication profile will be authorised through Azure Active Directory upon Login, and will be automatically registered and activated in SigningHub under the default SigningHub role, provided that provisioning is not enabled by any other enterprise within the same on-premises deployment.

This implies, if multiple enterprises have been configured within an on-premises deployment, then the "Automatically register the users" check box should be ticked for only one enterprise.

You can also give the role based access of SigningHub (i.e. Enterprise Admin, or Enterprise Users, etc) at Security Group level. SigningHub allows you to manage (Add, Edit, and Delete) the Security Groups from the same screen.

Assign a custom role to a Security Group

1. Login with your enterprise admin credentials.

2. Click "Configurations" from left-menu and click "Users" under "People" options in "Enterprise Configurations" section.

3. Click "Add a security group".
4. Specify a Group name.
5. Now, select a role to assign to this security group and click the "Submit" button. The default role is shown automatically selected for the security group, change it as required.

The added security group will be listed inside the Security Group grid. All the users that belong to the security group will be automatically registered and activated in SigningHub under the specified role.

Edit the assigned role of an Active Directory security group

1. Select the security group whose role is required to edit.

2. Click "Edit" in the right panel.
3. Select the role as required and click "Save changes".

Delete the assigned role and Active Directory security group association

1. Select the security group required to be deleted.

2. Click "Delete" from the right panel.
3. Click "Delete" in the confirmation dialogue.

Signature settings are all about configuring the allowed signing methods (i.e., Server-side Signing, Client-side (Local) Signing, and/or Mobile Signing), authentication methods (i.e., No Authentication, OTP via SMS, SigningHub ID, Microsoft Active Directory, Salesforce, Freja eID etc.) and signing capacities in a role. You can separately configure these settings for web browsers and mobile apps, and choose a default signing method for each case. You can also configure Remote Authorized Signing here, which allows a user to authorize a remote signature (done on the server) using their registered mobile device. The device will have its user authentication built-in (touchID or PIN), so in a way they can also configure two-factor authentication. Furthermore, this section lets you manage signing reasons, which are used in the Signature Appearance, and become a permanent part of a PDF signature. The signing reasons can optionally be displayed in the signed PDF document.

Configure Signature Preferences in a Role

1. Login with your enterprise admin credentials.

2. Click "Configuration" in left menu.

3. Choose "Roles" under People options in Enterprise Administration section.

4. Select the role to edit and click "Edit Role" in right panel. Role screen will appear for re-configurations.

5. Click "Document Preferences" and "Signing Server Preferences" and configure desired setting.
6. Click "Save changes".

Signature Settings

The tab lets you configure which templates and library documents will be accessible by the role.

Configure allowed templates in a role

1. Login with your enterprise admin credentials.

2. Click "Configuration" in left menu.

3. Choose "Roles" under People options in Enterprise Administration section.

4. Select the role to edit and click "Edit Role" in right panel. Role screen will appear for re-configurations.

5. Click "Template and Library Document Preferences".
6. In "Allowed Templates" section, enable toggle adjacent to the template you want to allow to be accessible.
7. You can use "Filter" to search, "Show" drop-down to manage which templates to show and "Disable All" and "Enable All" buttons to manage templates.

Configure allowed library documents in a role

1. Login with your enterprise admin credentials.

2. Click "Configuration" in left menu.

3. Choose "Roles" under People options in Enterprise Administration section.

4. Select the role to edit and click "Edit Role" in right panel. Role screen will appear for re-configurations.

5. Click "Template and Library Document Preferences".

6. In "Allowed Templates" section, enable toggle adjacent to the template you want to allow to be accessible.
7. You can use "Filter" to search, "Show" drop-down to manage which templates to show and "Disable All" and "Enable All" buttons to manage templates.

This section also lets you select a signature appearance design, which specifies the user information (i.e., Hand signature with details & company logo, hand signature with details, or hand signature only) to be displayed in a user signature. The configurations set here will be displayed as the default settings to your enterprise users belonging to this role. However, users can overrule these configurations through their personal signature settings or while signing a document.

