Skip to end of metadata
Go to start of metadata

 

 

This page will give you an overview over eSignatureSuite's administration menu, in which you can change settings and activate or deactivate optional features. In order to explain all these possibilities, each menu will be shown together with a picture and all of its options and buttons will be explained.

 

General

Click here to protect the settings below with a password.

This button is available in all cathegories of the administration and allows to set a password to protect your settings from getting changed. You can do this for each menu separately or for all menus at once.

Infom user if a signed document has been loaded

When opening a document, it is scanned for included signatures. With this option, you will be notified of such signatures (or not).

 

After signing - ask for name and reason for signing

With this option an additional dialogue after each signature will be presented, the so-called stamp-dialogue, which asks for the signer's name, the location and the reason for the signature. By default this data will be added to your document below the signature and will be linked digitally to its respective signature, too. Learn more about this topic here: Saving the signature 

Inform user before signing the last field in a signature-set

With this option, you will be notified before the last signature of a signature-set, that it will be the last one and that afterwards the whole signing process will be concluded. If you preset a macro in your signature-set option "What should happen after signing?", it will be executed before concluding the signing process.

Language

When clicking this button, you can select the language, with which you want to use eSignatureSuite. Currently the following options are possible: German, English (UK or US), Spanish, French, Italian, Dutch and Polish.

Configure macro buttons

With this button, the menu for macro buttons will open. These macros help you to automate complex actions like renaming, saving or sending your document via email. Learn more about this topic here: Automating complex processes: Working with macros.

Gap between buttons

As soon as at least one of your macro buttons is set to "visible", a new menu bar will be added below your tool bar in eSignatureSuite. This new bar shows all visible macro buttons and with this option, you can set the size of the gap between these buttons.

Enable signature check within macro button

Is this option set to "Ask" and you want to exeecute a macro while signing, eSignatureSuite will ask, if the signature should be added to the document before the macro is started. Setting this option to "Always overwrite" or "Never save" will not disturb the signing process and the macro will be executed without further enquiry. However, if you included options like "Save as..." or "Send per mail" in your macro, the signature-set will only execute these actions after requesting to add the signature to the document.

Disable macro buttons while signing

With this option, all macros (irrespective of their visibility) will be deactivated while signing. This means, they can not be executed during the signing process and to further illustrate this, their button names will be written in grey.

Consider skipped fields as signed (for optional fields)

If you allow skipping optional signatures in your signature-set, this option here tells eSignatureSuite to consider these skipped fields as correctly signed and thus allows the successful conclusion of the signature-set.

Save additional search history

Activating this option while using a Return/XML-file, will save all your search terms (e.g. from signature fields or when using the Dynamic processing of document content in eSignatureSuite) and their respective results in this XML-file.

Temporary folder

Here you can set a saving path for your temporary files either with the "Browse" button or you copy your desired path into the empty field. By default the following path is used (but not shown):

"C:\Users\[your user name]\AppData\Local\Temp\eSignatureSuite[version number]" (the parts in squared brackets can vary depending on your system and program version)

 

 


 

Stamp

In this menu, you can determine if you want to have a stamp attached to your signature and if so, how it should look like.

Click here to protect the settings below with a password.

This button is available in all cathegories of the administration and allows to set a password to protect your settings from getting changed. You can do this for each menu separately or for all menus at once.

Stamp for device signatures

After activating this option, all your data,  which you are prompted for in the stamp-dialogue (or which you predefined in your signature-set), will be added below your signature after signing with a signature device like sign pads. How you can edit this stamp according to your wishes, will be explained only a little bit further down the line in this chapter. Without activating the option, your signature will be added normally to the document without stamp and so without any additional data.

If you chose the option "After signing - ask for name and reason for signing" in the "General" tab, the data, which you provide after the signature, will be used for the stamp.

Stamp for image signatures

If you add a signature to your document in form of a picture instead of a manual signature, this option allows adding additional information below the picture, too.

use history for stamp-data

If this option is activated, eSignatureSuite will remember all added data for "signer", the "reason for signing" and the "location". Furthermore, you can predefine text items in the appearing side bar to have them available later on in the stamp-dialogue. This makes it easier to work with frequently used input like signer's names or locations, for example.

remember last inputUsing this option makes eSignatureSuite prefill the stamp-dialogue with the same input as in the previous stamp.

Signature stamp text field

Reset

Colour...

Font

Size

 

Here in this text field, you can modify your stamp to a standard form of your choice. Some options are already shown and also explained via the small question mark button. All these options in the squared brackets are keywords. Text outside of these brackets is shown directly in the stamp.

Those keywords are:

  • the person, whose signature is added [Signer]
  • the location [Location]
  • the reason for signing [Reason]
  • the date and time when the signature is done [Time]
  • a copyright for the used document [Copyright]

You can edit these options freely by deleting, copying or adding them to your stamp. In case you deleted these predefined options (either partially or completely) and you need them back, you can use the "Reset" button to go back to the default stamp, which is shown in the screenshot above. You can set the font and its size and colour for the complete stamp with the respective drop down menus or buttons, while the button with the magnifying glass allows using the dynamic processing of document content just like in other menus.

In addition to the previously given static keywords, there are further options to modify the signature stamp:

  1. Plain text: Writing any plain text into this field, will then show it plainly in the stamp below the signature.
  2. Custom enquiries, which allow to add totally customized text fields to the post-signature stamp dialog.

    You can add these enquires exactly like all the other variables by writing the custom text in squared brackets into the text field in this menu.
    Example: [How are you today?]
    If any user input has been provided in these custom enquiry fields, it will be added to the stamp below the signature. Please be cautious when using special characters and signs here, because basically eSignatureSuite does NOT support those. Some characters might work anyway.

Beware!

All these options here in this menu will be used for all your signatures, but in a signature-set you can modify each stamp for every signature separately! This is done by editing or creating a signature-set (more about this in the Stamp section of the chapter Automatic creation of signing fields: Working with signature-sets in eSignatureSuite) or you can use a text editor to add this information directly to your *.sss-file. Learn more about this here: SSS File Structure.

 

 


 

Multi-User-System

If you are not the sole user on your computer, but use the system together with your colleagues with separate accounts, you can use this menu to make all users use the same, centralised options.

Normally, all setting are saved for each user separately. With the given options, you can change this behaviour and set up a common path for commonly used (and saved) settings.

