General Settings (eSignPlus)

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 number of minutes between refreshing the Cases screen. (Default: 5 minutes)

The number of cases displayed on the Cases page

When selected, and a user navigates to the Cases page, the cases will automatically populate based on the user default search parameters. When not selected, and a user navigates to the Cases page, the cases will not automatically populate.

This setting is used to define the shared inbox into which the download step will be received. This setting must be configured for the remote signing process in workflow to work.

When selected, and a user processes a session, the Select Workflow pop up will always display. When not selected, and a user processes a session, the Select Workflow pop up will only display if the workflow name is not included in the session information. When not selected, if a workflow name is included in the session information, the Select Workflow pop up will not display.

When selected sessions will be automatically archived after eDelivery is clicked. When not selected sessions will not automatically be archived at that point. (Default: Selected)

When this setting is checked, Manager position information from the FI Active Directory will be used for routing workflows. When this setting is not checked, Manager positions must be defined separately under Workflow Permissions.

The default workflow for sessions processed in a LightsOut session.

The default workflow for sessions processed in an AdHoc session.

This setting is used to turn off the Ad-hoc Document checkbox available under Workflow Builder > Document Set tab. This allows processing documents that are not associated with any document set.

The number of days that a workflow audit trail is retained. (Default: 365 days)

The number of days that completed or cancelled cases will be retained. (Default: 365 days)

This field is used to change the title of the field description on several screens within eSignPlus. When the default of no text is used, the title field defaults to “Name”.

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.

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.

Allows the user to upload cover pages for PDF417 barcodes.

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.]

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

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.

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

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.]

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

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 .

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

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.

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.

Allows the user to specify the page that an XP admin user will return to when they use the Back To XP link.

• 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.

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.

Preset to IMM.TeSign.BL.ProSign.dll

Preset to IMM.TeSign.BL.ProSign.ZipHandler

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.

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.

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 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.

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).

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

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

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]

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]

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

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 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 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.