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Settings

This guide explains the settings panel, focusing specifically on system-related options.

  • System Settings: The panel contains various configuration options that are directly tied to the system itself.
  • Get Support: If you encounter a setting and do not know what it means or how it affects the system, reach out to the team for assistance and clarification.

First-Time Upload Configuration:

This guide explains how device verification works for uploading and editing files using registered security keys.

  • Unregistered Devices: If a user's device is not registered, the system will require verification during the file upload process. Initially, the device manager will show that no devices are registered.
  • Registering a Security Key: You can register a new security key by navigating to the settings menu.
  • Setting Up a Passkey: The setup process involves creating a passkey tied to your computer login, which enables quick, one-touch verification.
  • Seamless Uploads: Once the passkey is successfully saved, you can upload documents immediately without the system prompting for any further device checks.
  • REMINDER: For New device under the same account, user still need to go through the first-time upload configuration

Host Email Setting

This guide explains how to configure host email settings for sending login emails, including supported providers and specific setup requirements.

  • Supported Providers: The system currently supports three main email service providers: Gmail, Microsoft Office, and Amazon SES. If you need to use a custom email server, you can call the team to make special arrangements.
  • Gmail Configuration: To set up Gmail, you must provide the sender email address and a Gmail app password. Instructions are provided to help you generate this password.
  • Amazon SES Configuration: Be aware that setting up Amazon SES can be tricky and requires your AWS account to be properly set up beforehand.
  • One-Time Setup: This configuration is a one-time process for the host; once it is set up, you will not need to configure it again.

DocuSign API Configuration

This overview covers the DocuSign API configuration setup and the plans for testing it.

  • Configuration Purpose: A specific DocuSign API configuration is currently being put in place for construction.
  • Testing Phase: The current setup is intended strictly for testing purposes. Once the configuration is officially launched, the team will perform testing.
  • Scope: No other decisions or action items are required or discussed at this time.