Common settings for the PDF Converter don't need a special saving path because all required information is read directly from your system's registry.

Beware!

Please make sure, that all users are allowed to both read as well as write in the chosen folder.

 

 


 

Appearance & Design

Just as the name suggests, you can change the graphical user interface in this menu, either on a grand scale by using completely different colour designs or you just change the appearance of individual facets like labels, display options and colours.

Click here to protect the settings below with a password.

This button is available in all cathegories of the administration and allows to set a password to protect your settings from getting changed. You can do this for each menu separately or for all menus at once.

Window Design

Here you can select the general appearance of your graphical user interface when using eSignatureSuite. In this manual, we generally show version "5.x", but you can also use the "4.x" and "Classic" designs from earlier versions.

Show pen icon in signature field

With this option, you activate a small icon depicting a hand , which is shown whenever a signature field is displayed. This icon is replaced by a small pen when using a signature device from the "duraSign" product range, because there it's already a part of its design and is used solely to offer a reasonable starting point to the user for his signature and in the end will not be seen in the document.

Hide inactive buttons

This option affects primarily the eSignatureSuite window designs "Classic" and "4.x" and allows to hide all buttons and menus, which can be deactivated in the "Permissions" tab (see below). When using the design "5.x", you already have the ability to show or hide each and every button in your toolbar by using the "Toolbar" button, which is explained some lines below this one.

Gray group captions (after restart)

With this option, you can deactivate the coloured background for several menu names in window design "4.x" and so make the whole user interface appear in grey. For window design 5.x, this option is not used.

Hide file name

Activating this option hides the file name of the currently opened document in the lower right status bar. Then, only the page number will be shown there.

Show window when variables are exchanged

This checkbox activates an additional dialogue, which will be shown each time you are using the Dynamic processing of document content to search for keywords. This dialogue will show what is being searched and what is being found.

Show menu bar

This option makes the main menu bar (File, View, Tools, Options, Help) visible or hides it.

Beware: When this option is deactivated, there is no way back to this administration menu besides using the "StartManager.exe", which you can find in your eSignatureSuite installation folder.

Enlarge macro buttonsThis option is especially helpful for devices with smaller displays, like some Tablet-PCs for example. It enlargens the button size of the visible macro buttons and so allows easier usage.
Show tool barThis option activates the tool bar, which contains most basic options like signing, navigating the document, opening and saving etc.
Show button descriptions

By deactivating this option, you can make all text lables of your tool bar buttons disappear and so make the whole tool bar more compact. Only the icons will be shown.

Toolbar

This button leads to a new menu, which allows you to customize the complete tool bar of window design "5.x" according to your wishes. Learn more about this in the section Customizing the toolbar.

Button Scheme

The dropdown-menu next to the text "Button Scheme" offers the choice of many different, predefined colour combinations to change the appearance of your eSignatureSuite in a fast and easy way. Lean more about this in the following section Customizing the user interface colours.

Select colour

This button is only usable after choosing one of the options containing the keyword "User" from the button scheme dropdown menu. This leads to a new menu, which allows to customize eSignatureSuite's colouring according to your individual wishes. Lean more about this in the following section Customizing the user interface colours.

 

 


 

Customizing the user interface colours

Attention!

The following options and explanations apply only for window design "5.x"!

 

The colouring of eSignatureSuite's graphic user interface is highly customizable, down to the colour gradient of single buttons. This allows using your company colours for the whole design, for example.

For this, there are basically two different ways in the administration menu "Appearance & Design":

  1. Basic customization: This can be done with the dropdown menu "Button Scheme" and changes the overall appearance.
    These schemes are named according to their respective design. The first word points our the icon (or glyph) colour, while the second word describes the colour of the button background.
    - For the glyphs the optioons "Colour", "Grey" or "Blue" are predefined.
    - The buttons themselves offer more options, but the basic designs in "Colour", "Grey" or "Blue" are available as well as the additional options for colour gradients and "User". The gradients range from light-coloured on the upper edge to dark-coloured on the lower edge of a button. "User" leads to the next option with a new menu.

Detailed customization is offered with the previously mentioned option "User" in the "Button Scheme" drop down menu, which activates the button "Select colour" directly below the drop down menu and which leads to a new menu.

This overview is just an example view to show directly, how your colour choices will change the appearance as soon as you confirm them by pressing the "OK" button and then leave the administration menu with "Save settings".

 

Some advice about this topic:

Just try, whatever suits your wishes! With these manifold possibilities, you could show the user interface for example in your company colours.

At the very top, at the very bottom and on the left side, you can see examples of the different parts, whose colours you can customize in this menu. For this, each section shows a button in its normal state and another one in its deactivated state (when it's not usable but still visible), but your changes will affect all visible parts of the appropriate section.

Clicking on any menu bar or button will jump directly to the appropriate entry in the list and allows you to customize it.
Alternatively, you can choose each option directly, in case you already know, what you are looking for. Generally, all names are self-explanatory.

On the right side, you can do (from top to bottom):

  • overwrite the whole user interface with one of the basic colour customization designs (in other words, reset everything to one of the basic designs).
  • change the glyph-colour for the normal state as well as the "clicked" state. For this, only the standard colours are available and no individual customizations.
  • change the colour of the currently chosen part of the interface or see which colour is currently chosen

For colour gradients, you have to choose an upper and a lower colour, between which the gradient will be created.

 

 


 

Customizing the tool bar

 Attention! 

 The following options and explanations apply only for window design "5.x"!

The tool bar of window design "5.x" is not only customizable in terms of colour as described in the previous section, but you can also move or hide each button and each partial bar individually. Furthermore, you can enable the group "Extra", which containts additional functions, which do not belong in any of the other groups and which will be explained directly after this table.

Here you can...

  • ...move the chosen option left or right with the blue arrow icons, no matter if it's a single button or a partial bar.

  • ...delete the chosen option with the orange X icon

  • ...reset either the chosen partial bar or the whole tool bar with the two "set to default" buttons

  • ...use the "add button" button to show options, which are currently hidden or which are not shown by default (like the "Check"-
    button). This can be done on the lower left side for buttons of the chosen partial menu bar and in the lower right side for whole partial bars, like for example the document viewing options (here blue).

