SigningHub lets an enterprise admin configure enterprise account settings. In this regard, the enterprise admin can manage enterprise profiles, registered users, enterprise contacts, enterprise groups, enterprise roles, enterprise templates, enterprise documents library, enterprise email notifications, enterprise branding, third-party integrations and advanced settings.

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 allows you to view Advanced Reports based on the allowed enterprise's data. These reports are fetched from the Microsoft Power BI App as created in the Microsoft Azure Active Directory. This tab will be displayed if you are the Enterprise Owner or its child user and, the "Advanced Enterprise Reports" configuration, is allowed against your user role.

View Advanced Reports

1. Login with your enterprise admin credentials.

2. Click "Configuration" in left-menu.

3. Click "Advanced Reports" under "Reports" options in "Enterprise Configurations" section.
4. To view a report, select an available report from the "Report" drop down, and click on the "Load Report" button.

The 'Stamp Preferences' tab allows enterprise administrators to control which enterprise stamps are available to users assigned to the selected role. All enterprise stamps are listed in this section, and access can be managed individually using the toggle next to each stamp. Administrators can quickly enable or disable all stamps at once using the Allow All or Disable All options in the table header, ensuring complete flexibility in stamp access management.

Allow/Disable a stamp in a role

1. Log in with your enterprise admin credentials.

2. Click "Configuration" in the left menu.

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

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

5. Click "Stamp Preferences".

6. All your enterprise stamps will be listed here. Use the toggle next to the stamp to allow/disable it.

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 in their role.

In this regard, the following activities are logged:

• When you update enterprise profile

• When you change a user role

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

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

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.

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.

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:

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.

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.

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 to initiate new workflows. The users can manage their enterprise library documents better by creating enterprise library folders and moving documents between folders.

SigningHub allows two types of integration with third party applications, i.e. and . If the "Integration" role is enabled in your subscribed service plan, you can integrate SigningHub with your business application using the REST architectural style APIs. For details, see the Quick Integration guide.

This section covers the following details:

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.

SigningHub lets you configure the advance settings of your enterprise account. From here, you can configure default document and recipients permissions, role for unregistered users, account storage, password policy, legal notices, and certificate filters of your enterprise account, by using your admin credentials.

This section covers the following details:

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

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.

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.

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.

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 "Allow changing of recipients" permissions on the document are allowed or not. In case you select the "Manage Recipient" option, all the special privileges configured 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.

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.

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.

The 'Enterprise Stamps' page allows enterprise administrators to manage stamps that can be used by all users within the enterprise. Only enterprise stamps are displayed on this page; personal stamps are not shown. Users with the appropriate role permissions can add, edit, or delete enterprise stamps. All enterprise stamps added here will be available to users based on the role-level stamp preferences and access permissions.

Add a New Enterprise Stamp

To create a new enterprise stamp, follow these steps:

1. Drag and drop an image or browse your device to select a stamp file.

2. In the Crop Image dialogue, adjust the shape of the stamp (Square, Circle, or Rectangle), rotate the image, and zoom/scale it to the preferred size.

3. Click Next to open the Set Transparency dialogue and adjust the transparency of the stamp.

4. Click Done to open the Stamp Details dialogue, where you can define:

   • Name of the stamp

   • Height of the stamp (Minimum: 8 mm, Maximum: 102 mm, Default: 15 mm)

5. Click Save to add the stamp to the Enterprise Stamps list.

All enterprise stamps appear as tiles in this section. Each stamp includes a Delete icon to remove it from the enterprise list. Once deleted, the stamp will no longer be available to users who had access to it based on role permissions.

Import and Export Enterprise Stamps

The Enterprise Stamps page also provides Import and Export buttons to manage stamps in bulk:

• Export: Clicking this button downloads a .json file containing all enterprise stamp data, allowing you to back up or transfer stamps.

• Import: Clicking this button opens the Import Stamps dialogue, where you can drag and drop or browse to select a .json file containing stamp data to import.

  • In this dialogue, you can also click the Download .JSON Template button to download a template file, which can be used to create a properly formatted import file.

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.

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 and/ or while .

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.

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.

It is generally recommended to downgrade your account to a free version instead of deleting it. In this way you can retain access to your important documents, however you will not be able to share them further for approval purpose. If you are still looking to remove your enterprise account from SigningHub, then you will have to manually delete all your enterprise users first. System not allow you to delete the account if any enterprise user exists in it, except the enterprise owner.

