General Settings (RTS)

This page allows the Administrator to set various system settings - such as the image that is to be displayed in the header and how documents are to be archived and indexed.

Click Administration > General Settings.

Click Edit.

General Settings Page

After clicking edit, the General Settings page appears with all fields unlocked.

Fields in the upper section of the page are common and will display with any lower screen tab selected.

The lower section of the page displays additional Settings Tabs which are explained in following topics.

Note: Not all settings tabs may be available for your installation. Tab contents will vary according to the add-ons and options used during your installation.

General Settings, RTS

Home URL

The URL for a site when the logo is clicked.

Custom Label/URL

Populates custom links that will display for all users under Processing > Custom Links. The browser must be restarted after changing these links.

Note: Enter only a valid, known and controlled website URL.

Custom Logo / Documents Key

  • Custom Logo: Click Browse and choose a graphic file to upload a new logo (GIF or PNG). Click Upload New Image or press the Enter key to complete upload.

    Note:

    eSign will automatically resize logos to a display height of 45 pixels.

    Loading large logo files may have an adverse affect on performance.

  • Documents Key: (RTS installations only) This is the public key used to decrypt encrypted documents when using eSign Lite. Setting the global key here and then specifying the session- and document-level keys during TeSignLite transactions is required for CSi processing.

Retain Audit Trail (Days) / Login Retries allowed

  • Retain Audit Trail (Days): The number of days that rows will be kept in the audit trail tables. [Default: 90 days]

  • Login Retries Allowed: The number of tries allowed to a user before the user’s Active flag is unchecked. This setting may not display for your installation. [Default: 3 tries]

Auto-Unlock Password

When this setting is checked, a user will automatically be unlocked the next time they log in after the Password Unlock Period. This setting may not display for your installation. [Default: Unchecked]

Session Audit Report Time Zone

Time zone used for Session Audit Report.

Password Unlock Period

The number of minutes the user will have to wait before their password is automatically unlocked, if Auto-Unlock Password is checked. [Time range: 10-3600 minutes. Default: 30 minutes]

Unknown Document Label

(RTS installations only) Title of documents that shows for undefined documents.

Define Image-Based Documents

When selected, this RTS-only setting allows defining and editing image-based (OCR) documents. When not selected, the FI will not be able to define or edit image-based documents. [This setting requires HostAdmin activation. Default: Not selected]

Allowed Domains

(RTS installations only) This is a listing of domains permitted to sign in with the client application. Multiple domains are separated by a semicolon ";" or comma "," (Ex: IMMLAB;IMMLAB2;IMMLAB3). Spaces are not allowed. This setting is maintained by the HostAdmin and cannot be modified on this page.

Settings Tabs

Explained in the following. Some tabs may not be available for your installation.

Action Buttons

These actions apply to the upper and lower parts of the page.

  • Edit: Unlocks all visible fields for making changes.
  • Save: Click to save changed settings.
  • Cancel: Click if you do not want to save any settings changes.

The administrator may define how long documents are to be retained in Archive, and whether to archive documents by default.

After clicking Edit, the following fields are available for editing.

General Settings Add-Ons Tab

Action Buttons

These actions apply to the upper and lower parts of the page.

  • Edit: Unlocks all visible fields for making changes.
  • Save: Click to save changed settings.
  • Cancel: Click if you do not want to save any settings changes

Retain Active Sessions (Days)

Set number of days that active sessions will be retained, after which they will be deleted (30 90 days – default 30 days).

Archive on Session Expiration (Completed Sessions)

When checked, automatically archive sessions that have signature capture complete before they are purged. [Default: Checked]

Retrieved Session Default

Determines the state of the document display icons when an active session is retrieved.

  • Preserve original selection: Active Sessions retrieved will appear showing the original display icon choices.
  • All documents selected: Active Sessions retrieved will appear with all documents set to display.
  • No documents selected: Active Sessions retrieved will appear with all documents set to not display.

Use common scanner

Causes all workstations to use a common scanner for attachments. When eSign is installed in a Thin-Client environment, this setting should be checked. When this setting is checked, the UI must be refreshed to display Scanner Settings under the Administrative Screens menu.