 

 

Extra

If you add the optional group  "EXTRA" to your toolbar, the following options will be available:

OptionExplanation
Set sign pad

This is a shortcut for your toolbar, which allows to directly change your signature device without having to go the longer routes over either the main menu oder the administration menu.

Check

This option is supposed to be visible only to experienced users or administration, because it offers the possibility to check the details of all signatures in the currently loaded document and to verify their data security.

As shown on the pictures, this includes for example:

  • the certificate validity
  • the notary information
  • detailled information about the signature device, which was used for each signature (product type, serial number, time, software version, if the device has been opened etc.)

 

 


 

Permissions

This menu allows to set up rules for the end user's access rights by hiding or deactivating certain buttons.

With the shown options here, you can either block all buttons and menu options with the appropriate names (then they will be displayed in grey) or you can hide them directly, no matter where they are or how often they can be found in the graphic user interface.

This can be achieved in other ways, too (for example via the "Toolbar" button in the "Appearance & Design" tab of the administration menu), but the options given here will block all access points. This is especially helpful when being combined with the possibility to password protect the access to this Permissions menu. To do this, you can use the big grey button with the yellow lock icon, just like in all other tabs of the administration menu.

Attention!

By removing the first check mark for access to the whole administration menu, you lock everybody (including yourself) out of the administration settings and this is only reversible by using the "StartManager.exe" from the eSignatureSuite installation folder. Please use this option only, when you don't want the end user to have any permission to change settings.

 

 


 

Sidebar

Click here to protect the settings below with a password.

This button is available in all cathegories of the administration and allows to set a password to protect your settings from getting changed. You can do this for each menu separately or for all menus at once.

 
Sidebar

Within this menu, you set up options for the behaviour of the directory pane on the left side of the user interface. This includes the general option to either have the directory pane always shown, always hidden or switchable with a simple press on the "Split-View" button in the tool bar.

Preview Mode

The directory pane allows switching between different options to show (see picture on the right side):

  • the directory (if available in the loaded document)
  • a page preview
  • a detailled list of all signatures in the document
  • a list of all signature-sets in the currently chosen signature-set directory

 

The option "Page Preview" allows to show the separate pages of the document either small and with a fixed size to make the preview of many pages appear in several columns (as soon as there is enough place to show them) or the page preview always uses all available space in the directory pane to show the pages as large as possible.

 

 


 

Window Placement

This menu offer different options to change the window size as well as the position when starting eSignatureSuite.

Click here to protect the settings below with a password.This button is available in all cathegories of the administration and allows to set a password to protect your settings from getting changed. You can do this for each menu separately or for all menus at once.
Start in full screen mode

This is the default setting, which makes eSignatureSuite start in a maximized window and so use the whole display size (also called full screen mode). In the shown screenshot, another option is currently chosen to make it easier to see and explain.

Save size and position on exit

With this option, eSignatureSuite will save the window size as well as the position (if not maximized) when closing the program and will restore them upon the next program start.

Set fixed window position at startup

This option allows to further customize the appearance of the program by offering the possibility to set the exact window position and it's size in pixels:

 

Please note that...

  • the point of origin (meaning X-position = 0 and Y-position = 0) is in the upper left corner of the screen
  • width and height will be calculated from your chosen starting position to the right (x-axis) and down (y-axis). Please use only positive integers for this.
  • too small values will be ignored. This means, that the whole, minimum needed user interface will always be shown (e.g. the whole width of the tool bar). However, this value may vary, depending on which parts of the user interface you have chosen to show or hide.
  • To further assist you with this, the following four buttons are available (and can be even more helpful when used in combination):
Current position and size

If you have set the program window to your desired size and position prior to entering the administration menu, you can use this button to read the current values in the appropriate fields (and afterwards use/save them).

Current minimum size

By using this button, you reduce the eSignatureSuite window to its current minimal possible size. As explained previously, the minimum size is limited by the fact, that the whole visible user interface has to fit into this window. This means, that each time this features is used, it checks, which parts of the interface are activated and have to shown to calculate the current minimum size.

Center on screen

This features makes the window centered on the display with its current size.

Show on screen

After having entered your desired values (Upper X/Y = starting position and width/height), this button allows to see the result directly. This way, you don't have to restart the program each time you want to test your customized values.

 

 


 

Signature device

This menu allows to set up different options, which generally influence your work with your signature device. This is true for our signature pads as well as third-party devices like Tablet-PCs, touch screens etc.

Click here to protect the settings below with a password.This button is available in all cathegories of the administration and allows to set a password to protect your settings from getting changed. You can do this for each menu separately or for all menus at once. 
Inform user to connect his pad

If this option is activated and eSignatureSuite can't find any eligible signature devices when starting a signature process, you will be prompted to connect a device.

Check signature device on start

If this option is activated, eSignatureSuite also searches for connected signature devices on startup and depending on your settings in the previous option ("Inform user..."), you will be prompted (or not).

Security level

With the help of this drop down menu, you can impose limitations on eSignatureSuite when it comes to listing eligible signature devices either via automatic search (see previous options) or via manual search (see "Button: Automatic configuration"). This is especially useful, when multiple possible signature devices are connected to the computer but the choices are to be limited to prevent anyone from signing for example with the mouse cursor, when he should use only his signature pad. 

The different security levels are:

  • High: Only signature devices with an internal encryption function are shown here. This includes all currently available sign pads from the naturaSign and duraSign product ranges.
  • Medium: All our signature devices will be shown, including older products without internal encryption.
  • Low: With this option, all connected, potentially usable signature devices will be listed, including tablet PCs (with their touch screens and pens), computer mice or devices by other manufacturers. Please take note, that using third-party devices might need another type of licence key than for using only our devices. The demo version allows using all options.

    Attention: Because of a wide range of possible different device specifications and different levels of quality when it comes to recording your signature's image, pressure and speed, we cannot avouch the quality of signatures done with other devices than our signature pads. Please contact your device manufacturer for your respective technical data.
Tablet PC support

If this option is activated, connected tablet PCs will be shown in the list of eligible signature devices, too. Please take note, that you need another licence than the standard type, if you want to use this option instead of using only our devices. Learn more about choosing your active signature device some lines below in the description of the button "Automatic configuration" (highlighted in blue).