Delete your enterprise account

1. Login with your enterprise admin credentials.

2. Click "Configurations" in left menu and click "Advanced Settings" under Settings options in Enterprise Configurations section.
3. Tap on the Account Deletion and click "DELETE ENTERPRISE ACCOUNT" button.
4. Click "Send deletion email" button on "Delete my account" dialogue. A confirmation email will be sent to you with an encrypted link of account deletion. Click "Delete Account" from the email to conclude the enterprise account deletion process.

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 you to configure a specific quota against each system resource/ service for your enterprise users on an 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 usage limits for your enterprise users

1. Log in with your enterprise admin credentials.

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

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

Usage Statistics

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 .

1. Login with your enterprise admin credentials.

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.

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.

SigningHub enables you to create certificate filters that could strain specific signing certificates for your enterprise users. This is useful when client side (local) signing is configured, and multiple certificates (software key, USB token/ SmartCard) are expected to appear at the time of signing. Hence, to make the certificate selection easy for the enterprise users, system will only show the required certificate(s) by processing these filters. In this way, an enterprise admin can restrict their enterprise users to use only those certificates for signing, which could pass the defined certificate filters criteria. You can manage (Add, Update, and Delete) these certificate filters as required.

Create a new certificate filter

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

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.

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.

The Enterprise Access Preferences tab lets you configure the account administration related SigningHub modules in a role. You can select your choice modules from the list to make them available to your enterprise users/ admins (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 enterprise 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 "Enterprise Access Preferences". Select the user settings check boxes and their respective granular access as required.
6. Click "Save changes".

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

Enterprise Access Preferences

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. organisational domain user ID and password) for SigningHub authentication, and won't even need to create their SigningHub IDs.

SCIM provisioning

SigningHub supports SCIM-based auto-provisioning to streamline and automate user management through an external identity provider. With this feature, user accounts in SigningHub are automatically created, updated, disabled, deleted, or re-enabled based on changes made in the connected identity provider. This ensures that user information, such as job titles or contact details, remains consistent and up to date without requiring manual input. Currently, SigningHub supports SCIM-based automatic user provisioning exclusively through Azure Active Directory (AAD).

Follow the steps below to enable SCIM provisioning:

1. Log in with your enterprise admin credentials.

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

3. Tick the "Enable SCIM provisioning" check box.
4. Click the "Save" button.

Pre-authorise your users

1. Log in with your enterprise admin credentials.

2. Click "Configurations" from the left menu and click "Users" under "People" options in the "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 the SigningHub Admin console. Select the required authentication profile from the list.

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 to SigningHub (i.e., Enterprise Admin, Enterprise Users, etc.) at the 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. Log in with your enterprise admin credentials.

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

3. Click "Add a security group".
4. Specify a Group name.

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.

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

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".

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.

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".

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".

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.

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".

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:

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

SigningHub enables you to manage (Add, Edit, and Delete) the Electronic Seals of the enterprise. These enterprise Electronic Seals are available to the enterprise users within your enterprise, based on their role, when they need to add an electronic seal to a workflow. The "Electronic Seals" section will appear if "Electronic Seals" is enabled, as a featured, in the service plan.

View your electronic seals

1. Login with your enterprise admin credentials.

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.

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.

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

Authentication Preferences

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

SigningHub enables you to customise the colour scheme of your SigningHub enterprise account according to your company's brand. There are 13 levels of customisation that could help an enterprise admin to tune each and every bit (i.e. company logo, Headings, top bar background, buttons background, toaster background, Email headers, etc.) of their SigningHub account in order to make it look exactly the same as their own enterprise brand. Once you have completed branding your enterprise account, share your Enterprise URL with your enterprise users so that they can view the branded enterprise interface directly from the login screen. You can even customise the error message content (i.e. images and text), see details.

Brand your enterprise account

1. Login with your enterprise admin credentials.

2. Click "Configuration" in the navigation panel and click on "Branding" in Settings options in Enterprise Configurations.
3. Expand the "Logos" tab. Browse the images for your Company Logo, Signature Logo and Favicon as required. From here:

   • Website Logo – Shown on the login page and top navigation bar; defaults to the system logo if not set.

   • Signature Logo – Appears on the signature appearance if enabled under roles; defaults to the system logo.

   • Email Logo – Displayed in all enterprise and personal email notifications; defaults to the system logo.

