Configuration Group: Document Authoring

Configuration Group: Document Authoring

Application Configuration: Config Settings

Configuration Group: Document Authoring

The Document Authoring configuration group includes application configuration settings for the basic setup and management of document collaboration.

 Group: Emails

   
Email Body Beginning Text: Specify the beginning text for the body of e-sign and e-approval e-mail alerts.

Email Body Ending Text: Specify the ending text for the body of e-sign and e-approval e-mail alerts.

Group: Gateway
   
Allow Approve All Files Button: Enable/Disable the "Approve All" button on the approval portal to approve all files instead of approving each separately.

 Auto Attach File on Completed E-Signing: Denotes if the file(s) being electronically signed are to be automatically attached to the parent record upon completion.

 Confidentiality Message: Confidentiality Message displayed at the bottom of every page on the Vendor/Client Gateway.

 Disclaimer Message for Approvals: Specify the message to be displayed on approval actions within the document collaboration portal.

Disclaimer Message for Rejections: Specify the message to be displayed on rejection actions within the document collaboration portal.

 E-Mails on Participant Viewing: Allow e-mail notifications to be sent to "employees to notify" for an Approval or Signature Process when it is viewed through the Document Collaboration Gateway.

 IntelliSign Parent Record Link: Show the button to open record in new tab for EZ Sign Processes (Allows for potential security issue).

Gateway Name/Title: The name your company wants to use for the Document Collaboration Gateway.

Header Content: Set the content of the header for the Document Collaboration Gateway.

Help Page Content: Set the content for the Gateway's Help Page.

Help Page Title: Set the title for the Gateway's Help Page.

 Page Title for Approval Processes: Set the text of the Page Title for Approval Processes within the Document Collaboration Gateway

Page Title for Signature Processes: Set the text of the Page Title for Signature Processes within the Document Collaboration Gateway.

Privacy Policy Content: Set the content for the Gateway's Privacy Policy Page.

Privacy Policy Title: Set the title for the Gateway's Privacy Policy Page.

Reset PIN Email Body: Set the additional body information for PIN Reset Emails.

Reset PIN Email Subject: Set the Subject Line for PIN Reset Emails.

Simple Participants E-Approvals: Use simple e-approvals for participants. Simple e-approvals will auto complete the participant's action if the participant has approved all files.

Website Address: Stores the Web Address of the Document Collaboration Gateway (set & maintained by system).

Group: General
   
Allow Roles/Groups to be E-Signers: Denotes if Roles/Groups can be selected as e-signers.

Allow Third Party Paper Documents: Allow documents/templates to be created for third party paper (external documents).

Always show Auto-Attach Button: Always show the auto-attach button when viewing files for a generated document package.

Append Date to Electronic Signatures: Automatically append the date to all electronic signatures.

Default Signing Type: Specify the default signing type for any files being sent out for signing.

Number of Thumbnails to Load: Specify the Number of Thumbnails to Load.

Group: Timers
   
Document Collaboration Mass Sign Email Timer: Set how often Mass Signing Job initial participant email alerts are sent (in minutes) - Specify 0 to disable.