Create a New Service Plan
Basic Information | |
Fields | Description |
Name |
Specify a unique name for this service plan, i.e. My Service Plan. |
Type | Select whether this service plan is for "Individual" or "Enterprise" based subscriptions. An individual subscription is acquired by an individual entity, while an enterprise subscription can be acquired by an organization or any group of people (team). |
Features | Select the SigningHub services/ features to include in this service plan, i.e. Attachments, Bulk Signing, Form Fields, Initials, In-person Signing, Workflow Completion Report, Reviewers, Integrations, and Cloud Drives. Consult SigningHub Web Help for the relevant descriptions of these features. |
Public |
Tick this check box to make this service plan available for the public access, or keep it un-ticked to make it a private service plan. The public service plans are created for cloud based deployments, while private service plans are created for on-premises deployments. |
Constraints Information | |
Fields | Description |
Signatures |
Specify the number of signatures allowed in this service plan. Or tick the adjacent "Unlimited" check box to remove this constraint and allow unlimited number of signatures to its subscribers. |
Storage (MB) | Specify the document storage limit (in MBs) allowed in this service plan. Or tick the adjacent "Unlimited" check box to remove this constraint and allow unlimited document storage to its subscribers. |
Workflows | Specify the number of workflows allowed in this service plan. Or tick the adjacent "Unlimited" check box to remove this constraint and allow unlimited number of workflows to its subscribers. |
Document Upload Size (MB) |
Specify the document upload limit (in MBs) allowed in this service plan. Or tick the adjacent "Unlimited" check box to remove this constraint and allow unlimited document uploading size to its subscribers. However, in case of ticking the "Unlimited" check box, the document upload size can be set from the server configuration file. |
Templates |
Specify the number of document templates allowed in this service plan. Or tick the adjacent "Unlimited" check box to remove this constraint and allow unlimited number of document templates to its subscribers.
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Users |
Specify the number of enterprise users for an enterprise account, allowed in this service plan. Or tick the adjacent "Unlimited" check box to remove this constraint and allow unlimited number of users to its subscribers. This field will be visible in case the type of service plan is "Enterprise". |
Signatures | |
Fields | Description |
Allowed Signature Types |
Select the allowed signature type(s) for this service plan, i.e. "Digital Signature", "Electronic Signature", or "All".
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Signing Profile | Select a signing profile for this service plan. Only the active signing profiles are listed for selection. The selected profile will be used to create document signatures on SigningHub Desktop Web. Click to view the details of the selected profile. Signing profiles are managed through the signing profiles section, see details. |
Default Signing Method | Select
the default signing method for this service plan, i.e. "Server",
"Local" or "Mobile". The list of these signing methods is based on the
selected signing profile above. The end users (using SigningHub Desktop Web) can change the default signing method from their Signature Settings. See SigningHub Web Help for the relevant descriptions of these signing methods. |
Default Signature Appearance Design | Select
the default signature appearance for this service plan, i.e. "Hand
Signature with Details and Logo", "Hand Signature with Details" or "Hand
Signature Only". The list of these signature appearances is based on
the selected signing profile above. Click to view the details of the
selected appearance.
