eSign Client (RTS)

The eSign Client icon is displayed in your workstation system tray for RTS integrations. From the eSign Client icon, switch between financial institutions (FIs) to easily direct printed or stored documents to the correct FI. In addition, use the eSign Client icon to manually launch eSign or eSignPlus, review settings and version information, and exit the application. Right-click the eSign Client icon in the system tray to display the menu. The first row displays the current FI that you are logged into.

eSign Integrations eSignPlus Integrations

The following choices are available depending on your integration:

  • Show Documents: This option opens the Collected Documents page. Refer to Collected Documents Page for details.
  • Search Active: This option opens the Search Active Sessions page. Refer to Searching Active Sessions for details. This item is not displayed for eSignPlus integrations.
  • Cases: This option opens the Cases page for eSignPlus integrations. Refer to Cases Page for details. This item is not displayed for eSign integrations.
  • Change Financial Institution: This option allows you to switch between FIs within the same domain. If there are no other FIs in the same domain, this option is not displayed. When you select another FI, you are logged out of your current FI and logged into the new FI that you selected. It is recommended to switch FIs before printing and processing documents to ensure that the documents are associated with the correct FI. If you have not logged into the FI before, you will be prompted to enter your information. Refer to the following example. In hosted environments with Anonymous authentication, you will be required to enter your financial institution name instead of choosing from the dropdown menu. Depending on your integration, you may be prompted to enter your password or create a new password. If you have previously logged into the FI, you may be automatically logged in depending on the settings configured by your administrator.

  • Settings: This option opens the Client Settings popup window that displays the basic settings for automatically launching eSign or eSignPlus that are configured by the administrator. Unless you have elevated permissions, users are unable to edit these settings. Click OK to close the window. Refer to Uploading Documents to eSign Using the Input Folders for details about placing documents in the input folders. If you are an administrator, refer to User Maintenance (or User Maintenance (eSignPlus) for eSignPlus integrations).

    		•  Input Folder 1 This is the location of the Input Folder 1. This field is required. Documents that have been printed or saved to Input Folder 1 or Input Folder 2 will be automatically uploaded to the server by the client .

    		Input Folder 2 This is the location of the Input Folder 2. This field is optional. Documents that have been printed or saved to Input Folder 1 or Input Folder 2 will be automatically uploaded to the server by the client .

    		Static Output Folder This folder is used by ARGO Integration to hold the created PDF document. After the document creation is complete, the PDF is copied into Input Folder 1 along with the XML (idx) information.

    		Document Expiration (Minutes) This setting determines how long printed and saved documents are retained for use. After the time limit is reached, the document will be purged and no longer available on the Collected Documents page.

    		Default Browser This is the default web browser used to launch the Collected Documents page. 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)

    This is the amount of time in seconds that a notification message will be displayed in eSign. The minimum value is 5 seconds (default) and the maximum value is 20 seconds.
  • About: This option displays the current version and copyright information.
  • Logout: Click this option to log out of eSign Client. The username of the user that is logged in is displayed here. Hover over Logout to view the username and domain.
  • Exit: Click this option to exit the application.

For information about launching eSign Client for the first time, refer to Starting eSign Client