Loan Coupons Files

Allows the user to upload a zip file containing the .XML and .PDF files that support Loan Coupons. [Only appears if the Loan Coupons add-on is activated.]

Starter Checks Files

Allows the user to upload a zip file containing the .XML and .PDF files that support Starter Checks. [Only appears if the Starter Checks add-on is activated.]

Expand Session Detail Indexes by Default

Select the checkbox to have document details expanded in the Sessions Details page. [Default: Not selected]

Download Documents for Session Status (Days)

Number of days to keep physical, archived documents after they are indexed before they are purged. Database records are not modified. [Default: 365]

This tab lists settings used when archiving documents and sessions.

General Settings Archive Tab

Action Buttons

These actions apply to the upper and lower parts of the page.

  • Edit: Unlocks all visible fields for making changes.
  • Save: Click to save changed settings.
  • Cancel: Click if you do not want to save any settings changes

Encrypt Archive Documents

This setting protects archived PDF documents by encrypting them. (Default: Checked)

Encrypt Password A password is required to change the status of Encrypt Archive Docs. Contact Support for a password. [Only appears if the Encrypt Archive Docs setting is changed.]

Retain Archived History Docs (Days)

The number of days to keep archived documents history. (0-2555 days [7 years] – Default: 360 days).

Download Imaging Index Service

This button may not display for your installation. Clicking this button installs the Imaging Index Service on the current machine and should be performed on the Imaging Index Service server machine for your FI. Refer to the Imaging Index Service Client Installation.

Auto-fill indexes on Session Details

When checked, index field information missing from individual documents will automatically be populated on the user Documents Submitted screen from index field information extracted from other documents in the document set. When not checked, missing field information will not automatically be populated, but the user will still have the option of clicking the Fill Indexes link.

Note:

The Imaging Index Service Client connects to the IMM eSign Cloud using REST API with the institution-specific download key over HTTPSClosed Hyper Text Transfer Protocol Secure (HTTPS) is the secure version of HTTP, the protocol over which data is sent between your browser and the website that you are connected to. The 'S' at the end of HTTPS stands for 'Secure'. It means all communications between your browser and the website are encrypted..

Imaging Index Service is a component that downloads Financial Institution documents which have been fully signed to be archived in the imaging system using an HTTPS Restful Web Service that is part of IMM eSign Cloud Service. This component can be downloaded via the IMM eSign Admin portion specific to your institution and imaging system requirements. The Imaging Index Service can be installed on a workstation or a server within your Financial Institution environment. Please discuss in detail with your implementation person.

This procedure may not be required for your installation. Please contact support for assistance.

When required, this procedure should be performed from your local FI Imaging Service Client machine.

.NET Framework 4.6.2 is required.

For each host, easily configure all Financial Institutions from the same machine. The manual steps required to customize the Imaging Client component are automated for multi-tenant environments.

Installing this option will create a scheduled task on the Imaging Service Client machine.

The logon account for the machine used to install Imaging Index Service Client must have rights to Log on as a batch job.

From Administration > General Settings, click the Imaging Index Service Client Installation.

Archive Tab, Click Download Imaging Index Service

1

Click Edit.

2

Click Download Imaging Index Service.

After clicking the Download Imaging Index Service button,

A pop-up window appears.

Run or Save IMM Imaging Index Service pop-up window

Click Run.

A publisher warning may appear.

Imaging Index Service Publisher Warning

Click Run.

Note:

An additional warning may appear if the DMS folder is not exempted from anti-virus scanning.

The Extract Setup Files pop-up window appears.

Extract Setup Files to Folder

1

Click Browse to select a different location.

2

 Click Start to extract the installation files.

If a User Account Control window appears, click Yes.

The Imaging Index Service Configuration popup displays.

Imaging Index Service Configuration

1

Enter C:\Program Files\IMM or click Browse to navigate to C:\Program Files\IMM. After the Imaging Index Service Client is installed, a folder for each FI will be placed in this location.

2

 Select a time to run the task in the Task Scheduler.

3

 Click Install to continue.
The Imaging Index Service window refreshes. In the Edit Configuration window,

Imaging Index Service

As necessary, click Edit Configuration to display the Edit Configuration Window.

Click Continue.

