|
Therefore™ eSignatures |
Scroll |
New eSignature Provider...
Opens the eSignature Provider dialog with blank fields.
Name:
The name of the name of the eSignature provider.
Username:
Enter the specific user's account Username.
Password/API key:
Enter the specific user's account Password or API key.
Therefore™ eSignature service URL:
Enter the Therefore™ eSignature service URL.
eSignature provider URL:
The eSignature provider URL (specific to the selected provider).
Test Connection
Check if the provided settings are working.
OK
Save the configuration.
Cancel
Discard the configuration.
New AdobeSign...
Opens the eSignature Provider dialog with populated 'Name' and 'eSignature provider URL' fields relevant to AdobeSign.
New Circularo...
Opens the eSignature Provider dialog with populated 'Name' and 'eSignature provider URL' fields relevant to Circularo.
New DocuSign...
Opens the eSignature Provider dialog with populated 'Name' and 'eSignature provider URL' fields relevant to DocuSign.
New HelloSign...
Opens the eSignature Provider dialog with populated 'Name' and 'eSignature provider URL' fields relevant to HelloSign.
New PleaseSign...
Opens the eSignature Provider dialog with populated 'Name' and 'eSignature provider URL' fields relevant to PleaseSign.
New Scrive...
Opens the eSignature Provider dialog with populated 'Name' and 'eSignature provider URL' fields relevant to Scrive.
New Skribble...
Opens the eSignature Provider dialog with populated 'Name' and 'eSignature provider URL' fields relevant to Skribble.
New SimpleSign...
Opens the eSignature Provider dialog with populated 'Name' and 'eSignature provider URL' fields relevant to SimpleSign.
New Sinatura...
Opens the eSignature Provider dialog with populated 'Name' and 'eSignature provider URL' fields relevant to Sinatura.
New VismaSign...
Opens the eSignature Provider dialog with populated 'Name' and 'eSignature provider URL' fields relevant to VismaSign.
New YouSign...
Opens the eSignature Provider dialog with populated 'Name' and 'eSignature provider URL' fields relevant to YouSign.
Opens the Export Configuration dialog for exporting configuration definitions for this folder and its sub-items.
Export...
Opens a browser dialog that allows you to specify a location for saving the configuration file.
Cancel
Opens a browser dialog that allows you to specify a location for saving the configuration file.
Help
Opens the Therefore™ Online Help.
Advanced...
Opens the Advanced Settings dialog.
Enable logging
Enables logging while exporting the configuration. A logfile can be used to identify and resolve issues if errors occur during the export of the configuration.
Logfile:
Click Browse to specify where the logfile should be saved.
OK
Save your configuration.
Cancel
Discard the changes you made to the configuration.
View all items
When exporting from a lower level only the relevant items are displayed for export. By checking this box all items are displayed.
Export role assignments
Exports the configuration of role assignments attributed to the object.
Security...
Opens the Security dialog for Therefore™ eSignatures.
Group by role
Group the list of permissions by the assigned role.
Group by user
Group the list of permissions by user.
No Grouping
Do not group the list of permissions by user.
User/Group
Users and groups can be added and removed.
Status
Permissions can be assigned or inherited.
Add Role Assignment
Right-click on the Security dialog to see this option. Opens the Role Assignment dialog.
Role assigned to this object:
Select a role to assign to a user or group. Roles and their associated permissions can be defined under Roles under the Access node.
User/Group:
Select a user or group the role should be applied to.
Condition:
Define a condition for the role assignment.
OK
Save your configuration.
Cancel
Discard the changes you made to the configuration.
Inherit permissions from the parent object
Permissions will be inherited from the parent object.
Add...
Add User/Group.
Removed
Remove selected User/Group.
OK
Save your configuration.
Cancel
Discard the changes you made to the configuration.
