Group Maintenance (eSignPlus)

This page is for installations with the eSignPlus addon activated.

This page is used to create, copy, edit, and delete groups. Users can be added and deleted, and permissions for each group can be individually set.

eSignPlus groups must also exist on the Active Directory. Procedurally, create the group in the Active Directory first, and then create the group within eSignPlus.

Click Administration > Groups.

Groups Maintenance Areas

Groups Maintenance page with Expanded group eSign plus

	Pin Search Panel: Click to expand or minimize the search panel when search results are returned. After selecting Pin or Unpin, click Search to change the page view.
	Title Bar: Click the title bar area to expand or minimize the search pane.
	Group Title: Search for group by title.
	Search Pane Action Buttons: Search: Search based on the selected parameters. Clear: Clear all input boxes.
	Select All: Select all non-default groups.
	Control Buttons: Add New: Click to add a new group. Delete: Click to delete non-default groups selected with (10) Group Selection Checkbox. Default groups cannot be deleted. Export: Export a list of groups, group members and group member's permissions to a .csv file. After clicking the Export button, a popup appears. Click Save to save the comma-separated values (.csv) export with default options. Click Save as to change the name or location of the .csv file. Click Save and open to save the comma-delimited export with default options and open in a separate application. After opening the .csv file, the information can be manipulated using standard worksheet methods.
	Sort By: Sort the results pane by Group Title or Description, Ascending or Descending.
	Title: Title of listed group.
	Description: Short description of the group.
	Copy Groups Icon: Copies any existing groups permissions along with other details and creates a new group with those permissions. Copy a Group
	Group Selection Checkbox: Select non-default groups to be deleted with the (7) Group Control Delete button.
	Expanded Information: Items explained in the following. Each group has four sub-tabs: Permissions, Group Members, Workflows and Inboxes.

Expanded Groups Listing

Permissions Tab

Lending Group Expanded

	Groups Tabs: Click to select. Permissions Tab: Change permissions as necessary for all members of the current group. (Permissions) Group Members Tab: Add, edit or delete Group members. (Group Members Tab) Workflows Tab: Add or delete Workflows associated with this group. (Workflows) Inboxes Tab: Add, edit and disable shared inboxes. (Inboxes) Deletion Icon: Click to delete this group only.
	Group Selection Checkbox: Select non-default groups to be deleted with the (7) Group Control Delete button (shown above).
	Title: Title of the group.
	Description: Short description of the group
	Group Delete Icon: Click to delete groups selected with (2) Group Selection Check Box.
	Action Buttons: Save: Save current changes to this area. Cancel: Discard current changes to this area.

Default Group Permissions (Administrators, DocumentAdmins and Users)

These default permissions are automatically assigned to Users groups.

Default Group Permissions (Administrators, DocumentAdmins, Users) eSign plus

Note: Not all settings may be available for your installation.

Permissions List
	Group Members Can Search and View Workflow Sessions Administrators: Any Session Users, Document Administrators: Their Own Session Only
	Group Members Can Unlock Sessions Administrators: Any Session Users, Document Administrators: Their Own Session Only
	Group Members Can Route Workflow Sessions Administrators: Any Session Users, Document Administrators: Their Own Session Only
	Group Members Can Re-Route Workflow Sessions Administrators: Any Session Users, Document Administrators: Access Denied
	Group Members Can Add Documents/Attachments to Sessions Administrators: Any Session Users, Document Administrators: Their Own Session Only
In Person Signing
	Group Members Can Access In Person Signing Administrators, Users, Document Administrators: Draw, Type, Signature Pad
Remote Access Authentication
	Group Members Can Send Sessions to Remote Administrators, Users, Document Administrators: Email, Password, KBA, Phone, Government ID
eDelivery Access Authentication
	Group Members Can Send Sessions for eDelivery Administrators, Users, Document Administrators: Email, Password, KBA, Phone, Government ID
Remote Action Completion Order
	Group Members Can Change the Remote Action Completion Order By default, users are not allowed to change Remote Action Completion Order. This setting allows the user to choose between allowing signers to sign in any order or in a specific order.
Documents
	Group Members Can Preview Documents (New Session Only)\ By default, users are not allowed to preview documents in new sessions.
	Group Members Can Delete Unsigned Documents Administrators: Any Session Users, Document Administrators: Their Own Session Only
	Group Members Can Process Documents (Existing Session Only) Administrators: Any Session Users, Document Administrators: Their Own Session Only
	Group Members Can Reindex Documents Administrators: Allow to Reindex
	Group Members Can Change the View / Skip Property Administrators: Any Session Users, Document Administrators: Their Own Session Only
	Group Members Can Edit Indexes / Imaging Indexes Administrators: Any Session Users, Document Administrators: Their Own Session Only
Designer
	Group Members Can Use Designer Application Administrators: Any Session Users, Document Administrators: Their Own Session Only
	Group Members Can Review Assignments in Designer Administrators: Any Session Users, Document Administrators: Permission denied.
	Group Members Can Define Unknown Documents Users, Administrators, Document Administrators: Allow to Define Unknown Documents
Reports
	Group Members Can Access Reports Administrators: All Reports Users, Document Administrators: Session Status, Add-Ons, Remote Signature Status
Add-Ons Processing
	Group Members Can Process Starter Checks Administrators, Users, Document Administrators: Not Allowed
	Group Members Can Process Loan Coupons Administrators, Users, Document Administrators: Not Allowed
Add-Ons Report – Starter Checks
	Group Members Can Run Starter Checks Report Administrators: Any Session Users, Document Administrators: Their Own Session Only
Add-Ons Report – Loan Coupons
	Group Members Can Run Loan Coupons Report Administrators: Any Session Users, Document Administrators: Their Own Session Only
Administration
	Group Members Can Create and Modify Group / User Permissions Administrators: Always allowed; cannot be disabled. Users, Document Administrators: Create / Edit Group Permissions: Not Allowed Create / Edit User Permissions: Not Allowed
	Group Members Can Create and Manage Templates Group members with this permission can create new templates in Template Manager and also in Document Designer when defining unknown documents in sessions, if the group members have Document Designer permissions enabled. Administrators: Always allowed; cannot be disabled. Document Administrators: Create and Manage Templates: Allowed Users: Create and Manage Templates: Not Allowed
	Group Members Can Create and Manage Workflow Templates Administrators: Always allowed; cannot be disabled. Document Administrators: Create and Manage Workflow Templates: Allowed Users: Create and Manage Workflow Templates: Not Allowed
	Group Members Can Access All Workflows and All Inboxes Administrators: Always allowed; cannot be disabled. Users, Document Administrators:Not Allowed

