General Settings (XML)

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, XML

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

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.

Allow XML View for Users

(XML installations only) When this is selected, users (non-administrators) will be able to click on the primary applicant name and download or view a .zip file containing the contents of the XML data file when one has been passed from the host system.

XML View Password

(XML installations only) When Allow XML view for users is checked, users will be required to enter this password to download or view the contents of the XML data file passed from the host.

Remove Option Default

(XML installations only) When this check box is selected, on the Document Selection screen, documents that are added through Select Document Set will have their Remove checkbox checked. This setting is for documents that are part of a document set only and is not used for documents added manually to the document set by using the Add Available Documents link. (Default: Not checked).

Retain Audit Trail (Days)

The number of days that rows will be kept in the audit trail tables. [Default: 90 days]

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]

Allowed Domains

Not used for your installation.

Process Sessions on All Browsers (XML)

Effectively, eSign is optimized for use with Internet Explorer. Selecting this setting will allow processing sessions on all browsers and will enable the Check Out feature on the Documents Maintenance (XML) page. This item must be enabled to allow the Check Out button to display on the Document Maintenance (XML) 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.

BarCode Cover Pages

Allows the user to upload cover pages for PDF417 barcodes. (XML installations only)

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 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.

Imaging Index Service Client Installation

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 only displays when XP Host Specific Files have been installed on your server.

General Settings XP Tab

After clicking Edit the following fields are available for editing.

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.

Admin Base Page URL: Allows the user to specify the page that an XP admin user will return to when they use the Back To XP link.

XP Database:

  • User: The user for the XP database.
  • Data Source: The name of the XP database from the DB2 profile.
  • Password: The password needed to connect to the XP database.
  • Confirm: When changing the password, used to ensure the password is entered correctly.
  • XP Referrer IP: Not Defined.

Edit Document Sets: When this is checked, the admin user will be able to maintain document sets without being synced with XP. A warning message will display reminding the admin user to synchronize the document sets with XP before processing sessions. (Default: Unchecked)

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.

Use API key for XML InSession Signing

When enabled the API Key shown above will be used as the Access Password for XML InSession Signing.

Use API key for File Transfer Service

When enabled the API Key shown above will be used as the Access Password for File Transfer Service.