Administrate account

Click Administration in the application header to access the account administration area, which is available to users with the appropriate rights.

Administration area

The Overview page contains the following sections:

Overview page

Status information preview

The first block represents the preview of status information. Here the first three information items of status information are represented.

For more information click the See more link under the list of information items or Status information link in the left menu.

Summary dashboard

A dashboard provides you with a summary overview of information that is relevant for the account.

If an account license is active, the following information is presented:

  • License state

    Specifies whether or not the currently installed account license is valid.

  • Number of users

    Displays both the number of users created within this account, as well as the maximum number of users permitted for this account based on the current license.

  • Number of signing packages

    Displays both the number of signing packages created within this account, as well as the maximum number of signing packages permitted for this account based on the current license.

  • License expires on

    Displays the date on which the current license will expire, as well as the number of days left before the expiry. After the license is expired, the system can no longer be fully used.

  • URL

    Displays the URL for direct access to this specific SignDoc Standard account.

  • Status

    Displays the status of this account. Specifically, it displays whether or not the account is active or has been suspended.

If a global license is used, only URL and Status information is displayed.

Account section

This section contains links to pages that are specific to configuring the settings for this account. The options include:

Settings section

  • Security

    Security settings.

  • Email

    Email related settings.

  • Client

    Client-related settings.

  • Advanced signing settings

    Advanced settings related to the signing process.

  • System

    General, single sign-on and REST API settings

  • Documents and packages

    Settings related to documents and packages.

  • Plug-ins

    Settings related to plug-ins.

  • Webhooks

    Webhooks related settings.

License and billing section

This is a section of links to settings pages that are specific to configuring licensing and billing options for this account. Currently, the only option available is the Account license option:

The license and billing section is not displayed when a global license is used.

Status information

Status information page provides information on the account status. Basically, information items belong to the following blocks:

  • S/MIME certificates
  • Signing certificates
  • Biometric keys
  • SMTP connection

Information items are represented according to their urgency level: from the most urgent ones to the less urgent. Generally, they have the following urgency levels:

  • Problem (displayed by the red color icon)
  • Warning (displayed by the yellow color icon)
  • Information (displayed by the blue color icon)
  • OK (displayed by the green color icon)
Status information

If the information item provides more information on the specific status and settings, the More... link is provided.

For more convenient representation filtering option according to the urgency status is available.