Group Members Tab

Click the Group Members tab.

The Group Maintenance page refreshes listing all members of the selected group.

Users cannot be added to or deleted from non-default groups on this page. Users must be added to or deleted from groups using the domain Active Directory. They will then display in this listing after they have logged on and connect to eSignPlus.

Group Maintenance - Group Members Tab

Tabs:

Permissions Tab: Change permissions as necessary for all members of the current group. (Permissions)
Group Members Tab: Add, edit or delete Group members. (Group Members Tab)
Workflows Tab: Add or delete Workflows associated with this group. (Workflows)
Inboxes Tab: Add, edit and disable shared inboxes. (Inboxes)

Permissions Action Buttons: Click to select.

Save: Save current changes to this area.
Cancel: Discard current changes to this area.

Add Groups

Groups Maintenance page with Expanded Lending group

Click Add New.

A new group template displays.

Groups Maintenance - New blank group page

	Tabs: Permissions Tab: Change permissions as necessary for all members of the current group. (Permissions) Group Members Tab: Add, edit or delete Group members. (Group Members Tab) Workflows Tab: Add or delete Workflows associated with this group. (Workflows) Inboxes Tab: Add, edit and disable shared inboxes. (Inboxes)
	Title: Title of the group (Required)
	Description: Short description of the group
	Groups Delete Icon: Click to delete the current group only.
	Groups Action Buttons: Click to select. Save: Save current changes to this area. Cancel: Discard current changes to this area.

Workflows Tab

Click the Workflows tab.

The Group Maintenance page refreshes listing workflows associated with the group.

Workflows Tab for a Specific Group

Group Maintenance, Workflows Tab for Specific Group

Workflow Tab for the Default Users Group

Group Maintenance, Workflows Tab for Users

Groups Tabs: Click to select.

Permissions Tab: Change permissions as necessary for all members of the current group. (Permissions)
Group Members Tab: Add, edit or delete Group members. (Group Members Tab)
Workflows Tab: Add or delete Workflows associated with this group. (Workflows)
Inboxes Tab: Add, edit and disable shared inboxes. (Inboxes)

Deletion Icon: Click to delete this group only.

Group Selection Checkbox: Not available for default groups.

Title: Title of the group.

Description: Short description of the group

Group Delete Icon: Not available for default groups.

Action Buttons:

Save: Save current changes to this area.
Cancel: Discard current changes to this area.

Delete Workflow: Deletes workflows selected with (11) Workflow Selection Checkboxes

Add Workflow: Click to open the Add Workflow pop-up window.

Add Workflow Pop-up Window

	Select a workflow. Select the checkbox in the title row to select all available workflows.
	Click Done.

The workflow is added to the list of workflows for the selected group.

Delete Workflow: Deletes workflows selected with (11) Workflow Selection Checkboxes

Workflow List Area: Lists all workflows associated with current group.

Workflow Selection Checkboxes: Select workflows for deletion with (9) Delete Workflow button. Select the checkbox in the title bar to select all listed workflows.

Copy Group

Group Maintenance Copy Selected Group

Click the Copy Group Icon.

Copy Group Settings appears.

Copy Group Settings

Select the settings to be transferred to the new group.

Permissions: Copies all current group permissions to the new group.
Workflows: Copies all current workflow permissions to the new group.
Group Members: Copies all current group members to the new group.

Control Buttons:

OK: Click to add the new group.
Cancel: Click to close the Group Settings window.

A new group template displays.

New Group from Copy Group Icon

	Tabs: Permissions Tab: Change permissions as necessary for all members of the current group. (Permissions) Group Members Tab: Add, edit or delete Group members. (Group Members Tab) Workflows Tab: Add or delete Workflows associated with this group. (Workflows) Inboxes Tab: Add, edit and disable shared inboxes. (Inboxes)
	Title: Title of the group (Required)
	Description: Short description of the group (Required)
	Groups Delete Icon: Click to delete the current group only. You will be prompted for confirmation.
	Groups Action Buttons: Click to select. Save: Save the new group. Cancel: Discard the new group. You will be prompted for confirmation.