Additionally you can configure a signature font, when using text based signatures in SigningHub Desktop Web. The signature appearance will be rendered in the same font upon signing.

Configure signature appearance preferences in a role

1. Login with your enterprise admin credentials.

2. Click "Configuration" in left menu.

3. Choose "Roles" under People options in Enterprise Administration.
4. Search and select the desired role and click on "Edit" button in left panel.
5. Click "Signature Appearance Preferences".
6. Click "Save Changes" button.

Signature Appearance

Add Signature Server in a Role

1. Login with your enterprise admin credentials.

2. Click "Configuration" in left menu.

3. Choose "Roles" under People options in Enterprise Administration.

4. Search and select the desired role and click on "Edit" button in left panel.

5. Expand "Signature Server Preferences" tab and click "Add a Signing Server".
6. Configure the settings as required.
7. Click "Done" button.

See below table for description.

Authentication Methods:

When the "Key Protection Option" option is set to 'System Password' (i.e., Sole Control is off) in certification profiles under SigningHub Admin configurations, SigningHub gives you the provision to choose a third-party authentication option for your enterprise users. You may select any of the following 15 options; through which your enterprise users can authenticate themselves for server-side signing.

• No Authentication:

Select this option to let your enterprise users sign their documents directly without any authentication. In this case, their server based certificate will be used for signing but system will not prompt for any password or OTP.

• SigningHub ID:

Select this option to allow enterprise users to use their SigningHub account password to sign their documents.

• Microsoft Active Directory:

Select this option to allow enterprise users to use their Active Directory credentials to sign their documents. SigningHub will require their user ID (as registered in the organisational Active Directory) and domain password for the signing activity. you can authenticate using your Active Directory credentials at the time of signing having a different email address and vice versa.

• Microsoft ADFS:

Select this option to allow enterprise users to use their ADFS credentials to sign their documents. SigningHub will require their user ID (as registered in cloud ADFS) and domain password for the signing activity. you can authenticate using your ADFS credentials at the time of signing having a different email address and vice versa.

• Microsoft Office 365:

Select this option to allow enterprise users to use their Microsoft Office 365 credentials to sign their documents. SigningHub will require their Office 365 credentials (ID and password) for the signing activity. In case your enterprise user has logged in through SigningHub ID and want to sign through Microsoft Office 365 credentials, then their SigningHub ID (email address) and Office 365 ID (email address) must be the same.

• Salesforce:

Select this option to allow enterprise users to use their Salesforce credentials to sign their documents. SigningHub will require their Salesforce credentials (ID and password) for the signing activity. you can authenticate using your Salesforce credentials at the time of signing having a different email address and vice versa.

• LinkedIn:

Select this option to allow enterprise users to use their LinkedIn credentials to sign their documents. SigningHub will require their LinkedIn credentials (ID and password) for the signing activity. you can authenticate using your LinkedIn credentials at the time of signing having a different email address and vice versa.

• Google:

Select this option to allow enterprise users to use their Google credentials to sign their documents. SigningHub will require their Google credentials (ID and password) for the signing activity. you can authenticate using your Google credentials at the time of signing having a different email address and vice versa.

• Freja eID:

Select this option to allow your enterprise users to use their Freja eID authentication to sign their documents. Whenever, your enterprise user attempts to sign a document, a signing request will be sent to their mobile device running the Freja eID app. Upon confirmation from the Freja eID app, the document will be signed.

• Authorisation via Mobile App:

Select this option as the Authentication Method to allow your enterprise users to use remote authorised signing provision. This option will only appear for the capacities that has Qualified Electronic Signature (QES) configured as the level of assurance and appears under 'Signing Capacities for Remote Authorization (Owned by User)' category.

• OAuth2:

Select this option to allow enterprise users to use your IDP credentials (OAuth2 supported protocol) to sign their documents. SigningHub will require their IDP credentials (ID and password) for the signing activity. you can authenticate using your IDP credentials at the time of signing having a different email address and vice versa.

• OIDC:

Select this option to allow enterprise users to use your IDP credentials (OIDC supported protocol) to sign their documents. SigningHub will require their IDP credentials (ID and password) for the signing activity. you can authenticate using your IDP credentials at the time of signing having a different email address and vice versa.

