{"id":21419,"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\/configuring-the-add-on\/"},"modified":"2026-05-13T09:35:34","modified_gmt":"2026-05-13T07:35:34","slug":"configuring-the-add-on","status":"publish","type":"page","link":"https:\/\/help.openbee.com\/en\/open-bee-electronic-signature\/administrators-guide\/configuring-the-add-on\/","title":{"rendered":"Configuring the add-on"},"content":{"rendered":"<div id=\"main-content\" class=\"wiki-content group\">\n<h1 id=\"Configurationdel'add-on-Miseenplace\">Set-up<\/h1>\n<p>After installing the add-on, you still have several configuration steps before you can create an electronic signature.<\/p>\n<p>From the admin panel in your Open Bee\u2122 Portal solution, a new &#8220;Electronic Signature&#8221; entry allows you to access the Electronic Signature add-on.<\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273908216.jpg\" width=\"700\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273908216.jpg\"><\/p>\n<h2 id=\"Configurationdel'add-on-Enregistrerdesprofilsdesignature\">Save Signature Profiles<\/h2>\n<p>From the first tab of the e-signature module, you have the option to create and save predefined signature profiles.<\/p>\n<p>These signature profiles are used depending on the type of documents to be signed (e.g. purchase orders, employment contracts, training agreements, etc.).<\/p>\n<p>To create a signature profile, please refer to this page: <a href=\"https:\/\/help.openbee.com\/open-bee-signature-electronique\/creation-dun-profil\/\">click here<\/a><\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/278200335.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/278200335.png\"><\/p>\n<h2 id=\"Configurationdel'add-on-Configurationdumodule\">Module Configuration<\/h2>\n<p>The second tab of the module is dedicated to configuration.<\/p>\n<p>The first step is to select the e-signature provider  <\/p>\n<h3 id=\"universign\">Universign Service Provider<\/h3>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/277217282.png\" width=\"900\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/277217282.png\"><\/p>\n<p>You must fill in the login credentials for the Universign signing service. These credentials are provided to you with the purchase of the Electronic Signature module.<\/p>\n<p>Open Bee\u2122 Portal will subsequently use these credentials for all electronic signature submissions.<\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/277217285.png\" width=\"900\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/277217285.png\"><\/p>\n<div id=\"main-content\" class=\"wiki-content group\">\n<p>Finally, the last step is to choose the redirect URL, i.e. the address of the website to which the signatories will be redirected after signing a document.<\/p>\n<\/div>\n<h4> <\/h4>\n<h4 id=\"Configurationdel'add-on-Param\u00e9trerlesidentifiantsducomptedesignaturedepuisleprofilutilisateur\">Set up signing account credentials from the user profile<\/h4>\n<p>In the event that individual accounts have been created with the electronic signature provider Universign. It is possible to save personalized credentials on each user&#8217;s profile, which allows you to use different accounts on the same Open Bee\u2122 Portal instance.<\/p>\n<p>In this case, these credentials will be used when sending the signature request.<\/p>\n<p>To do this, from the <strong>user profile<\/strong> settings<\/p>\n<ul>\n<li>Go to the <strong>&#8220;Electronic signature&#8221;<\/strong> area.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273908222.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273908222.png\"><\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273908223.png\" width=\"900\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273908223.png\"><\/p>\n<p>The screen below will appear, this is when you will need to fill in the email, as well as the password of your personal signature account if you have one. This username password will be used in priority on the generic account set up just before.<\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273908224.png\" width=\"900\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273908224.png\"><\/p>\n<\/div>\n\n<h3 class=\"wp-block-heading\" id=\"PrestataireDocuSign\">DocuSign Provider<\/h3>\n\n<p>In order to use the Electronic Signature module with DocuSign, you must first create an account directly on the DocuSign website.<\/p>\n\n<p>Then, in order to make the e-signature work with DocuSign, you need to enter 3 things:<\/p>\n\n<ul class=\"wp-block-list\">\n<li>User ID<\/li>\n\n\n\n<li>The Key to Integration<\/li>\n\n\n\n<li>The RSA Private Key<\/li>\n<\/ul>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"974\" height=\"388\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/07\/docusign_config.png\" alt=\"\" class=\"wp-image-12788\" srcset=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/07\/docusign_config.png 974w, https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/07\/docusign_config-300x120.png 300w, https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/07\/docusign_config-768x306.png 768w\" sizes=\"auto, (max-width: 974px) 100vw, 974px\" \/><\/figure>\n\n<p>You can find more information on how to set up the DocuSign account on the following page: <a href=\"https:\/\/help.openbee.com\/en\/open-bee-electronic-signature\/administrators-guide\/configuring-the-add-on\/set-up-docusign-login-credentials\/\">click here.