Edit Configuration

Change the Download Key or API URL as necessary.

Click OK to accept changes.

The Imaging Index Service window refreshes.

Documents for existing, completed sessions will be moved to the Imaging System Settings, Destination Location (HostAdmin Settings).

Imaging Index Service, Documents Moved

Click Continue to repeat.

Click Close.

After installation the eSignImagingClient task will be added to Task Scheduler.

This task will download and index documents that have not been indexed.

From a Command prompt or Run prompt,

Type taskschd.msc.

Click Task Scheduler Library > IMM.

Task Scheduler for eSignImagingClient

This task is scheduled for 5:14 AM by default. This time can be adjusted by editing the task.

The following folders must be exempted from Live or Active Virus Scanning and from your Indexing Service.

  • C:\ProgramFiles\IMM\DMS Client
  • The folder listed in HostAdmin > Administration > Financial Institutions > Other Settings tab Destination Location.

The Imaging Index Service installation is complete.

General Settings Check-In/Check-Out Tab

Action Buttons

These actions apply to the upper and lower parts of the page.

  • Edit: Unlocks all visible fields for making changes.
  • Save: Click to save changed settings.
  • Cancel: Click if you do not want to save any settings changes

Check Out

Allows the user to extract the parameter.xsl (txt or csv) file or other files used by the FI, along with any associated data definition files. The files are downloaded to the user's machine. This file may then be sent to support.

Check In

Allows the user to install the parameter.xsl (txt or csv) file or other files used by the FI, along with any associated data definition files. The files may be uploaded individually. The parameter.xsl (txt or csv) file is stored in the FI's folder.

This tab is only available if the eSign Zip Files Add-On is activated by the eSign Administrator.

General Settings eSign Zip Tab

Action Buttons

These actions apply to the upper and lower parts of the page.

  • Edit: Unlocks all visible fields for making changes.
  • Save: Click to save changed settings.
  • Cancel: Click if you do not want to save any settings changes.

Zip Handler Assembly

Preset to IMM.TeSign.BL.ProSign.dll

Zip Handler Class

Preset to IMM.TeSign.BL.ProSign.ZipHandler

Zip Handler Password

Each zip package is password protected. The password entered here must match the password for the zip package in order to extract PDF files for definition in the imaging system and for processing in Client.

This tab is used to modify eSign Client settings.

This tab will only display if Enable Client is selected by the Host Administrator.

Note: All clients on all workstations must be restarted for changes to take effect.

FIAdmin General Settings, eSign Client Tab

Action Buttons

These actions apply to the upper and lower parts of the page.

  • Edit: Unlocks all visible fields for making changes.
  • Save: Click to save changed settings.
  • Cancel: Click if you do not want to save any settings changes.
Input Folder 1 Location of the Input Folder 1. (Required)
Input Folder 2 Location of the Input Folder 2. (Optional)
Static Output Folder

Used by ARGO Integration.

eSign Client calls the Dynamic Printer to convert printed documents into .PDF documents. ARGO uses the static folder to hold the created .PDF document. After the document creation is complete, the .PDF document is copied into Input Folder 1 along with the .XML (idx) information.
Document Expiration (Minutes)

This setting determines how long printed/ saved documents are retained for use. After the time limit is reached the document will be purged and no longer available in the Collected Documents page.

Default Browser

Default browser used to launch the Collected Documents page.

  1. Safari is not supported. Microsoft Edge has limited support.
  2. If the selected browser is not available on the user workstation, the user's default browser will be used.

Auto Launch eSign in Browser

When documents are printed from the eSign Client printer, control how users are notified if the default eSign web browser is already open on their workstations. The default eSign web browser is determined by the Default Browser setting. Auto Launch eSign in Browser is selected by default.

When Auto Launch eSign in Browser is selected and the default eSign web browser is already open, printed documents are displayed on the Collected Documents page in a new tab. Every time documents are printed, a new tab opens in the default eSign web browser, which may result in multiple Collected Documents pages in multiple tabs. A pop-up notification is also displayed to alert the user that new documents were printed. Refer to the following example. The pop-up notification will disappear after the number of seconds selected in Display Notification for (Seconds).