When an In-Progress workflow has reached a stalemate in your enterprise because the next configured recipient is unresponsive, SigningHub gives you authority to either:

• Change that recipient and/ or

• Send them a reminder

Because of the super admin control, it does not matter whether the "" permissions on the document are allowed or not. In case you select the "Manage Recipient" option, all the for the previous recipient (by their document owner) will be transferred to the new recipient, along with the predefined workflow role (i.e. signer, reviewer, editor, or meeting host).

Change recipient of an enterprise document

1. Login with your enterprise admin credentials.

2. Click "Configurations" in left menu and click "Documents" under Documents & Signing options in Enterprise Configurations section.

3. Select the desired document package and click "Manage recipients" in right panel.
4. A dialog will appear, showing the list of configured recipients in an editable mode. Click edit icon.
5. A new dialogue will appear. Specify the name(s) or National ID(s) of other recipient(s) that are added in your SigningHub contacts list as required, and the email/mobile number will automatically be updated in the adjacent fields.
6. Click "Save changes" button.

Send a reminder to the next recipient in a workflow

1. Login with your enterprise admin credentials.

2. Click "Configurations" in left menu and click "Documents" under Documents & Signing options in Enterprise Configurations section.

3. Select the desired document package and click "Manage recipients" in right panel.

4. A dialog will appear, showing the list of configured recipients in an editable mode. Click reminder icon being displayed adjacent to the next configured (first) recipient.
5. A confirmation dialogue will be displayed, click yes.

SigningHub allows you to keep an eye on all the documents within your enterprise and take appropriate actions against them as required. The documents are listed from document owners' perspective, which implies you can see the workflow progress of documents (i.e. Draft, In-Progress, Pending, Completed, and Declined) that an enterprise user owns.

However to comply with the security and integrity standards, SigningHub wont allow you to open and view any enterprise document that is not related to you.

View all documents of your enterprise

1. Login with your enterprise admin credentials.

2. Click "Configurations" in left menu and click "Documents" under Documents & Signing options in Enterprise Configurations section.
3. All the document packages within your enterprise will be listed in their respective statuses. Click on any document to see further details.

Documents Listing

Here is the basic set of information associated with each enterprise document(s) package in the list:

• Names of documents separated by commas in a package.

• Current status of document(s) package.

• Name and email address of document(s) package's owner.

• Size of document(s) package.

• Date on which document(s) package was last modified, i.e. shared, form filled, signed, declined, etc.

• Click "Manage recipients" to access the "Workflow" dialog that displays the workflow information i.e. full list of recipients along with their email address, role, collaboration sequence, and processing status (i.e. done, undone, or declined). In addition, you can also update the placeholders for the recipients.

Export the metadata of your enterprise documents

You can export the metadata related to your enterprise documents in the .xlsx format. The downloaded file will contain the following information about the enterprise documents; Package ID, Title, Owner Name, Owner Email, Date Created, Last Modified, Workflow Type, Status, and the Size. To export the metadata information:

1. Click on the "Export to excel" button and the .xlsx file containing the metadata of all your enterprise documents will be downloaded.

Use the "Advanced Search" option

1. Click "Advanced search" button. The "Advanced Search" dialog will appear.
2. Specify the available information in the respective fields and click the "Search" button. SigningHub will retrieve the documents by incorporating all the provided parameters in the search.

Status based filtration of your documents

By default all your enterprise document(s) packages are listed in the grid. You can filter them out on the basis of the "Draft", "In-Progress", "Pending", "Completed", and "Declined" statuses.

Pagination

By default up to 10 document packages are displayed in the main grid. Click next to view more enterprise documents in the list accordingly. The system will keep fetching the ending records accordingly. The system will also show the count of displayed and existing (total) documents at the bottom of the grid.

Send workflow completion report of an enterprise document

1. Login with your enterprise admin credentials.

2. Click "Configurations" in left menu and click "Documents" under Documents & Signing options in Enterprise Configurations section.