<\/a><\/p>\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>It is necessary to enter the URL of the Open Bee\u2122 Portal instance in the DocuSign account settings (see section on callback configuration). DocuSign only accepts URLs that use the secure HTTPS protocol<\/p>\n<\/blockquote>\n\n<h3 class=\"wp-block-heading\" id=\"PrestataireDocuSign\">SwissSign Service Provider<\/h3>\n\n<p>In order to use the e-signature module with SwissSign, you must contact SwissSign to create an account and obtain the following information:<\/p>\n\n<ul class=\"wp-block-list\">\n<li>Login credentials (username\/password)<\/li>\n\n\n\n<li>Certificate in pem format (.p12 certificates are not compatible)<\/li>\n\n\n\n<li>Certificate Password<\/li>\n<\/ul>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"878\" height=\"394\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2024\/04\/image-4.png\" alt=\"\" class=\"wp-image-20627\" srcset=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2024\/04\/image-4.png 878w, https:\/\/help.openbee.com\/wp-content\/uploads\/2024\/04\/image-4-300x135.png 300w, https:\/\/help.openbee.com\/wp-content\/uploads\/2024\/04\/image-4-768x345.png 768w\" sizes=\"auto, (max-width: 878px) 100vw, 878px\" \/><\/figure>\n\n<p>Dans le cas d\u2019une int\u00e9gration avec SwissSign en Cloud, il est n\u00e9cessaire d\u2019utiliser une version d\u00e9crypt\u00e9e du fichier .pem.<\/p>\n\n<h3 class=\"wp-block-heading\" id=\"ParametresCommuns\">Parameters common to different providers<\/h3>\n\n<p>Then, you can choose how the add-on works:<\/p>\n\n<ul class=\"wp-block-list\">\n<li>Or in test mode during the configuration phase.<\/li>\n\n\n\n<li>Or in production mode.<\/li>\n<\/ul>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/277217281.png\" alt=\"\"\/><\/figure>\n\n<p>If the test mode of operation is selected, at the time of a signature the user will receive an alert message.<\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273908221.png\" alt=\"\"\/><\/figure>\n\n<p>The default settings are used for automatic signature sending.<\/p>\n\n<p>Indeed, it is possible that the selection of the language and supervisor is carried out dynamically based on metadata. If no value can be detected, the default value is used so as not to block shipments.<\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/277217284.png\" alt=\"\"\/><\/figure>\n\n<p><strong>Default Language<\/strong> : Corresponds to the default language of the email and text message received for the recipient of the signature. This value can be dynamic for automatic sending.<\/p>\n\n<p><strong>Default Supervisor<\/strong> : Used for automatic sending when the sender of the signature could not be dynamically identified by metadata. This way, the default supervisor will be assigned the signature request.<\/p>\n\n<h3 class=\"wp-block-heading\" id=\"docusign\">\u00a0<\/h3>\n\n<h3 class=\"wp-block-heading\">Differences between providers<\/h3>\n\n<p>Most of the functionalities of the Electronic Signature module are identical between Universign, DocuSign and SwissSign. There are, however, a few differences that are listed <a href=\"https:\/\/help.openbee.com\/en\/open-bee-electronic-signature\/administrators-guide\/configuring-the-add-on\/differences-between-different-signature-providers\/\" data-type=\"page\" data-id=\"13566\">here<\/a>.<\/p>\n<h2 id=\"Configurationdel'add-on-Param\u00e9trerlafr\u00e9quenced'envoidesnotifications\">Set the frequency of notifications<\/h2>\n<p>It is possible to adjust the frequency of add-on notifications. From your <strong>user profile<\/strong>, go to the <strong>Electronic Signature<\/strong> section.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273908222.png\" width=\"282\" height=\"103\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273908222.png\"><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273908223.png\" width=\"566\" height=\"95\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/273908223.png\"><\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/277217290.png\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/04\/277217290.png\"><\/p>\n<div id=\"main-content\" class=\"wiki-content group\">\n<h2> <\/h2>\n<h2 id=\"Configurationdel'add-on-Enregistrerdesenvoisdesignatureautomatique\">Register auto-signature shipments<\/h2>\n<p>From the &#8220;auto-sign&#8221; tab of the e-signature module, you have the option to create and save rules for sending auto-signatures.<\/p>\n<p>This makes it possible to send a signature request to the filing of a document in your Open Bee\u2122 Portal without manual intervention.<\/p>\n<p>To create an automatic signature, please refer to this page: <a href=\"https:\/\/help.openbee.com\/open-bee-signature-electronique\/configuration-dun-envoi-automatique\/\">click here<\/a><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Set-up After installing the add-on, you still have several configuration steps before you can create an electronic signature. From the admin panel in your Open Bee\u2122 Portal solution, a new &#8220;Electronic Signature&#8221; entry allows you to access the Electronic Signature add-on. Save Signature Profiles From the first tab of the e-signature module, you have the [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":21401,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-21419","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/21419","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=21419"}],"version-history":[{"count":2,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/21419\/revisions"}],"predecessor-version":[{"id":29211,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/21419\/revisions\/29211"}],"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=21419"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}