Other Wintab devices, e.g. ePadsIf this option is activated, connected Wintab devices will be shown in the list of eligible signature devices, too. Please take note, that you need another licence than the standard type, if you want to use this option instead of using only our devices. Learn more about choosing your active signature device some lines below in the description of the button "Automatic configuration" (highlighted in blue).
Deactivate Input Devices

Please be aware, that with this option different types of devices will be deactivated, not activated!

Those types, which are chosen here, will be ignored by the device search and not shown in the list. This offers the possibility to narrow down the list of eligible devices by hiding unwanted computer mice, pens or touch screens. This option will be explained further in the next point.

Button: "Automatic configuration"

Using this button, will - after a short search - list all available, connected signature devices, which are also allowed by your limitations (see previous options). An example picture with two sign pads and a computer mouse is shown to the right. 

After choosing the desired signature device and confirming your choice by using the "Next" button, eSignatureSuite will automatically configure the connection to the chosen device and its settings. A short hint will be displayed for five seconds and then close automatically.

Now your device is ready to use.

 

Please be aware, that you can connect multiple signature devices to your computer simultaneously (in this example one mouse and two different types of our signature pads), but you can always use only one device actively for your signatures! If you wish to change your choice, you have to repeat the process either as just described here via the administration menu oder by using "Options | Set signature device..." in your eSignatureSuite main menu.

Attention: When using a tablet PC as signature device, setting it up can be a bit more complicated, because according to experience these devices sometimes offer a multitude of options, which aren't explained further and only differ in their device number as shown in the example screenshot to the right. In this example only one computer mouse and one sign pad are connected. The other three options are provided by the tablet PC itself. In consequence of this, some trial & error approach might be necessary: choose one of the options, which you deem correct and try to sign with the desired pen or touch device. If it works, you are done. If it does not work, you have to repeat the whole process with another choice until you find the correct device entry.

 

To switch between different signature devices, you don't have to use the administration menu each time, but you can use "Options | Set signature device..." in your eSignatureSuite main menu instead.

Save signature device settings in the registry

Activate this check mark before using the button "Automatic configuration" and eSignatureSuite will save the information about your chosen signature device in your operating system's registry. This way, other applications like the Word plugin or maybe your own applications don't have to search for the device on their own, but they can read the information from the registry.

Save signature automatically after X seconds.

If this option is chosen, eSignatureSuite uses an automatic timeout counter, which starts after registering the last input on the signature device. By default, two seconds are preset here, which, according to experience, offers enough time to switch between different words or add lines or points to your signature. It's recommended to set this timer not too low in order to prevent a premature end of your signature process as well as to offer the signer enough time to push the "Repeat" button when being not satisfied with the signature.

If this option is deactivated altogether, there will be no timeout at all and you either have to use the "OK" button at the bottom of the eSignatureSuite user interface to finish the signature process or - in case your device offers this option - by using the "OK" button on its display.

Stretch signature to the size of signature field.

If this option is activated, your signature will not be added to the document with its original size, but it will be enlargened to fit as close as possible to the whole given signature rectangle. However, the width-to-height ratio stays the same and the biodata will not be altered! Only the final picture of your signature is optically changed to present it larger in your document.

 

 


 

Display

Click here to protect the settings below with a password.This button is available in all categories of the administration and allows to set a password to protect your settings from getting changed. You can do this for each menu separately or for all menus at once.

Display document context on LCD while signing (B/W)

With this option, you can determine, if the loaded document should be shown on your signature device display when switching from viewing the document to signing the document or if a standardized background should be shown. Contrary to devices with coloured displays, black-and-white device are only able to show a limited part of the document, which is within the boundaries of the chosen sign rectangle. 

Furthermore, if you wish to display custom text on the device, this option has to be deactivated.

By default, this option is not used for black-and-white devices, because only on devices with colour displays, the presentation of the document can be offered in satisfying quality.

Display document context on LCD while signing (Colour)

With this option, you can determine, if the loaded document should be shown on your signature device display when switching from viewing the document to signing the document or if a standardized background should be shown. Contrary to devices with coloured displays, black-and-white device are only able to show a limited part of the document, which is within the boundaries of the chosen sign rectangle. 

Furthermore, if you wish to display custom text on the device, this option has to be deactivated.

Deactivate this option to speed up your signature process a little bit, because then the transfer of the document from the computer to the sign pad (to show it there) is not required anymore and so saves time.

Reduced document context

Activate this option to speed up the signature process a little bit by sending only the smaller, necessary section of the current document to the pad instead of the usual complete page.

Display signature line on LCD

This option makes black-and-white devices show a line near the bottom of the display while signing. This line shall assist the user, for example to achieve a straight-lined signature and to further the impression of a normal signature on paper.

Signature field aspect ratio:

With this drop down menu, you can specify a certain fixed aspect ratio when manually drawing a sign rectangle. For example, if you use a device with a flat but wide aspect ratio of 10:2,5 (Classic or Standard pads), set the appropriate option and the sign rectangle will always keep this aspect ratio. This makes the sign rectangle fit better with the size of the actual signing area of your pad and so offers a better feeling for the signature to the user.

If you are using eSignatureSuite only in combination with signature sets, this feature is irrelevant. By default it's set to "Free" (like in free handed) and so allows to set width and height according to your wishes. In case you are not sure, which type of device you are using, you can use the small button with the magnifying glass icon to search for the connected device.

LCD Dialogues

With the help of this option, you can upload premade signature dialogues to your sign pad, for example to show customized buttons or notes. Currently, there are only two dialogues for the naturaSign Mobile Pad available in your eSignatureSuite subfolder named "dialogs". These can, for example, be used to show a "OK/Repeat/Cancel" dialogue, which normally would not be available for this type of pad.

Signature rectangle

 

 

With this option, you can set the percental size of the signature rectangle on the display of the connected signing device with colour display. To achieve this, the background of the document to sign will be zoomed in or out to get to the desired size.

However, due to the possibility to choose the ratio of your signature rectangle yourself instead of it being a set value, there are some limitations to this function:

  • the allowed minimum size is at 60%
  • Because signatures without document background do not show such a signature rectangle on the device display, this option does not affect such signatures
  • The target size is considered to be reached as soon as the set percentage height or width of the display is reached. This means, that a signature rectangle with a large height but small width will reach its vertical limit first and so will never be shown on full width.