3. Select the desired document package and click "Send the workflow completion report" in right panel.
4. A confirmation message will be displayed. Click Yes, and the workflow completion report will be published at the Server URL configured in the "Workflow Completion Report" section of the .

SigningHub allows the Enterprise Admin to access the enterprise documents, if you want to view your enterprise documents, go to the enterprise documents.

View Package Details of an enterprise document

1. Login with your enterprise admin credentials.

2. Click "Configurations" in left menu and click "Documents" under Documents & Signing options in Enterprise Configurations section.

3. Select the document package to view its details and tap on its collapsible name in right panel.

As a matter of super admin control, SigningHub allows you to keep an eye on all the documents within your enterprise and take appropriate actions against them as required. The documents are listed from document owners' perspective, which implies you can see the workflow progress of documents (i.e. Draft, In-Progress, Pending, Completed, and Declined) that an enterprise user owns.

However to comply with the security and integrity standards, SigningHub wont allow you to open and view any enterprise document that is not related to you. You can only take the following actions against your enterprise documents:

The documents screen provides the search and sort facility to easily locate the required documents, and also enables you to filter your enterprise documents list on the basis of up-mentioned statuses.

For security reasons, you might need to delete a document package from your enterprise with immediate effect. This includes:

• Deletion of the document from owner's account irrespective of its processing status

• Deletion of the document from all the recipients' accounts (with whom it has been shared) irrespective of its processing status

• Deletion of its workflow and

• Deletion of related document logs from the database

Delete an enterprise document

1. Login with your enterprise admin credentials.

2. Click "Configurations" in left menu and click "Documents" under Documents & Signing options in Enterprise Configurations section.

3. Select the desired document package and click "Delete" in right panel.
4. A confirmation message will be displayed. Click Yes. The document will be deleted from your enterprise. A recall notification will be sent to all those recipients who either have processed the document or have the document in their inbox with the "Pending" status.

If you have standard files that you need to send out over and over again, you can create enterprise templates of those documents, and apply on the same documents (when required) to quickly reuse all the workflow configurations. You can add recipients, form fields, initials, in-persons, signature type, signature position, signing sequence, configure reminders, certify document and much more in an enterprise template. These enterprise templates are available to all the enterprise users within your enterprise, during the document preparation mode, for the efficient and robust re-usability of workflow configurations defined in these templates. From here you can manage (Add, Import, Export, Clone, Edit, and Delete) the enterprise templates as required.

Create a new enterprise template

1. Login with your enterprise admin credentials.

2. Click "Configurations" in left menu and select "Templates" under Documents & Signing options in Enterprise Configurations section.
3. Click "Add template".
4. Add a document for this template. All the workflow related configurations will be done on this document.

5. Enable/disable "Read only" as required.

6. Enable/disable "Public" as required.

7. Configure certified signature preferences as required.

8. Add recipient(s) and placeholder(s) as required.

9. Configure workflow type/ order.

10. Configure special privileges for each recipient/ placeholder as required.

    1. Configure recipient permissions

    2. Configure document access security

    3. Configure auto reminders

    4. Configure post processing

11. Click "Continue" to go to viewer screen.

12. Add data fields for the recipients as required.

    1. Add signature fields

    2. Add in-person signature fields

    3. Add initials fields

    4. Add form components

    5. Configure form filling settings for a PDF form

13. Add email message as required.

14. Once you have set the required configurations, click the "Save and Close" button.

View template information

1. Login with your enterprise admin credentials.

2. Click "Configurations" in left menu and select "Templates" under Documents & Signing options in Enterprise Configurations section.

3. Select any template from the list and its detail will be displayed in the right panel.

Export an existing enterprise template

At times you need to export the existing templates from your account to your local machine, either to save your account space or share them with others. The templates are exported in json format and can be easily imported later in any SigningHub account. This is the smartest way to reuse or share the same templates without going through any configuration efforts.

1. Login with your enterprise admin credentials.

2. Click "Configurations" in left menu and select "Templates" under Documents & Signing options in Enterprise Configurations section.

