Setting It Up

Step 1

An authentication token is a unique identifier that allows emSigner to identify the application requesting access to our service. To use the signer gateway, you will require an authentication token that is uniquely created for your account. To create an auth token and start connecting to the signer gateway, please follow the steps below

1. Login into emSigner using the credentials set by you as part of the subscription

2. Navigate to settings (under your name, on the top right of the dashboard).

3. Go to Manage Auth Tokens in the User Section of the Settings page

4. Go ahead and create an auth token by clicking on “Create Auth Token” button as shown in the screen below

At this point, you should have an App Name and Auth Token that can be used to connect to emSigner Signer Gateway.

Key Points

1. The Authtoken is user-specific and is a permanent token.

2. You can generate multiple Authtokens.

3. Removing an Authtoken will inactive the token permanently and any request with the usage of the inactive token will be invalid.

4. If you generate new Authtoken, update your program with the new token. The new token has to be replaced for all signer gateway calls.

5. The Authtoken of a user’s account will become invalid if the user subscription is expired or deactivated.

6. Never share your authtoken and account credential details to anyone. Sharing these details can lead to unauthorized access to emSigner signer gateway.

Step 2 - Branding your signer gateway

Brand your account by configuring themes and logo, along with your signing experience. Configuring logo helps users to identify documents coming from your organization. Branding your account is an excellent way to add the look and feel of your organization’s brand.

To brand your account, please follow the steps below:

1. Login into emSigner using valid credentials

2. Navigate to settings (under your name, on the top right of the dashboard).

3. Click on Co-branding tab in the Gateway settings section (at the bottom of the page) as shown below

Clicking on “Customize Theme” will display the pop-up below using which you can modify the following elements of the signer gateway

1. Header Background

2. Header Text

3. Button Colors

Step 3 - Accessing usage reports

emSigner provides two types of reports that allow you to check usage of the signer gateway

1. Usage

2. Transaction Information

Checking Counter Usage

Everytime you use the signer gateway, your counters get decreased. To check your counter usage, please follow the steps below:

1. Login to your emSigner account with valid credentials

2. Navigate to settings (under your name, on the top right of the dashboard)

3. Click on “Graphical Charts” in the Gateway section. You will see a screen that looks like the one below

The dashboard contains all the transaction details by date which can be used as a filter. The usage details shows details including total number of counters and how many of them have been consumed

Transaction Information

emSigner tracks all the signer gateway transaction request information. To check this, please follow the steps below:

• Login to your emSigner account with valid credentials

• Navigate to settings (under your name, on the top right of the dashboard)

• Click on “Transaction Log” tab, in the Gateway section

• You will see a screen that looks like the one below

The transaction details consist of below information.

1. Date & Time: Date and time of a transaction.

2. Transaction Number: Unique number generated for a transaction.

3. Reference Number: Unique number sent by the source application for a particular transaction.

4. Error Description: Error description for failed and canceled transactions

5. IP Address: IP Address used for a particular transaction.

6. Actions: Actions consisting of transaction log information.