With a set percentage of 100% and matching ratio, the full display size will always be used. The picture on the right side of the menu will show you an approximate preview of the future signature rectangle, if the matching ratio is kept. By zooming in, this feature seemingly provides the user with more space on the signing pad, which can be really useful, for example with long names.

Here some example pictures of duraSign Pad Brilliance displays while signing with different percentages:

100%:

  • larger zoom
  • more space to sign

60%:

 

 


 

Font (naturaSign series)

In this menu, you can predefine templates to represent a small, medium and large font, which later can be used in signature-sets or to show text on the signature device. Learn more about this in the paragraph Text on pad. 

This menu tab defines the templates for all of our currently available signature devices. In the next tab "Font (other series)", you can create templates for older devices, which are not from the naturaSign or duraSign product range, like BlueM Pads, for example.

The templates "Small", "Medium" and "Large" can be encountered in other menus, too, and you can customize them here with several options, which are typical for text formatting: 

  • Font/typeface
  • Font size
  • Bold
  • Italic

For each of these three templates, you can directly see how it will look later, for example when used on your sign pad to show custom text.

 

 


 

Signature image

In this menu, you can adjust the colour as well as the visibility options for your signature field and for some devices the signature line itself.

Click here to protect the settings below with a password.This button is available in all categories of the administration and allows to set a password to protect your settings from getting changed. You can do this for each menu separately or for all menus at once.
Signature strokes

With this option, you can set the colour of your signature line - this counts for eSignatureSuite as well as for your signature device. Please take care, however, that coloured signature lines can obviously only be seen with their correct colour on devices with coloured display (e.g. Colour, Brilliance). When using black-and-white devices, this option only influences the colour of your signature lines in the program but not on the device display.

Attention: We are assuming that documents, which are designated to be signed, have a white background. So, you should not set the signature colour to white or other, very bright colours because this could lead to flawed image transmissions between sign pad and computer, because not enough distinct optical image data can be identified.

Draw frame

Setting this check mark activates a visible frame around your signature field while drawing the field as well as while signing. This frame will be visible in eSignatureSuite and on your signature device. Bewow the check mark, the frame thickness can be set in pixels, while its colour can be set via the "Change colour..." button. Please be aware, that these settings can only be visualized on devices with coloured displays (e.g. Colour, Brilliance pads), because black-and-white devices generally never show a distinct signature field, but the whole display area is used as signature field.

This frame will not be included, when the signature is added to the document. It's only visible during the signing process.

Colour fill

Setting this check mark activates a visible coloured filling to your signature field. You can use this option to complement the colours of the signature, the frame and the background filling, in eSignatureSuite as well as on your signature device.

You can change the opacity (in %) as well as the colour with the "Change colour..." button. Please be aware, that these settings can only be visualized on devices with coloured displays (e.g. Colour, Brilliance pads), because black-and-white devices generally never show a distinct signature field, but the whole display area is used as signature field. Moreover, colours are obviously not shown on black-and-white displays.

This coloured filling will not be included, when the signature is added to the document. It's only visible during the signing process.

Preview

This shows a preview of the current settings for your future signature field.

 

 


 

Colour devices

In this menu, you can set different options, which affect the usage of devices with coloured displays (e.g. Colour, Brilliance pads). The options for these pads are shown separately, because only devices with coloured displays allow a document preview and don't offer customizable side bar buttons, for example. Black-and-white devices (e.g. Classic, Mobile) will not be affected by these settings.

Click here to protect the settings below with a password.This button is available in all cathegories of the administration and allows to set a password to protect your settings from getting changed. You can do this for each menu separately or for all menus at once.
Disable document view

Activating this option makes document not be displayed on your colour devices after being loaded in eSignatureSuite, even if the device would be able to do this. If you change this setting while in operation, the document has to be reloaded to allow the change to take place on your signature device.

Keep zoom level between pages

Activating this option saves the zoom level when turning the pages while viewing the document on your signature device. If this option is deactivated, each turn of a page on the device will result in the page being fit to width.

Detect colour devices automatically to display document

Activating this option, prioritizes devices with colour display and detects them automatically, if several different devices are connected to the computer when eSignatureSuite is started. This is necessary to allow documents being displayed directly on a sign pad, when the pad is used on a computer for the very first time and should not have to be configured before using it.

Button Config

These buttons mean the buttons on a signature device, which are displayed in a separate side bar and at the time of this manual's creation are only supported by devices of the duraSign product range and the naturaSign Colour.

In the drop down menu, choose the mode, whose buttons you want to edit:

Here you can...

  • ...show or hide the different buttons by setting or removing the different check marks for each button.
  • ...click on the different buttons in the menu to change this button's colour on the device (each button can be customized separately).
  • ...click the button "Set to Default" to reset the whole current chosen mode back to its default settings.

A detailed description of the three different modi and their respective buttons will follow right now.

 

 

Document Viewing Mode

This is the default mode for devices with colour devices after loading a document and it shows this document before and after adding a signature to allow inspecting or verifying it.

Rotate: Rotates the view on the sign pad to left handed mode.
Zoom In: Enlargens the document on the device display.
Zoom Out: Scales the document on the device display down.
Previous Page: Loads the previous page of your document.
Next Page: Loads the next page of your document.

Start Signature: This button is only visible when starting eSignatureSuite in combination with a signature set and when the button in this signature set is not set to invisible! Using this button will make the signature set start at the first signature field, which has not been signed, yet. Learn more about signature sets in Automatic creation of signing fields: Working with signature-sets in eSignatureSuiteAutomatic creation of signing fields: Working with signature-sets.

 

 

Sign Mode (without showing the document)

This mode (or a similar looking one) will be shown, when you deactivate the option "Display document context on LCD while signing (Colour)" in the administration menu "Signature Device | Display". This can be useful when you either want to show custom text on the pad using a signature set or when you generally want to speed up the whole signature process.

Rotate: Rotates the view on the sign pad to left handed mode.

Next Signature: Jumps to the next signature field within a signature set. This button is only visible when using a signature set and when there are still signatures left to do.

Previous Signature: Jumps back to the last signature of a signature set, which has not been added, yet.

Okay: This button confirms the current signature, if you either don't want to wait for the automatic timeout or if this timeout is deactivated. You can change this behavior in the administration menu "Signature Device" by either changing the time value or removing the check mark at "Save signature automatically after X seconds"

Repeat: Removes the whole current signature from the display and restarts the signature field.