3. Select any template from the list and click "Export" in the right panel.
4. Click "Export" in the dialog appeared. The template will be exported in the json format to your local machine.

Import an existing enterprise template

You can import the exported templates from one account (source) to another (destination) when required. This is the smartest way to reuse or share the same templates without going through any configuration efforts.

1. Login with your enterprise admin credentials.

2. Click "Configurations" in left menu and select "Templates" under Documents & Signing options in Enterprise Configurations section.

3. Click "Import".
4. Drag and drop or select file from you machine in the upload box in right panel and click "Import".

Make a clone of your enterprise template

At times you need to create multiple enterprise templates with a little variations. The best way to achieve this is to create a template with all the configurations and then make clones of it. You can then edit each template clone as per requirement.

1. Login with your enterprise admin credentials.

2. Click "Configurations" in left menu and select "Templates" under Documents & Signing options in Enterprise Configurations section.

3. Select any template from the list and click "Clone" in the right panel.
4. In the dialog appeared, specify name of the clonal template and its description as required. The clonal template name must be different than the original template name. Enable the "Read Only" toggle, if you want to save the clone as a read-only template. Enable/disable the "Public" toggle as required. Only public enterprise templates are available to the enterprise users for usage.
5. Click "Clone".

Edit your enterprise template

1. Login with your enterprise admin credentials.

2. Click "Configurations" in left menu and select "Templates" under Documents & Signing options in Enterprise Configurations section.

3. Select any template from the list and click "Edit" in the right panel.
4. Make changes as reqiured and once done, click "Save and close".

Rename your enterprise template

1. Login with your enterprise admin credentials.

2. Click "Configurations" in left menu and select "Templates" under Documents & Signing options in Enterprise Configurations section.

3. Select any template from the list and click "Edit" in the right panel.

4. From "Documents" screen, specify the name in "Template name".
5. Click continue to proceed and then click "Save and close".

Delete your enterprise template(s)

1. Login with your enterprise admin credentials.

2. Click "Configurations" in left menu and select "Templates" under Documents & Signing options in Enterprise Configurations section.

3. Select any template from the list and click "Delete" in the right panel.
4. Click "Delete" in the confirm dialog.

View your enterprise library document folders

1. Login with your enterprise admin credentials.

2. Click "Configuration" in left menu and click on "Library" in Documents & Signing options in Enterprise Configurations.

3. The folders list will appear after documents.

Create a new enterprise library document folder

1. Login with your enterprise admin credentials.

2. Click "Configuration" in left menu and click on "Library" in Documents & Signing options in Enterprise Configurations.

3. Click "New folder" button.
4. Enter the name of the folder you want to create and click on the "Save" button. The maximum length of the folder name is 255 characters.

Rename your enterprise library document folder

1. Login with your enterprise admin credentials.

2. Click "Configuration" in left menu and click on "Library" in Documents & Signing options in Enterprise Configurations.

3. Select the desired folder and click "Rename" button in right panel.
4. Provide the new name and click "Save".

Delete your enterprise library document folder

1. Login with your enterprise admin credentials.

2. Click "Configuration" in left menu and click on "Library" in Documents & Signing options in Enterprise Configurations.

3. Select the desired folder and click "Delete" button in right panel.

You can mark an In-Progress workflow as complete without going through all the recipients. For this, you need to terminate the workflow. This is useful in the cases where a few recipients don't respond to the workflow or the remaining recipients are no more required.

Terminate workflow of an enterprise document

1. Login with your enterprise admin credentials.

2. Click "Configurations" in left menu and click "Documents" under Documents & Signing options in Enterprise Configurations section.

3. Select the desired document package and click "Terminate workflow" in right panel.
4. A confirmation message will be displayed. Click Yes. The workflow will be terminated and the document package will be marked as "Completed". A recall notification will be sent to all those recipients with whom the document package was shared and they haven't processed it, i.e. the document exits in their inbox with the "Pending" status.

View your enterprise library documents

1. Login with your enterprise admin credentials.

2. Click "Configuration" in left menu and click on "Library" in Documents & Signing options in Enterprise Configurations.
3. Library documents and folders lists will appear.

