The Administration Tab

  • 15 February 2022
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The Administration tab contains the configuration tools that allow you to specify how your AssureSign account operates. Certain settings may require no modification by you, however it might be necessary to modify default settings in order to accomplish some specific behavior or allow the application to behave in a certain way.
 

Users

The Users section is used to add users and manage their access.

Roles

Roles allow you to group users with the same access level together in lieu of setting up individual rights or access levels for each user.

Settings

The Settings section is used to configure the behavior of the AssureSign application for your account and users, and to customize the appearance of the site for your signers.

Email

Configure the emails that will be sent to your signatories and users at the various points in a document's life.

Accounts

Depending on your own account's configuration, you may create a child accounts to help segregate settings and users.
 

Envelope Templates
Manage Envelope Templates here.

Licensed Signing Devices

If your account is configured to use external signature devices this device management interface will be present.
 

Data Export

Perform bulk export of documents


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