Cancel: Stops the current signing process. If the current signature field is a mandatory field within a signature set, you will be prompted in eSignatureSuite, that cancelling a mandatory field leads to cancelling the whole signature process.

 

 

Sign Mode (showing the document)

This mode is the default view for devices with colour display. So you can show a section of the document surrounding the current signature field and thus can always be sure, that you add the signature, where you want to add it.

Rotate: Rotates the view on the sign pad to left handed mode.
Next signature: Jumps to the next signature field within a signature set. This button is only visible when using a signature set and when there are still signatures left to do.
Previous signature: Jumps back to the last signature of a signature set, which has not been added, yet.
Okay: This button confirms the current signature, if you either don't want to wait for the automatic timeout or if this timeout is deactivated. You can change this behaviour in the administration menu "Signature Device" by either changing the time value or removing the check mark at "Save signature automatically after X seconds"
Repeat: Removes the whole current signature from the display and restarts the signature field.
Cancel: Stops the current signing process. If the current signature field is a mandatory field within a signature set, you will be prompted in eSignatureSuite, that cancelling a mandatory field leads to cancelling the whole signature process.

 

 


 

 

Signature handling

In this menu, you can determine how eSignatureSuite should handle signatures before actually signing, for example together with digital signature fields or signature-sets.

Click here to protect the settings below with a password.This button is available in all cathegories of the administration and allows to set a password to protect your settings from getting changed. You can do this for each menu separately or for all menus at once.
Convert existing signature fields from the PDF into a signature-set and then start signing

If there are already digital signature fields (also called DigSig fields) in the opened document, you can determine with this option, if eSignatureSuite should convert all these fields into one combined signature-set.

For this, the following options are available:

  • Off: Handle the detected digital signature fields like single fields and don't create a signature-set.
  • Ask: If any DigSig fields are detected, ask the user what to do.
  • Always: When detecting such fields, always create a combined signature-set without any feedback to the user. This resulting signature-set will then be processed in the same order in which the original DigSig fields have been added to the document. However, this automatic signature-set is only a temporary file and will be deleted when closing the document or exiting eSignatureSuite.
Use this signature-set as default for conversion (*.sss)

If you have chosen either "Always" or "Ask" in the previous option, you can provide any signature-set here, which is then used as template for the temporary signature-set file for the DigSig fields.

Almost all specifications from this set will be used, of course, except for the position of the signature fields as they are provided by the position of the DigSig fields themselves. This includes all "Common settings" as well as confirmation dialogs and "Additional field properties".

In case there are more DigSig fields than presettings in the signature-set, then - after processing all available field presets - the set is restarted from the beginning. So, for example, a template with three different signatures will make each third signature use the same "additional field properties" and so show the same text on the pad etc.

If you want to know more about creating and using signature-sets, you can find more detailled information here.

Start signing with click on the signature

The preview in the sidebar as well as the document show digital signature fields in a light blue by default (these settings can be changed in the administration submenu "Signature image"). If this option is activated, you can start the signing process for such a DigSig field by simply clicking on it, either in the sidebar as well as in the document itself.

Automatic selection of SSS-file

With the help of this option, you can use the automatic selection of signature-sets and their matching documents. This means, that simply pressing "Sign" in the main user interface can be used to automatically choose the signature-set, which matches your document. You can find a more detailled explanation in the Steps 4 and 4b here in the instructions on signature sets.

With the following three options, you can change this behaviour:

Selection

With this dropdown menu, you determine if the automatic selection is off, should always be used or if the user shall be asked each time.This feature is deactivated by default in order to prevent a slow down of the the program. Such a slow down can happen if there is a large number of signature-sets in the chosen signature-set folder.

Selection of file when finding more than one

With this option, you can tell eSignatureSuite what to do, if multiple signature-sets have been found, whose settings match with the document. Determine if either the first found file should be used or if a list of all matching signature-sets shall be presented to the user, where he can choose another one each time (= Ask user which to use)

Search engine

With this option, you can choose the search engine to be used. Due to the way PDF-documents are created, sometimes search terms cannot be found in the document. In such cases, it can be helpful to test all of the given options.

Folder to store signature-set files

Here choose the folder, in which your signature-sets can be found. The automatic selection works only for those sets, which can be found in the destination path given here (and of course those sets, which use this feature).

Do manual signing if no signature fields found

If it should happen, that the automatic selection of a signature-set was successful but in the chosen signature-set there is no signature field, which matches with the currently loaded document, you can determine with this option here, if you wish to have the possibility to manually create a signature field and sign it afterwards.

The following options are available:

  • Off: No signing with the help of a manual signature field allowed
  • Ask: The user will be asked, if he wants to manually create a signature field and sign it 
  • Always: The program will automatically change the mode to allow manually creating a signature field at any point of the document and offering to sign it afterwards. This is also the default behavior when not using signature-sets.
Change zoom after signing

With this option, you can determine, which zoom level is to be used for the document after signing. This setting affects only the display of the document in the "View" mode in eSignatureSuite, but not displaying the document during follow-up signature processes or the display of used signing devices with document viewing abilities (for example naturaSign Colour.

By default, the zoom change is off.

 

 


 

File handling

On the one hand, you determine in this menu, what the end user will be allowed to do in regards of using files such as opening, saving etc. On the other hand, you can tell eSignatureSuite how it should handle the content as well as the PDF structure of your files.

Click here to protect the settings below with a password.This button is available in all categories of the administration and allows to set a password to protect your settings from getting changed. You can do this for each menu separately or for all menus at once.
Action the user can perform with documents

With these options, you either allow or forbid the end user to use the stated options for opening, closing or saving files. This way, the corresponding buttons in the eSignatureSuite user interface will be deactivated. However, this does not stop macros from executing these actions! We are assuming, that macros are not created by end users and so those options to handle files should remain available.

Save signed documents with read-only attribute

If you activate this option, eSignatureSuite will check all documents upon saving them for contained signatures. If there are any, saved documents will automatically receive the file attribute "read-only". This option shall prevent losing signatures by accidentially overwriting existing files. However, for this, it's important to pay attention to the next option, too!