Add a new document in your enterprise library

1. Login with your enterprise admin credentials.

2. Click "Configuration" in left menu and click on "Library" in Documents & Signing options in Enterprise Configurations.

3. Click "Add document" button and drag/drop or select the document to upload in right panel.

Export an existing enterprise document

1. Login with your enterprise admin credentials.

2. Click "Configuration" in left menu and click on "Library" in Documents & Signing options in Enterprise Configurations.

3. Select the desired document and click "Export" button in right panel.
4. Click on "Export" in Export Library Documents dialogue. The document along with its configured template (if any) will be exported in the json format to your local machine.

Import an existing enterprise document

You can import the exported library documents from one account (source) to another (destination) when required. This is the smartest way to reuse or share the same documents along with their configured templates without going through any configuration efforts.

1. Login with your enterprise admin credentials.

2. Click "Configuration" in left menu and click on "Library" in Documents & Signing options in Enterprise Configurations.

3. Click "Import" and drag/drop or upload exported document (i.e. .json file).

Edit a document from your enterprise library

1. Login with your enterprise admin credentials.

2. Click "Configuration" in left menu and click on "Library" in Documents & Signing options in Enterprise Configurations.

3. Select the desired document and click "Export" button in right panel.
4. Edit the required content i.e. Document name, Template or Folder.
5. Click "Save".

Delete a document from your enterprise library

1. Login with your enterprise admin credentials.

2. Click "Configuration" in left menu and click on "Library" in Documents & Signing options in Enterprise Configurations.

3. Select the desired document(s) and click "Delete" button in right panel.
4. Click "Delete" on confirm dialogue.

Move your enterprise document

1. Login with your enterprise admin credentials.

2. Click "Configuration" in left menu and click on "Library" in Documents & Signing options in Enterprise Configurations.

3. Select the desired document(s) and click "Move to folder" button in right panel.
4. Select the folder and click "Move".

SigningHub enables you to manage (Add, Edit, Export, Import, Delete, and Move) your frequently used enterprise documents on a centralized location (library) for enterprise-wide utilization. These enterprise documents are available to all the enterprise users within your enterprise, when they add them from SigningHub Library to initiate new workflows. The users can manage their enterprise library documents better by creating enterprise library folders and moving documents between folders.

SigningHub supports accounts multi-tenancy that enables an organisation to define custom signing policies for their external users (i.e. clients, partners, contractors, etc.). The external users are those document recipients who are not a part of your enterprise, they may be a part of other enterprise or individual or guest users, and you require them to sign your enterprise documents within a tightly integrated app environment. In other words, if an Enterprise A requires their documents to be signed by the users of Enterprise B or guest users within an integrated app environment (i.e. Salesforce, SharePoint, MS Dynamics CRM, etc.), then they can assign a default or specific user role to these (external) users, to implement their (Enterprise A) signing policy on such users. With a default user role assigned, all the external users can use a centralized signing policy as laid out in the "Signature Settings" and "Signature Appearance" tabs of the default role. However, in addition to a default role assignment, SigningHub also lets you assign custom user roles to external users on individual basis as required. In this way, when such external users attempt to sign your enterprise documents, SigningHub will supersede the signing policy (defined in the default role or in their enterprise role or their personal) with the ones defined in the user roles you have assigned to them. This is useful when an organization needs to enforce a customized signature policy for certain external users. For more details, visit Ascertia's Partner Portal for Configuration Guide.

Assign custom role to an external user

1. Login with your enterprise admin credentials.

2. Click "Configuration" in left menu and click on "Integrations" in Settings options in Enterprise Configurations.

3. Select the desired instance and click "Edit" in the right panel.

4. Expand "External Users" and click "Add an external user" button from the table. Provide user information in the right panel.
5. Again, click "Add an external user" button in right panel.

External Users

Edit a custom role assignment

1. Login with your enterprise admin credentials.

2. Click "Configuration" in left menu and click on "Integrations" in Settings options in Enterprise Configurations.

3. Select the desired instance and click "Edit" in the right panel.

4. Expand "External Users".

5. Select the desired user and click "Edit" button in the right panel.
6. Edit the desired information, in the right panel and click "Update an external user".

