Create a New Service Plan - SigningHub-Admin

To create a new service plan:

Click the "Service Plans" option from the left menu. The "Service Plans" screen will appear.
Click from the grid header.
A dialog wizard (consisting of 5 sequential screens, i.e Basic Information, Constraints, Signatures, Settings, and Billing) will appear to configure the service plan details. The availability of "Billing" dialog box is based on your license, if you could not find it, contact support for assistance.
Specify the details of each screen accordingly and click the "Next" button. Click the "Finish" button from the last dialog box (i.e. Billing). A new service plan will be saved and displayed in the list. See the below tables for fields description.
Click the "Publish Changes" button from the top right corner, to make these configurations effective on the front-end (SigningHub Desktop Web).

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.
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". In case of selecting the "Digital Signature" option, the end user (of SigningHub web) can only add the digital signatures at the time of document/ template preparation. In case of selecting the "Electronic Signature" option, the end user (of SigningHub web) can only add the electronic signatures at the time of document/ template preparation. In case of selecting the "All" option, the end user (of SigningHub web) can add the digital and electronic signatures (both) at the time of document/ template preparation. See SigningHub Web Help for the relevant descriptions of using these signature types.
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. The end users (using SigningHub Desktop Web) can change the default signature appearance from their Signature Appearance Settings. See SigningHub Web Help for the relevant usage of these signature appearances.
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: It will allow SigningHub ID based authentication only (i.e. SigningHub ID & password) under the "Enterprise Role>Signature Settings>Authentication Method" field. The enterprise admin can then configure this authentication method for their enterprise users using server-side signing, see details. It will add a couple of additional password related settings i.e. "User must change password at next login" and "Enable Password Expiry Duration" under the Enterprise Password Strength Policy, see details. It will also provide an option to enable CSP provisioning, which allows SigningHub to automatically register the users and push their certificates in the ADSS CSP Service, when they sign a document. ADSS CSP Service provides the capability to manage users and sign data while acting as a bridge between SigningHub and the Signing Service. It provides the required API interface for SigningHub to register and manage users, send signing requests, push user certificates, check status of signing requests and get the signatures (i.e. PKCS#1 signature). See details. For this, tick the "Push newly created certificates to ADSS CSP" option and select a CSP profile from the "Virtual ID Profile" drop down. This profile is used to manage users, certificates and their signing operations in ADSS CSP Service. Only the active CSP profiles are listed for selection. Click to view the details of the selected profile. The CSP profiles are managed through the Virtual ID Profiles section, see details. If you want SigningHub to delete a user with all of its certificates from ADSS CSP as well, when the user is deleted either by SigningHub Admin or Enterprise Admin, tick the "Automatically delete certificates and users from CSP when user is removed" option. 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: It will allow multiple authentication methods (i.e. SigningHub ID, Salesforce, Active Directory, Google, Office 365, Linked-in, OTP, itsme, etc.) under the "Enterprise Role>Signature Settings>Authentication Method" field, see details. The enterprise admin will have the option to configure a desired authentication method (from them) for their enterprise users to authenticate themselves accordingly, when they opt to use server-side signing. The enterprise admin can also configure two-factor authentication in the form of primary and secondary authentication methods.}
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: The "Virtual ID Profile" field to select a RA profile for the issuance of authorised mobile device certificate. Only the active RA profiles are listed for selection. Click to view the details of the selected profile. The RA profiles are managed through the Virtual ID Profiles section, see details. The "Signing Profile" field to select a signing profile against which remote signing has been enabled in ADSS Server. The selected profile will be used to create remote signatures (done on server) for SigningHub Desktop Web. Click to view the details of the selected profile. Signing profiles are managed through the Signing Profiles section, see details. The "Signing Expiry Time (secs)" field to specify the time in seconds after which the authorisation requests should expire. For the end to end configurations of RAS, see Configuration Guide.

Settings Information

Fields Description

Authentication Profiles

This field will load private authentication profiles, which are specifically used for corporate logins.
Select the required authentication profile(s) for this service plan, to allow multiple modes of authentication to the corporate users. The selected profile(s) (from here) will be available to the Enterprise Admins in SigningHub Desktop Web, under the "Authentication" tab of Enterprise Roles. An Enterprise Admin can then configure these profiles with their enterprise users roles to facilitate corporate logins for their enterprise.

In case of selecting multiple profiles, the "Default Authentication Profile" field will appear below the (selected) private authentication profiles list. Choose an authentication profile that could be shown as the default authentication method to the Enterprise Admins, under the "Authentication" tab of Enterprise Roles.