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Verification Profile | Select a verification profile for this service plan. The selected profile will be used to verify document signatures. Click to view the details of the selected profile. Verification profiles are managed through the verification profiles section, see details. |
Signing Capacities |
Select
a certification profile for this service plan. The selected profile
will be used to generate the certified asymmetric key pairs for server
side signing. You can also select multiple certification profiles to
allow an enterprise user to sign in different positions/ capacities
within their organisation. The selected signing capacities from here
will be available under the "Signature Settings" tab of an enterprise
role. Click to view the details of the selected profile. Certification profiles are managed through the certification profiles section, see details. |
Default Signing Capacity |
Choose a default signing capacity that could be shown to an enterprise admin as the default signing capacity while configuring signature settings inside their enterprise role. For more details, see Configuration Guide. |
Protect server-side signing keys with user password |
This is one of the most important configurations in SigningHub that could impact system flows. It is used to define whether the Enterprise Users (related to this service plan) can only use their SigningHub IDs or they may also use external IDPs to authenticate themselves for server-side signing. When ticked:
Make sure the configured Password Policy inside the ADSS CSP profile and the defined Password Policy of Enterprise in SigningHub are the same, when using the CSP provisioning functionality. When un-ticked:
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Add witness signature to e-signatures |
Tick
this check box to allow adding witness signature to e-signatures in
this service plan, and select a signing profile for it from the next
appearing "Witness Signing Capacities" field. This will enable the end-users to add their in-person and e-signatures in the documents as witness digital signatures by using the (above) specified witness signing certificate. You can also select multiple signing profiles above to allow an enterprise user to add in-person and e-signatures in different positions/ capacities within their organisation. The selected signing capacities from here will be available under the "Signature Settings" tab of an enterprise role. In case of specifying multiple signing capacities, choose a default signing capacity from the next field that could be shown as the default signing capacity to an enterprise admin while configuring signature settings inside their enterprise role. Click to view the details of the default witness signing capacity. Signing profiles are managed through the signing profiles section, see details. Note: Only those signing profiles are listed in the "Witness Signing Capacities" field, which are server-side signing enabled. |
Remote Authorised Signing via ADSS Server SAM |
This checkbox will only appear against the Enterprise service plans. Tick it to enable Remote Authorised Signing (RAS) in this service plan. RAS allows a user to authorise a remote signature (done on server) using their registered mobile device. The mobile device will have its built-in (touchID or PIN) user authentication, so in a way they are also getting two-factor authentication. When it is enabled, the following fields will appear:
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Settings Information | |
Fields | Description |
Authentication Profiles |
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Workflow Evidence Recording |
Select the process evidence information level for this service plan, i.e. "Basic", or "Detailed with Workflow Evidence Report". The "Basic" level lets the SigningHub web user to view the limited reporting information, i.e. Document Logs and Activity Logs only. However, the "Detailed with Workflow Evidence Report" level allows the SigningHub user to view every bit and byte of the workflow process in the form of a detailed Workflow Evidence Report, in addition to viewing the normal Document Logs and Activity Logs. |
Enable SMS OTP |
Tick this check box to enable OTP via SMS for server-side signing in this service plan. OTP is a security system that requires a new password every time a user authenticates him/herself, thus protecting them from the intruders replaying an intercepted password. When it is enabled, the following fields will appear:
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Enable SMTP Server |
Tick this check box to enable SMTP server for this service plan. SMTP server provides the email gateway service to SigningHub Desktop Web. If you dont enable this option, then the default SMTP server will be used to send the email notifications. When it is enabled, the "SMTP Server" field will appear to select an SMTP server for sending-off the email notifications from SigningHub Desktop Web. All the active/ inactive SMTP Servers are listed for selection. However when you select an inactive SMTP Server, then the default SMTP server will be used as a fallback approach. Click to view the details of the selected server. The email gateways are managed through the connectors section, see details. It is important to note:
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Enable auto deletion of unused documents |
Tick this check box to enable the auto deletion utility for unused documents. SigningHub will automatically delete unused documents of a user from their SigningHub account. The unused documents refer to those Draft/ Updated/ Approved/ Signed/ Declined/ Completed documents that are not accessed over a certain time period by their document owners. Any action that is done on a document that warrants a log activity will reset the document deletion counter (days). The In Progress and Pending documents do not come under the unused documents category and hence they will not be deleted through auto deletion utility. When this option is enabled, the following fields will appear:
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Enable auto deletion of inactive users |
Tick this check box to enable the auto deletion utility for inactive users. SigningHub will automatically delete the inactive users (belonging to this service plan) along with their respective information (i.e. activity logs, documents and associated data, enterprise and all associated data, etc.) from the system. The inactive users are those who have not performed any activity in SigningHub over a certain (definable) number of days. When this option is enabled, the following fields will appear:
Please note, SigningHub auto deletes the inactive guest users from the system after 60 days, without sending them notification emails irrespective of their service plan.
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Billing Information | |
Fields | Description |
Billing Mode |
Select a billing mode for this service plan, i.e. "Online", "Offline", "None" or "Trial".
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Payment Type | For Online and Offline billing modes, the payment type can either be "Pay Regularly" or "Pay As You Go".
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Monthly/ Yearly | For the "Pay Regularly" payment type, specify the monthly and/or yearly price in the default currency, as set in the Billing configurations.
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Price (EUR) |
For the "Pay As You Go" payment type, specify signature pack price in the default currency, as set in the Billing configurations. Once the signature pack is consumed, the payment will be made automatically. |