Delete a custom role assignment

1. Login with your enterprise admin credentials.

2. Click "Configuration" in left menu and click on "Integrations" in Settings options in Enterprise Configurations.

3. Select the desired instance and click "Edit" in the right panel.

4. Expand "External Users".

5. Select the desired user and click "Remove" button in the right panel.
6. Click "Delete" from the confirmation dialogue.

SigningHub enables you to view the electronic seal related stats of your enterprise. It provides an electronic seal count according to the level of assurance. You can search these records on the basis of "from" and "to" dates and name of electronic seal, sort them in ascending or descending order as required, and can also download them in excel sheet. The "Electronic Seal Statistics" tab will only appear when the "Electronic Seal" feature is enabled in the Service Plan.

View electronic seal statistics of your enterprise

1. Login with your enterprise admin credentials.

2. Click "Configurations" in left menu and click "Signature reports" under Reports options in Enterprise Configurations section.

Those electronic seals will be listed which have been used to perform signatures according to level of assurance along with their respective counts. Please note the following considerations:

• Use the "From" and "To" fields to filter these records on the basis of specified dates.

• Use the "Filter" field to filter the records on the basis of electronic seal name.

• Click the respective column header to sort the records list in ascending or descending order accordingly.

Download the records in excel sheet

You can export the document statistics to an excel sheet file (xlsx) by clicking "Export to excel" button. The excel sheet file is downloaded to your local Downloads folder.

Signature statistics

SigningHub enables you to view the signatures related stats of your enterprise. It provides user-based counts of Signatures according to the level of assurance, Simple Electronic Signatures, and In-person signatures of your enterprise documents. This is useful to measure the overall efficiency of users within and outside your enterprise in terms of their signing part, and also helpful to control your billing. You can search these records on the basis of "from" and "to" dates and user name/ email, sort them in ascending or descending order as required, and can also download them in excel sheet.

View signature statistics of your enterprise

1. Login with your enterprise admin credentials.

2. Click "Configurations" in left menu and click "Signature reports" under Reports options in Enterprise Configurations section.
3. Expand "Signature Statistics".

Those users will be listed who have performed signatures according to level of assurance, simple electronic signatures, and/ or In-person signatures on your enterprise documents along with their respective counts. Please note the following considerations:

• Your enterprise users will be shown with the "Enterprise User" tag below their names.

• The users outside your enterprise will be shown without any tag. These are the users with whom you or your enterprise users have shared the documents for collaboration.

• Use the "From" and "To" fields to filter these records on the basis of specified dates.

• Use the "Filter" field to filter the records on the basis of user name/ email.

• Click the respective column header to sort the records list in ascending or descending order accordingly.

• The top figures show the accumulated count of each column.

Download the records in excel sheet

You can export the document statistics to an excel sheet file (xlsx) by clicking "Export to excel" button. The excel sheet file is downloaded to your local Downloads folder.

Signature charts

SigningHub enables you to view the graphical representation of signatures related stats of your enterprise. This includes pie-charts, bar charts and timelines of signature activities. Use them to monitor the overall system usage from different aspects to control your billing.

View signature charts of your enterprise

1. Login with your enterprise admin credentials.

2. Click "Configurations" in left menu and click "Signature reports" under Reports options in Enterprise Configurations section.

3. Expand "Signature Charts".

Signature Quota

This pie-chart delineates the number of consumed and remaining signatures out of the allotted signature quota of your enterprise account.

Simple Electronic Signature Quota

This pie-chart delineates the number of consumed and remaining simple electronic signatures out of the allotted signature quota of your enterprise account.

Consumption by Signature Levels

This pie-chart delineates the number of Simple Electronic Signatures (SES), Electronic Seal (eSeal), Advanced Electronic Seal (AdSeal), Qualified Electronic Seal (QESeal), Advanced Electronic Signature (AES) , High Trust Advanced Signature (AATL), Qualified Electronic Signature (QES) and in-person signatures applied out of the consumed signatures quota of your enterprise account.

