Click Administration in the application header to access the account administration area, which is available to users with the appropriate rights.
The Overview page contains the following sections:
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.
Displays the URL for direct access to this specific SignDoc Standard account.
Displays the status of this account. Specifically, it displays whether or not the account is active or has been suspended.
This section contains links to pages that are specific to configuring the settings for this account. The options include:
- Manage users
Edit individual user details, passwords and group membership.
- Account details
View and edit your personal account details.
View and configure your package notifications.
Adapt the look of SignDoc Standard to your own style.
- Signing settings
View and edit default settings to use during the signing process.
- Supplemental documents
View and edit document types.
- Documents and packages
Settings related to documents and packages.
Mail related settings
Settings related to plugins.
- Advanced signing settings
Advanced settings related to the signing process.
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:
- Account license
View and configure account license information.
Clicking any of the blue links in the Account section leads you to a page where you can perform the configuration for a particular type of account settings.