When Auto Launch eSign in Browser is not selected and the default eSign web browser is already open, a pop-up notification alerts the user that new documents were printed. The notification prompts the user to refresh the Collected Documents page or click a button to open eSign. Refer to the following example. The pop-up notification will disappear after the number of seconds selected in Display Notification for (Seconds).

Display Notification for (Seconds)

The number of seconds the optional pop-up notification will remain onscreen for the user. [Default/Minimum value: 5 seconds, Maximum value: 20 seconds]

Access Valid for (Days)

This setting manages long-term access authentication. The number of days user access to the documents is valid.

Delay for Index File (Seconds)

This setting is used when a PDF document is paired with an index file for processing and the client will wait for X number of seconds based on DelayForIndexing for the paired index file before processing the PDF documents. [0-60 seconds - Default: 0 seconds]

Retry Attempts for File Access

The number of times eSign client attempts to check if the PDF/XML/IDX file is accessible (locked) or not. [Default: 3 tries. Min: 1, Max: 5]

Delay for File Access (Seconds)

This setting determines the number of seconds client will wait after each retry to check if the PDF/XML/IDX file is accessible by client or not. [Default: 2seconds. Min: 1, Max: 3

Enable User Level Settings

This setting determines if users can locally edit eSign Client settings. (Default: Not Selected)

Note: All clients on all workstations must be restarted for changes to take effect.

The Platform Settings tab displays the current platform settings for the “Send to Imaging” preferences. When Override is selected, these settings can be overridden at the FI-level.

This tab is always unlocked.

Platforms are only available if they are set by the Host Administrator. The FI Administrator cannot add or delete entries from this screen but can edit the Override and Send to Imaging (FI) settings.

Platform Settings Tab

Settings

  • Platform: The platform used by the Financial Institution. Multiple platforms may be available. This setting is controlled by the Host Administrator.
  • Send to Imaging (Platform): At the platform level, this option specifies if the completed session documents will be transferred to the specified imaging system. When this setting is Yes, eSign creates index file to send to imaging using the eSign imaging component. When this setting is No, no index file is created. This setting is controlled by the Host Administrator and cannot be modified at the FI level.
    • Yes: Send to imaging.
    • No: Do not send to imaging
    • If the setting is No, the session documents will be archived and the session will be marked as completed, but the documents are not sent to the imaging system. These documents cannot be reindexed.
  • Override:This setting allows the FI Administrator to override the Send to Imaging (FI) setting.
    • Selected: The Send to Imaging (FI) parameter can be modified. When selected, the FI Administrator can change the Send to Imaging (FI) setting.
    • Not selected: The Send to Imaging (FI) parameter cannot be modified. When not selected, the FI Administrator cannot change the Send to Imaging (FI) setting.
  • Send to Imaging (FI): This setting will be used in place of the Send to Imaging (Platform) setting if Override is selected. When this setting is On, eSign creates an index file to send to imaging using the eSign imaging component. When this setting is Off, no index file is created. This setting can be overridden by the FI Administrator.
  •  Action Buttons:
    • Click the Disk icon to save the dictionary information and continue.
    • Click the X icon to reset the changed settings without saving.

This page allows the FI Administrator to set all API keys to use a single-source API key for the Financial Institution.

Note: Your FI may not use all API Keys.

Manage API Keys

Action Buttons

These actions apply to the upper and lower parts of the page.

  • Edit: Unlocks all visible fields for making changes.
  • Save: Click to save changed settings.
  • Cancel: Click if you do not want to save any settings changes.

API Key / Confirm API Key

The API Key used by the FI is the primary key for communicating with the eSign Administrator components and also functions as the database password.

The API Key must be from 8 to 20 characters long and contain at least one lower case letter, one upper case letter, one special character and one digit.

The Confirm API Key value must identically match the API Key.

Note: When entering keys and passwords, click the Eye icon Masked Text Preview Icon to display masked characters.

After the FI is created, the API Key can be edited by the FI Administrator on the General Settings page, Manage API Keys tab.

Use API key for TeSignLite Access

When enabled the API Key shown above will be used as the Access Password for TesignLite Access.

Use API key for Session Status API

When enabled the API Key shown above will be used as the Access Password for Session Status API.