eSign Accounts

Form ID: (MBES3010)

On the eSign Accounts form, you can set up accounts for individual users or groups of users to use electronic document signing features. Any user associated with an eSign account can send documents for electroinc signing by using the eSign button on the File Maintenance (SM202510) form.

Form Toolbar

The form toolbar includes standard and form-specific buttons. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific buttons are listed below.


Element	Description
Connect	Once an account has been set up, click this button to test the connection to the e-signature service.
Disconnect	Click this button to close the connection to the e-signature service.

Summary Area

This area contains the details of the account and its connection to the e-signature service.


Element	Description
eSign Account	A unique name for the account.
Active	Tick this box to activate the account, so that it can be used for e-signing.
Provider	Select the e-signature service to use. At present, only AdobeSign is supported.
Status	Whether the account is currently connected to the e-signature service.
Type	Select "Individual" or "Shared" to associate the account with a single user or a group of users.
Advanced User Name	If Type is set to "Individual", select the individual user who can use this account.
API URL	Enter the URL to the e-signature service's API.
Client ID	Enter the Client ID for your account on the e-signature service. You can find this when setting up your e-signature service account.
Client Secret	Enter the Client Secret for your account on the e-signature service. You can find this when setting up your e-signature service account.

Notification Details Tab

People are notified by email when there is a document for them to sign. The settings on this tab let you set up reminder messages to be sent if the document hasn't been signed after a certain amount of time.

Note:

Reminders can also be sent manually from the eSign Central (MBES4010) form.


Element	Description
Send Automatic Reminders	Tick this box to enable automatic reminders for documents sent using this account.
Reminders Frequency Type	If automatic reminders have been enabled, select whether they will be sent Daily or Weekly.
# of days before request expires	Specify how long the system will wait for a document to be signed before the signature request expires. After this number of days the recipient will no longer recieve messages, and the document will need to be sent for signing again.

Users Tab

This tab becomes available if "Shared" is selected for the Type. Use the table to enter all users who will be associated with this account.


Element	Description
Advanced User Name	The employee's ID code.
Employee Name	The employee's name.