Do not remove destination file

Activate this option when using the web application SharePoint by Microsoft and you want version control of your files.This way, the original file of your document will not be deleted prior to saving and re-writing it afterwards, but it will be copied first and then the previous file will be overwritten. This is the only way SharePoint can recognize your file as a changed one instead of a new one.

If destination file is read-only

With this option, you determine how an existing file with read-only attribute is to be handled when using "Save" (but not "Save as..."!). This is applied to manual saving procedures as well as macros.

  • Ask: When trying to overwrite a read-only file, eSignatureSuite will ask you what to do and can choose time and time again until making a permanent decision.
  • Always Overwrite: The target file will be overwritten without notification.
  • Never Save: The saving procedure will be ignored without notification. Use this option to prevent accidentally overwriting your documents.

Addendum: When trying to overwrite a read-only file manually via "Save as...", this will normally be prevented by your operating system. In these cases, please use another file name. The options here are not able to affect the "Save as..." function.

Allow editing of read-only fields

When using a PDF document with included form fields (e.g. text fields or check boxes), they can already be set to read-only by the creator of these fields, regardless of the file's general read-only attribute. With this option, you can determine if such fields should be allowed to be edited anyway or not.

Lock form fields after first signature

Because PDF form fields often contain information, which is important for the signature itself, you have the option to prevent editing these form fields after at least one signature has been added to the document (this applied to picture signatures/digital stamps as well as normal signatures with a signature device). In consequence this also means, that all form fields have to be filled prior to the first signature. This feature is security-relevant and you should only deactivate it, when you are aware of the risk this brings with it.

Libraries

Basically, PDF libraries advice the application on how to use PDF files - how to read them, illustrate them, print them etc. With the two provided drop-down menus, you can change the relevant library in order to make eSignatureSuite use another way to search text within the document or print the document. For example, when a search term consisting of multiple words cannot be found for an intelligent signature set, this can be due to the internal structure of your PDF document. This internal structure can be totally different from what you see in the end, depending on how the file was created. In these cases, it can be worthwhile to test the other provided libraries.

Search

Using the options to search document text in the "Tools" main menu or by using the standard search hot keys (CTRL + F/N/P), eSignatureSuite will jump to the search results and mark them for better visibility - just like in other text editing programs.

In this part of the menu, you can change the used search library as well as the appearance of the search result marking. By default, no frame is added and the background of the text is set to 60% yellow. If you change these settings, you can instantly see the preview for your changes on the right side.

 

 


 

Security & Key management

Click here to protect the settings below with a password.This button is available in all categories of the administration and allows to set a password to protect your settings from getting changed. You can do this for each menu separately or for all menus at once.
Ask for password at startup

With this option you can prevent the unauthorized execution of the whole eSignatureSuite program instead of only protecting just parts of it like the administration menu. After assigning a password, you will be asked for it at the next program start.

Attention: In case of forgetting your password, it's not possible to undo this option by using the alternative way of accessing the adminstration menu via "StartManager.exe".

Actions to be taken if the file program.ini is deleted or changed from outside eSignatureSuite

This Program.ini is normally located at "C:\Users\[Benutzername]\AppData\Local\eSignatureSuite 5.0" or a similar location, depending on your version of eSignatureSuite. In this file many important settings are saved and with the given option, you can choose what should happen, if the file has been manipulated:

  • Do nothing: This is the default setting and results in the user not getting any feedback about the detected manipulatien of the Program.ini. eSignatureSuite is simply reset to default settings (including the licence!), which is basically the demo version.
  • Inform user: By choosing this setting, the user is informed upon application start, when a manipulated file has been detected. As with the previous option, all options are reset to default settings, too (again, including the licence), but in contrast to the next option, eSignatureSuite is still usable. 
  • Do not start eSignatureSuite: If you choose this setting, you are blocking the user completely from using the whole application in case of a manipulated Program.ini. This means, that eSignatureSuite will have to be re-installed on the system.
Require a password to use old generation of devices

With this option, you can activate the password request feature for older devices (prior to the naturaSign devices) before the user is able to use these pads.

Disable signature confirmation dialogue (disables digital signature creation inside the pad)

Activating this option, makes the so-called "hash-dialog" disappear, which normally is shown after each signature on your signing device as well as in eSignatureSuite. This dialog is used to confirm the performed signature.

If this dialog is activated, the digital signature is created within the pad's own software with the pad's own security certificates. Without hash-dialog, the digital signature is created by eSignatureSuite and the whole signing process is sped up, because there is one less user interaction.

This setting has no influence on the encryption of the signature biodata and so is not critical in terms of data security. However, please be aware, that there will be no pad security certificate available to be shown when the signature is checked later, for example in Adobe.

Check file integrity after signing

This option makes eSignatureSuite avouch the integrity of all signatures in the whole signed document by checking all digital certificates of each and every included signature.

Check embedded signature image

With the help of this option, eSignatureSuite checks after a signature, if it contains enough image data to be displayed at all. For example does this prevent a signature from being added, if the signing colour has been set to "white" and so with a white document background, in the end nothing would be seen anymore.

 

Timestamp

In this menu, you can make eSignatureSuite include your signatures with a time stamp to prove the exact time of the signature.

Click here to protect the settings below with a password.This button is available in all categories of the administration and allows to set a password to protect your settings from getting changed. You can do this for each menu separately or for all menus at once.

Embed time stamp after signing

If this option is activated, after capturing your signature but before adding it to the document, eSignatureSuite will send a request to the time server at the internet address in the given field to provide the exact time and will ad this information to the signature data. This feature allows to provide a secure, non-manipulatable reference point to verify the exact time of signing, no matter where in the world a document is signed. If you don't have access to the internet on the used computer, it would be wise to deactivate this option to speed up the whole signing process. Otherwise, the sent request will need a while to time out.

Time server address

In case you want to use another time server than the one provided by us to ensure the time, enter its address here.

However, please be aware, that this has to be a TSA (Time Stamping Authority) server according to the RFC 3161 standard. Due to technical reasons, other time server variants are currently not possible to use.

Do'nt show warning message if the time server is unavailable

If your access to the internet (and so your access to a time server) is varying, it might be useful to activate this option. This way, the signing process isn't slowed down in case the time server cannot be contacted. If this is the case, the local system time will be used for the time stamp.

 

 

Certificate

If you are using custom certificates in your company, you can configure your personal certificate here in this menu. Otherwise, our default certificates will be used.