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:

The "SMS Gateway" field to select an SMS gateway for sending SMS OTP from SigningHub Desktop Web to the users' mobiles. Only the active SMS gateways are listed for selection. Click to view the details of the selected gateway. SMS gateways are managed through the connectors section, see the Clickatell, Twilio, or SMS connectors.

Specify OTP length (total number of OTP digits required) and OTP Retry Interval (in case of failure) in the respective fields.

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:

If emails are to be sent on behalf of a document owner, then the SMTP server configured in the document owner's service plan will be used.

If emails are to be sent on behalf of a recipient, then the SMTP server configured in the recipient's service plan will be used. However, if the recipient is not a registered user (i.e. Guest user) then the SMTP server configured in the document owner's service plan will be used.

If the email notifications are related to system health, license expiry, and other parts of the system, then the default SMTP server will be used.

If the selected SMTP server is down or inactive, then the default SMTP server will be used as a fallback gateway to send-off all types of email notifications.

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:

The "Delete documents which are unused for (days)" field to specify the number of days after which SigningHub should delete an unused document.

Tick the "When deleting a document, notify user before (days)" check box to send a notification email to the respective document owner before deleting their unused documents. A field will appear to specify number of days, SigningHub should send this notification before deleting such documents.
Keep this check box un-ticked, if you dont want to notify document owners before deleting their unused documents.

Tick the "Email the deleted document as attachment" check box, if you require SigningHub to send the deleted documents as attachments to document owners in their notification emails. The sending of document as email attachment will depend on its size as configured in the Bulk Actions settings.

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:

The "Delete users which are inactive for (days)" field to specify the number of days after which SigningHub should auto delete an inactive user. This is the time-period during which the user didnt perform any activity in SigningHub.

Tick the "When deleting a user, notify the user before (days)" check box to send a notification email to the respective user prior to deleting their details. A field will appear to specify number of days, SigningHub should send this notification before deleting such users.
Keep this check box un-ticked, if you dont want to notify the users before deleting them.

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.

Billing Information

Fields Description

Billing Mode
Select a billing mode for this service plan, i.e. "Online", "Offline", "None" or "Trial".

"Online" billing implies that payment is to be made through a payment gateway (i.e. Worldpay or Stripe) as configured in Billing settings. This mode is recommended for public service plans.

"Offline" billing implies that payment is to be added manually in the system through SigningHub Admin. This mode is recommended for custom/ private service plans, and is also useful in the cases where online payments are failed due to any technical reason.

"None" implies that billing is not enabled. The accounts related to this service plan will be free of charge and will never expire. They can consume the allowed number of signatures and workflows each month, and their consumed quota is reset on monthly basis.
This option is usually selected for the on-premises deployments of SigningHub.

"Trial" implies that this service plan is for trial/ testing purpose. The accounts related to this service plan will be free of charge. It further provides an option to configure two different settings, i.e.:

Tick the "Auto Reset" check box to reset the allowed number of signatures and workflows on monthly basis. In this way the users related to this service plan can continue using their SigningHub accounts as they will get a fresh quota (i.e. signatures and workflows) on the beginning of every month.

Keep the "Auto Reset" check box un-ticked to halt the SigningHub services after consuming the allowed number of signatures and workflows. In this way the users related to this service plan will have to buy a service plan to continue using their SigningHub accounts. As they can login to their accounts, but will not get a free quota of signatures and workflows each month.

Payment Type For Online and Offline billing modes, the payment type can either be "Pay Regularly" or "Pay As You Go".

The "Pay Regularly" payment type is recommended, when payment is to be made on regular basis (monthly/ annually) against continuous service plan.

The "Pay As You Go" payment type is recommended, when payment is to be made after consuming the allowed signature pack.

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.

The monthly payment will be made automatically on 31st day from the subscription date, and the signature pack of the subscribers will be reset.

Similarly, the yearly payment will be made automatically on 366th day from the subscription date, and the signature pack will be reset accordingly. Special discounts can also be offered on annual payments.

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.

Signature Field in the Default Welcome Document for test signing:

When a new user subscribes to a service plan, they will see a welcome document in their inbox for test signing. The signature field inside the welcome document will base on the following principles:

If only e-signature is allowed and Witness is configured in service plan, then the document will have the Witness Digital Signature field.
If only e-signature is allowed without Witness in service plan, then the document will have the e-signature field (annotation only).
If only Digital signature is allowed in service plan, then the document will have the Digital signature field.
If both (e-signature & Digital signature) are allowed and Witness is configured in service plan, then the document will have the Witness Digital signature field.
If both (e-signature & Digital signature) are allowed without Witness in service plan, then the document will have the e-signature field (annotation only).

