{"id":21418,"date":"2022-04-11T13:59:04","date_gmt":"2022-04-11T11:59:04","guid":{"rendered":"https:\/\/help.openbee.com\/open-bee-electronic-signature\/administrators-guide\/creating-a-profile\/"},"modified":"2026-05-13T09:36:56","modified_gmt":"2026-05-13T07:36:56","slug":"creating-a-profile","status":"publish","type":"page","link":"https:\/\/help.openbee.com\/en\/open-bee-electronic-signature\/administrators-guide\/creating-a-profile\/","title":{"rendered":"Creating a Profile"},"content":{"rendered":"\n<p>Signing profiles allow you to define predefined signature templates based on the documents you need to sign in your organization.<\/p>\n\n<p>This feature allows you to create a profile name with an associated description and pre-define the signing mode and security level required.<\/p>\n\n<h2 class=\"wp-block-heading\">Access the signature profile<\/h2>\n\n<p>To access the Signing Profile Creation page:<\/p>\n\n<p>From the &#8221; <strong>Administration <\/strong>&#8221; section, click on the &#8221; <strong>Electronic signature <\/strong>&#8221; tab.<\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273908216.jpg\" alt=\"\"\/><\/figure>\n\n<h2 class=\"wp-block-heading\" id=\"Cr&#xE9;ationd'unprofil-Ajouterunprofildesignature\">Add a Signature Profile<\/h2>\n\n<p>To add a profile,<\/p>\n\n<ul class=\"wp-block-list\">\n<li>Click on the <strong>&#8220;Add Profile&#8221;<\/strong> button<\/li>\n\n\n\n<li>The &#8220;Create Signature Profile&#8221; window appears.<\/li>\n<\/ul>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"856\" height=\"1024\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/09\/image-26-856x1024.png\" alt=\"\" class=\"wp-image-15841\" srcset=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/09\/image-26-856x1024.png 856w, https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/09\/image-26-251x300.png 251w, https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/09\/image-26-768x919.png 768w, https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/09\/image-26.png 945w\" sizes=\"auto, (max-width: 856px) 100vw, 856px\" \/><\/figure>\n\n<ul class=\"wp-block-list\">\n<li>Enter the <strong>Name<\/strong><\/li>\n\n\n\n<li>You can add a<strong> description<\/strong> if you want<\/li>\n<\/ul>\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>Creating a profile requires a name. This name cannot be used on multiple different profiles.<\/p>\n<\/blockquote>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"856\" height=\"1024\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/09\/image-27-856x1024.png\" alt=\"\" class=\"wp-image-15842\" srcset=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/09\/image-27-856x1024.png 856w, https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/09\/image-27-251x300.png 251w, https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/09\/image-27-768x919.png 768w, https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/09\/image-27.png 945w\" sizes=\"auto, (max-width: 856px) 100vw, 856px\" \/><\/figure>\n\n<p>You can choose whether the Open Bee\u2122 Portal user who creates the signature request must also sign the document.<\/p>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"856\" height=\"1024\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/09\/image-28-856x1024.png\" alt=\"\" class=\"wp-image-15843\" srcset=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/09\/image-28-856x1024.png 856w, https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/09\/image-28-251x300.png 251w, https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/09\/image-28-768x919.png 768w, https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/09\/image-28.png 945w\" sizes=\"auto, (max-width: 856px) 100vw, 856px\" \/><\/figure>\n\n<p>You can define whether people other than the person who creates the signature request should sign the document.<\/p>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"856\" height=\"1024\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/09\/image-29-856x1024.png\" alt=\"\" class=\"wp-image-15844\" srcset=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/09\/image-29-856x1024.png 856w, https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/09\/image-29-251x300.png 251w, https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/09\/image-29-768x919.png 768w, https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/09\/image-29.png 945w\" sizes=\"auto, (max-width: 856px) 100vw, 856px\" \/><\/figure>\n\n<p>Select the <strong>security level<\/strong><em> (more details at the bottom of the page):<\/em><\/p>\n\n<ul class=\"wp-block-list\">\n<li>Level 1<\/li>\n\n\n\n<li>Level 2<\/li>\n<\/ul>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"856\" height=\"1024\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/09\/image-30-856x1024.png\" alt=\"\" class=\"wp-image-15845\" srcset=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/09\/image-30-856x1024.png 856w, https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/09\/image-30-251x300.png 251w, https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/09\/image-30-768x919.png 768w, https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/09\/image-30.png 945w\" sizes=\"auto, (max-width: 856px) 100vw, 856px\" \/><\/figure>\n\n<p><strong>Signature Zone<\/strong><\/p>\n\n<p>The signature zone option is to be used if you want to sign documents in batch, i.e. sign several documents at once, entering only one confirmation SMS code.<\/p>\n\n<p>The person who will sign in batch is to be chosen at the level of the signature profile. This user will sign the document last (after all other signatories).<\/p>\n\n<p>If the &#8220;Yes&#8221; option is checked, the documents will be deposited in its signature area. This user will need to manually select the documents to be signed in bulk from their signature area.<\/p>\n\n<p>If the &#8220;Yes with Batch Send Nightly&#8221; option is selected, all documents in the chosen user&#8217;s signature area will be automatically sent for signature.