Add User (eSignPlus)

Stop: When a user who is in a workflow is copied, the new user will automatically become part the same workflows as the original user. Review Workflow assignments for the new user.

On the User Maintenance page,

Click Add.

User Maintenance - Click Add New

A new user template appears.

New User Template, Populated

	User Information: Selection Check Box: Select the current user for deletion. User ID: Enter a User ID. Name: Enter a user name. This name will display on the eSign user menu bar. Delete Icon: Remove the current user only.
	User Tabs: Details: Display the Details tab. Refer to Details Tab. Groups: Display the Groups tab. Refer to Groups Tab. Workflows: Display workflows that are used by this user. Refer to Workflows Tab. Inboxes: Display email inboxes that are assigned to this user. Refer to Inboxes Tab. Permissions: Display the Permissions tab. Refer to Permissions Tab. Effective Permission Summary: Display the Permission Summary tab. Refer to Effective Permission Summary Tab. Partner Alias: Display the Partner Alias tab. Refer to User Maintenance (eSignPlus). eSign Client: Display the eSign Client Settings tab. Refer to eSign Client Tab.
	Action Buttons: Save: Save changes. Cancel: Discard changes.
	Domain: Enter the user domain.
	Default Sender Email: Enter the email address for the user as used on the eSignature Management page when sending documents for remote signature.
	User Email: User email is used for workflow FYI and notification steps. Leaving this field blank, will result in failures during FYI/Notification generation.
	Last Login Date: Displays the time and date when user last logged into the system.
	Active: Used to allow access to eSign. Users with 3 unsuccessful login attempts will have the Active checkbox unchecked.
	Manager: The user's manager as defined in the Active Directory system.
	New Password: Enter a new password.
	Confirm New Password: Repeat the new password.
	User must change password at next login: When selected the user will be provided a reset password page at log on. (RTS only)

Edit other tabs as necessary. Refer to User Maintenance (eSignPlus).

Click Save.

Stop: When a user who is in a workflow is copied, the new user will automatically become part the same workflows as the original user. Review Workflow assignments for the new user.