Adding & Managing Profiles for Online eSign

Profiles are configured to determine Application, Security and Authentication settings for Packages. 

A Profile is required to create a new Online eSign Package.

Adding a New Profile

Any user with the Administrator Role can access Setup->Online eSign->Profiles.  

• Select Profiles in the left menu.
• Click Add in the upper menu.
  
• Enter a Name for the Profile.
• Assign Application(s) to the Profile by selecting from the drop down menu.
• Select the specific document types to be used within the Profile (optional).  If no specific document types are selected, the system will default to allow all document types within the Application(s).
• If the OLE package should be assigned to the package owner directly, select "Assign OLE Batch to Package Owner."
• Choose a Default Authentication. This can be overridden at the Package level by checking "Allow the Default to be changed."
  
  
  
  Note: Enabling KBA authentication will incur additional charges:

• Grant access to use the Profile to Users and Groups by selecting them from the drop down menu.

• Click Save.

Editing a Profile

If a Profile is tied to any OLE package that exists in the system, the Profile cannot be deleted, however it may be edited.

Note: Be sure that all existing packages are signed and indexed before making changes to the Profile.

1. Click the title of Profile
2. Select Edit upper menu to open the fields for changes.

Click Save to save changes to the Profile.