Consumed Signatures by Signatories

This pie chart delineates the number of your enterprise users and non enterprise users (i.e. Guest users and External users) who consumed the signature quota of your enterprise account.

Top Ten Users by Signature Levels

This bar chart lets you select a signature level from the given list and specify the date parameters to see its top ten performers from your enterprise users, i.e. Top ten users who have:

• Applied the highest number of Simple Electronic Signatures (SES) in a specified time period.

• Applied the highest number of Electronic Seal (eSeal) in a specified time period

• Applied the highest number of Advanced Electronic Seal (AdSeal) in a specified time period.

• Applied the highest number of Qualified Electronic Seal (QESeal) in a specified time period.

• Applied the highest number of Advanced Electronic Signature (AES) in a specified time period.

• Applied the highest number of High Trust Advanced Signature (AATL) in a specified time period.

• Applied the highest number of Qualified Electronic Signature (QES) in a specified time period.

• Applied the highest number of in-person signatures in a specified time period.

Timeline by Signature Levels

This timeline lets you choose a signature level from the given list, frequency, and the date parameters to view their respective graph, i.e.:

• Total number of Simple Electronic Signatures (SES) applied on daily/weekly/monthly/yearly basis within a specified time period by all your enterprise users.

• Total number of Electronic Seal (eSeal) applied on daily/weekly/monthly/yearly basis within a specified time period by all your enterprise users

• Total number of Advanced Electronic Seal (AdSeal) applied on daily/weekly/monthly/yearly basis within a specified time period by all your enterprise users.

• Total number of Qualified Electronic Seal (QESeal) applied on daily/weekly/monthly/yearly basis within a specified time period by all your enterprise users.

• Total number of Advanced Electronic Signature (AES) applied on daily/weekly/monthly/yearly basis within a specified time period by all your enterprise users.

• Total number of High Trust Advanced Signature (AATL) applied on daily/weekly/monthly/yearly basis within a specified time period by all your enterprise users.

• Total number of Qualified Electronic Signature (QES) applied on daily/weekly/monthly/yearly basis within a specified time period by all your enterprise users.

• Total number of in-person signatures applied on daily/weekly/monthly/yearly basis within a specified time period by all your enterprise users.

SigningHub enables you to manage (Add, Edit, and Delete) enterprise legal notices. These legal notices will be available to all the enterprise users within your enterprise, when they configure recipients in a workflow.

Create a new enterprise legal notice

1. Login with your enterprise admin credentials.

2. Click "Configurations" in left menu and click "Legal notices" under Documents & Signing options in Enterprise Configurations section.
3. Click "Add legal notice" button.
4. Provide "Title", "Content".
5. Click "Save changes". The saved notices can be used by your enterprise users, while adding them in a template and/ or while adding them in a workflow.

Edit your enterprise legal notice

1. Login with your enterprise admin credentials.

2. Click "Configurations" in left menu and click "Legal notices" under Documents & Signing options in Enterprise Configurations section.

3. Select the desired legal notice and click "Edit" in right panel.
4. Edit the required content and click "Save changes".

Delete your enterprise legal notice(s)

1. Login with your enterprise admin credentials.

2. Click "Configurations" in left menu and click "Legal notices" under Documents & Signing options in Enterprise Configurations section.

3. Select the desired legal notice and click "Delete" in right panel.
4. Again, click "Delete" in confirmation dialogue.

Document statistics

SigningHub enables you to view the documents related stats of your enterprise. It provides the user based counts of uploaded, shared, signed, approved, updated, and declined documents along with the consumed disk space by them. This is useful to measure the overall efficiency of users within and outside your enterprise in terms of their collaboration part, and also helpful to control your billing. You can search these records on the basis of "from" and "to" dates and user name/ email, sort them in ascending or descending order as required, and can also download them in excel sheet.

View documents statistics of your enterprise

1. Login with your enterprise admin credentials.

2. Click "Configurations" in left menu and click "Document reports" under Reports options in Enterprise Configurations section.
3. Expand "Document Statistics".