4. Expand the "Colour Palette" tab, and customise the colour schemes of the required areas. You can also use hex colouring codes to specify your choice of colour.

5. Expand the "Login Page Display" tab, and customise the desktop background image, mobile background image, and slider images and content for your login page.

6. Click the "Save changes" button to apply these changes. In case you want to revert the changes to their default, click the "Reset to default" button.

Logos

The Logos section of the Branding page allows administrators to configure and customize different logos that will be displayed across the SigningHub platform and related communications. From this screen, you can upload and manage the Website Logo, Signature Logo, Email Logo, and Favicon. Each of these logos plays a distinct role in creating a consistent brand identity for your organization within SigningHub.

The Website Logo appears prominently on the login page and in the top bar of the application, ensuring your brand is visible to users throughout their interaction. The Signature Logo is displayed in the signature appearance for users who are permitted to manage logos under their role settings, reinforcing authenticity in signed documents. The Email Logo is included in both enterprise and personal email notifications, carrying your brand into user communications. Lastly, the Favicon appears on browser tabs, helping users easily identify and return to the SigningHub application. If no custom logo or favicon is uploaded, the system defaults will be used automatically.

Colour Palette

The Colour Palette section enables administrators to define the visual theme of the platform by applying brand-specific colours to various interface elements. You can configure the primary colour, sidebar background, text and icons, error indicators, and document field highlights to create a consistent look and feel across both web and email templates. Built-in accessibility checklists and preview panels are provided for each setting, ensuring that chosen colours meet contrast requirements and enhance readability for all users.

Primary colour

The Primary Colour setting allows you to define a colour scheme that reflects your brand identity across various UI elements, including web and email templates. This primary colour is applied to elements such as buttons, toggles, and action prompts, helping users recognise your brand consistently. Accessibility is a key consideration here; the primary colour should contrast well against the background to ensure readability without the need for additional background elements. We recommend testing the primary colour on both light and dark backgrounds to confirm it meets accessibility standards and enhances user experience.

Sidebar navigation

The Sidebar Navigation settings allow you to customise the background and text colours of the main sidebar, which serves as the primary navigation area within the application. This section includes options to adjust colour schemes for icons and labels within the sidebar, supporting both functional clarity and brand consistency. The contrast of text and icons against the sidebar background is crucial for readability, particularly in low-vision settings. This configuration helps users easily navigate to key areas like the Dashboard, Documents, and Configurations with enhanced visual clarity.

Error colour

The Error Colour settings provide options to set the colour scheme for error notifications, ensuring users quickly recognise issues. This section enables you to choose a distinctive colour, typically red, for error alerts, buttons, and messages, making it easy for users to identify critical errors. Accessibility recommendations suggest selecting a shade that provides strong contrast against the background, so error messages remain prominent. This helps maintain consistency across the application, allowing users to identify and address issues efficiently without confusion.

Document Fields

The Document Fields setting allows you to specify the background and border colour for disabled fields within a document, such as signature, in-person signature, initials, or other input fields. This colour helps visually differentiate inactive or read-only fields, ensuring users can easily distinguish between editable and non-editable content. To maintain readability and visual consistency, the selected colour should offer sufficient contrast with both the field text and surrounding document elements. We recommend using a darker, closer-to-black shade to meet accessibility standards and enhance the user experience.

Login Page Display

The Login Page Display section allows administrators to customise the look and feel of the SigningHub login page. You can upload branded background images for both desktop and mobile views, and create dynamic slider items to enhance user engagement. These elements provide a professional, branded experience for users before they sign in.

When an enterprise URL is entered in the browser, the background and slider images defined in that enterprise’s branding settings are applied. If no customisation has been made, the default background and slider images set in SigningHub Admin are used. Similarly, when the default SigningHub URL is entered, the login page will always display the background and slider images configured in SigningHub Admin.

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.

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.

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.

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.

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.

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.

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 "Signing Server" dropdown to filter the records based on the signing server. The dropdown is divided into two sections: 'Signing' for standard signing servers, and 'Electronic Seal' for electronic seal signing servers. You can select "All" to include all servers, or choose a specific signing server or electronic seal server from the list.

Download the records in excel sheet

You can export the document statistics to an Excel sheet file (xlsx) by clicking the "Export to excel" button. The downloaded data reflects any search or filter criteria applied at the time of export. 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.