Click here to protect the settings below with a password.This button is available in all categories of the administration and allows to set a password to protect your settings from getting changed. You can do this for each menu separately or for all menus at once.
Load from file

With this button, you can load your own (personal oder company) certificate and so tell eSignatureSuite to use this certificate from now on for all your signatures. However, there are some important points about this:

  • the custom certificate has to be provided in a PKCS#12 container (learn more about this at https://en.wikipedia.org/wiki/PKCS_12)
  • in the submenu "Security & Key management", the option "Disable signature confirmation dialogue (disables digital signature creation inside the pad)" has to be enabled, because otherwise your custom certificate will be ignored and the default certificate of your sign pad will be used.
  • To keep up the security, you should never use personal certificates if you are using the multi-user feature.
Clear

This button deletes the loaded custom certificate from the eSignatureSuite settings and so all your signatures will be digitally signed with the default certificates, again.

Password

If your certificate file is encrypted, please provide your password here. With the small question mark button next to this text field, your entered password will be made visible.

Public/Private key alias

If there are multiple certificates in your PKCS#12 container-file, you can determine which of the certificates is to be used by providing the name (the alias) for the public key as well as the private key here.

 

Import / Export settings

If you want to transfer all your settings to another installation (for example for a rollout in your company or a new setup of your system), you can easily do this by exporting and re-importing all your eSignatureSuite settings or only parts of them. The export compiles all your settings in a single file. The import restores all saved settings. This way you could also make sure, that all users have the same configuration on their systems.

Click here to protect the settings below with a password.This button is available in all categories of the administration and allows to set a password to protect your settings from getting changed. You can do this for each menu separately or for all menus at once.
Export

Pressing this button opens the dialog to export your eSignatureSuite settings. This dialog will be explained right after explaining the other options of this menu.

Import

Here you can choose an already available configuration file (*.scs = Configuration Set) in order to import the settings saved therein. After choosing the file, a menu will appear which looks like the export menu and which will be explained below.

Enable Export/Import menu (under Options | Export/Import settings)

With these two checkboxes, you can make both the Export and Import buttons be available in the main user interface in the "Options" menu. Otherwise, importing or exporting is only available via this administration menu or by using parameters.

Inform user if SSS folder is changed

If this option is activated, the user will get feedback when importing a configuration file with a path for the signature set file, which cannot be created (for example because the destination folder protected by the operating system due to security settings). In this case, the default path for signature sets will be used (C:\Users\[username]\Documents\SignatureSets).

Inform user if FTP folder is changed

If this option is activated, the user will get feedback when importing a configuration file with a path for the FTP connection data file, which cannot be created (for example because the destination folder protected by the operating system due to security settings). In this case, the default path for FTP sets will be used (C:\Users\[username]\Documents\FTPSets).

 

The import/export menu

If you are using the possibility to export all your eSignatureSuite settings combined in a single file or if you want to import this data from an earlier installation or another user, the following menu will appear after pressing the "Export" button or after loading the chosen configuration file (*.scs) via the "Import" button. 

The first half of the menu (all lines, which start with "Settings...") include all your settings from each of these administration submenus.

Here you can separately save and transfer all your choices, checkboxes, folders etc. or respectively apply these settings to your system upon import. Please be aware, that some options are by default not exported nor imported, because they are deemed to be too system- oder user specific. This includes mainly file paths, which you can still choose manually. More about this in the following explanations:

The signature-set files include all your signature-sets from the currently chosen signature-set folder. These files will be added to the SCS-file upon export and during the import they will be reproduced to your own signature-set folder, or - if you have chosen the option to do so (see below) - they will be reproduced to the signature-set destination path saved within the SCS-file:

The FTP-set files include all your signature-sets from the currently chosen FTP-set folder. These files will be added to the SCS-file upon export and during the import they will be reproduced to your own FTP-set folder, or - if you have chosen the option to do so (see below) - they will be reproduced to the FTP-set destination path saved within the SCS-file:

When exporting, the path to the signature-set files is always the currently chosen path ("main menu | Tools | Set signature-set folder..."). When importing, this path will be read from the configuration file, set as your default path and if necessary, the destination folder will be created.

When exporting, the path to the FTP-set files is always the currently chosen path ("main menu | File | Open from FTP or Save to FTP"). You can find the default destination path option next to the "Edit" button. When importing, this path will be read from the configuration file, set as your default path and if necessary, the destination folder will be created.

Just like the destination paths, your currently chosen FTP-connection will also be assumed to be the default FTP-connection. This connection can be exported and imported as well.

The path to your temporary files folder can be setup in the administration submenu "General", but this path will not be saved to the configuration file by default when exporting those settings.

The last point is about the Stamp History, which can be activated in the administration submenu "General | Stamp". Due to privacy protection reasons, this option is not exported by default. Learn more about stamps and the stamp history here here.

 

Internet

In this menu, you can choose how eSignatureSuite should handle the connection to the internet. This includes, amongst others, the connection to FTP server and proxy settings.

Click here to protect the settings below with a password.This button is available in all cathegories of the administration and allows to set a password to protect your settings from getting changed. You can do this for each menu separately or for all menus at once.
Passive FTP mode

Some systems may require to activate the passive FTP mode, for example when a firewall is restricting the access to the connected FTP server. If you are not sure, please contact your IT consultant or administrator.

Verify uploaded files by downloading them again

If you want to make sure, that your file upload to the FTP server was successful, you can choose this option to verify the uploading by downloading the saved documents afterwards.

Proxy settings HTTP

With this checkbox and the following 4 text fields, you can set the IP, port, user name and  the password for your HTTP proxy connection.

Proxy settings FTP

With this checkbox and the following 4 text fields, you can set the IP, port, user name and  the password for your FTP proxy connection.

Use Internet Explorers settings

By activating this option, the connection and access data will be read from your Internet Explorer settings, if there are any available.

Error handling | Upload attempts:

This is the number of uploading attempts you want the system to make to transfer documents to a FTP server or via HTTP upload (with a macro) over the internet. This option can be helpful with a slow internet connection.

SSL | Method

In this drop down menu, you can choose the encryption protocol, which shall be used for secure data transfer via internet. Learn more about SSL/TLS at Transport_Layer_Security (Wikipedia).

 

 

  • No labels