Settings Information
Fields	Description
Authentication Profiles	This field will load private authentication profiles, which are specifically used for corporate logins. Select the required authentication profile(s) for this service plan, to allow multiple modes of authentication to the corporate users. The selected profile(s) (from here) will be available to the Enterprise Admins in SigningHub Desktop Web, under the "Authentication" tab of Enterprise Roles. An Enterprise Admin can then configure these profiles with their enterprise users roles to facilitate corporate logins for their enterprise. In case of selecting multiple profiles, the "Default Authentication Profile" field will appear below the (selected) private authentication profiles list. Choose an authentication profile that could be shown as the default authentication method to the Enterprise Admins, under the "Authentication" tab of Enterprise Roles.
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: The "SMS Gateway" field to select an SMS gateway for sending SMS OTP from SigningHub Desktop Web to the users' mobiles. Only the active SMS gateways are listed for selection. Click to view the details of the selected gateway. SMS gateways are managed through the connectors section, see the Clickatell, Twilio, or SMS connectors. Specify OTP length (total number of OTP digits required) and OTP Retry Interval (in case of failure) in the respective fields.
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: If emails are to be sent on behalf of a document owner, then the SMTP server configured in the document owner's service plan will be used. If emails are to be sent on behalf of a recipient, then the SMTP server configured in the recipient's service plan will be used. However, if the recipient is not a registered user (i.e. Guest user) then the SMTP server configured in the document owner's service plan will be used. If the email notifications are related to system health, license expiry, and other parts of the system, then the default SMTP server will be used. If the selected SMTP server is down or inactive, then the default SMTP server will be used as a fallback gateway to send-off all types of email notifications.
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: The "Delete documents which are unused for (days)" field to specify the number of days after which SigningHub should delete an unused document. Tick the "When deleting a document, notify user before (days)" check box to send a notification email to the respective document owner before deleting their unused documents. A field will appear to specify number of days, SigningHub should send this notification before deleting such documents. Keep this check box un-ticked, if you dont want to notify document owners before deleting their unused documents. Tick the "Email the deleted document as attachment" check box, if you require SigningHub to send the deleted documents as attachments to document owners in their notification emails. The sending of document as email attachment will depend on its size as configured in the Bulk Actions settings.
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: The "Delete users which are inactive for (days)" field to specify the number of days after which SigningHub should auto delete an inactive user. This is the time-period during which the user didnt perform any activity in SigningHub. Tick the "When deleting a user, notify the user before (days)" check box to send a notification email to the respective user prior to deleting their details. A field will appear to specify number of days, SigningHub should send this notification before deleting such users. Keep this check box un-ticked, if you dont want to notify the users before deleting them. 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.

Billing Information
Fields	Description
Billing Mode	Select a billing mode for this service plan, i.e. "Online", "Offline", "None" or "Trial". "Online" billing implies that payment is to be made through a payment gateway (i.e. Worldpay or Stripe) as configured in Billing settings. This mode is recommended for public service plans. "Offline" billing implies that payment is to be added manually in the system through SigningHub Admin. This mode is recommended for custom/ private service plans, and is also useful in the cases where online payments are failed due to any technical reason. "None" implies that billing is not enabled. The accounts related to this service plan will be free of charge and will never expire. They can consume the allowed number of signatures and workflows each month, and their consumed quota is reset on monthly basis. This option is usually selected for the on-premises deployments of SigningHub. "Trial" implies that this service plan is for trial/ testing purpose. The accounts related to this service plan will be free of charge. It further provides an option to configure two different settings, i.e.: Tick the "Auto Reset" check box to reset the allowed number of signatures and workflows on monthly basis. In this way the users related to this service plan can continue using their SigningHub accounts as they will get a fresh quota (i.e. signatures and workflows) on the beginning of every month. Keep the "Auto Reset" check box un-ticked to halt the SigningHub services after consuming the allowed number of signatures and workflows. In this way the users related to this service plan will have to buy a service plan to continue using their SigningHub accounts. As they can login to their accounts, but will not get a free quota of signatures and workflows each month.
Payment Type	For Online and Offline billing modes, the payment type can either be "Pay Regularly" or "Pay As You Go". The "Pay Regularly" payment type is recommended, when payment is to be made on regular basis (monthly/ annually) against continuous service plan. The "Pay As You Go" payment type is recommended, when payment is to be made after consuming the allowed signature pack.
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. The monthly payment will be made automatically on 31st day from the subscription date, and the signature pack of the subscribers will be reset. Similarly, the yearly payment will be made automatically on 366th day from the subscription date, and the signature pack will be reset accordingly. Special discounts can also be offered on annual payments.
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.