<\/p>\n\n<p>The &#8220;Send signed document to all signatories&#8221; checkbox allows you to send an email with the signed document as an attachment to all signatories. If it is not checked, this email will not be sent.<\/p>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"820\" height=\"1024\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/09\/image-32-820x1024.png\" alt=\"\" class=\"wp-image-15848\" srcset=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/09\/image-32-820x1024.png 820w, https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/09\/image-32-240x300.png 240w, https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/09\/image-32-768x959.png 768w, https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/09\/image-32.png 945w\" sizes=\"auto, (max-width: 820px) 100vw, 820px\" \/><\/figure>\n\n<h3 class=\"wp-block-heading\">Universign<\/h3>\n\n<p>With Universign you can choose whether this profile requires the application of a signature field.<\/p>\n\n<p>The signature field allows you to add a visual signature to the document.<\/p>\n\n<p>Activating this option will require an additional step when creating a manual signature send, you will need to position the location of the signature fields on the document.<\/p>\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><strong>Please note that this option requires user action and cannot be used for automatic submissions.<\/strong><\/p>\n<\/blockquote>\n\n<p><\/p>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"856\" height=\"1024\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/09\/image-31-856x1024.png\" alt=\"\" class=\"wp-image-15846\" srcset=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/09\/image-31-856x1024.png 856w, https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/09\/image-31-251x300.png 251w, https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/09\/image-31-768x919.png 768w, https:\/\/help.openbee.com\/wp-content\/uploads\/2023\/09\/image-31.png 945w\" sizes=\"auto, (max-width: 856px) 100vw, 856px\" \/><\/figure>\n\n<p><\/p>\n\n<h3 class=\"wp-block-heading\">DocuSign<\/h3>\n\n<p>With DocuSign, the application of the signature field will always be offered. On the other hand, it is the signatory of the document who will choose the location where he wants to apply his signature field.<\/p>\n\n<p>DocuSign does not require the signer to be required for credentials in the case of a signature level, but it is possible to make it mandatory at the signing profile level.<\/p>\n\n<p>Learn more about how to set up your DocuSign account <a href=\"https:\/\/help.openbee.com\/en\/open-bee-electronic-signature\/administrators-guide\/configuring-the-add-on\/set-up-identity-verification-in-docusign\/?preview_id=13596&amp;preview_nonce=0f243927b3&amp;preview=true\">here<\/a>.<\/p>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"456\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/08\/image-89-1024x456.png\" alt=\"\" class=\"wp-image-13582\" srcset=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/08\/image-89-1024x456.png 1024w, https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/08\/image-89-300x133.png 300w, https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/08\/image-89-768x342.png 768w, https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/08\/image-89-1536x683.png 1536w, https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/08\/image-89.png 1888w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<ul class=\"wp-block-list\">\n<li>Click Submit to finish.<\/li>\n<\/ul>\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>A signature profile must contain a signer.<\/p>\n<\/blockquote>\n\n<h2 class=\"wp-block-heading\" id=\"Cr&#xE9;ationd'unprofil-Lesdiff&#xE9;rentsniveauxdes&#xE9;curit&#xE9;\">The different levels of security<\/h2>\n\n<p>Level 1 will ask you to enter a code received by SMS.<\/p>\n\n<p>Level 2 will ask you, in addition to entering the code received by SMS, to upload an identity document.<\/p>\n\n<p>For more information about security levels, the table below is displayed when the user hovers over the question mark.<\/p>\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td>\u00a0<\/td><td>Level 1 Signature (Simple)<\/td><td>Level 2 Signature (Advanced)<\/td><\/tr><tr><td>Description<\/td><td>Suitable for transactions with low legal and financial risk. Relies on a two-factor authentication process, namely the signer&#8217;s email and phone number.<\/td><td>Provides stronger identification guarantees for more engaging transactions. Allows you to unambiguously identify the signer by creating a certificate of identity issued on behalf of the signer.<\/td><\/tr><tr><td>Document Integrity and Signature Identification<\/td><td>EU standard quality timestamp: EN 319 421 OTP code authentication via SMS<\/td><td>EU Standard Quality Timestamp: EN 319 421 OTP Code Authentication via SMS ID Verification<\/td><\/tr><tr><td>EU eIDAS Certificate<\/td><td>No Nominal Certificate<\/td><td>Simple Nominal Certificate: EU Standard: EN319 411-1<\/td><\/tr><\/tbody><\/table><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Signing profiles allow you to define predefined signature templates based on the documents you need to sign in your organization. This feature allows you to create a profile name with an associated description and pre-define the signing mode and security level required. Access the signature profile To access the Signing Profile Creation page: From the [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":21401,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"templates\/ob-help-products.php","meta":{"footnotes":""},"class_list":["post-21418","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/21418","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/comments?post=21418"}],"version-history":[{"count":2,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/21418\/revisions"}],"predecessor-version":[{"id":38771,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/21418\/revisions\/38771"}],"up":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/21401"}],"wp:attachment":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/media?parent=21418"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}