Open Documentation Menu

Admin

On the following pages you will find all information about the Admin functions. We will also explain how you can support your users in getting started with d.velop sign.

Booking the free trial version

To book the free trial version of d.velop sign, click here. Then click Continue to book.

  1. Create a new d.velop cloud account. Please enter your e-mail address in the field provided. You will receive an e-mail.

  2. Go to your mailbox and open the e-mail.

  3. Now click Create account and set password.

  4. Enter your desired password in the corresponding field. Please note the specifications for the password here.

  5. Click Set password.

  6. In the next step, you must enter your personal details.

  7. Then enter a desired address where your cloud will be accessible. Then, click on Next.

  8. At the end you will see all the data at a glance. Now click on Book.

  9. Now click Start now. A new window will open where you will have to enter your e-mail address and password again.

AD connection

The following explains how to enable your users from your AD to access d.velop sign. The connection can be implemented quickly and SSO can also be set up via OpenID Connect.

How can users and groups from the Azure AD be provided for the d.velop cloud tenant?

To provide the users, you must have admin authorization in your Azure AD and for d.velop sign. The person who has booked d.velop sign is created as an admin and can also define additional admins.

  1. Creating an enterprise application

    1. Log in to your Azure AD portal.

    2. Click on Enterprise Applicationsin the left pane.

    3. Select + New application.

    4. Select + Create your own application .

    5. Enter a name for your application and select the option Integrate any other application not found in the catalog and then Add to create an app object. The new app is added to the list of company apps and opened with the app management screen.

    6. On the app management screen, click Deploymentin the left pane.

    7. Select the Automatic option in the Deployment mode menu.

    8. For the client URL parameter, use the URL <d.velop cloud client>/usermanagement/scim

    9. Proceed as follows for the secret token:

  2. Create a secret token

    1. Log in to your cloud client.

    2. Click on Configuration.

      802990283.png

    3. Under "Infrastructure and security", click on Login options.

      802990284.png

    4. Click on the fingerprint iconin the right-hand area

      802990285.png

      .

    5. Click on the plus symbolin the right-hand area

      802990286.png

      .

    6. Select the "Builtin SCIM 2.0 provisioning user" and press create.

      802990287.png

    7. Click on the"Builtin SCIM 2.0 provisioning user"

    8. Copy the generated key to store it in your previously created company application in the "Secret token" field.

  3. Provide users and groups

    1. Log in to your Azure AD portal.

    2. Click on Enterprise Applicationsin the left pane.

    3. Select the application you created in step 1.

    4. Click on Users and groupsin the left pane.

    5. Click on + Add users/groups.

    6. In the area that opens, click on None selected.

    7. Select the groups and users who should have access to d.velop sign and confirm your selection by clicking on Assign.

    8. Click on Provisionin the left-hand area.

    9. Now click on Start provisioning - after a short moment you can now see the users in your d.velop cloud.

  4. Checking the provision

    1. Log in to your d.velop cloud client .

    2. Click on Configuration.

      802990283.png

    3. Under User and group management, click on Users and groups.

    4. In the overview that opens, you will see all users that are available in your cloud.

      Users that you have added via provisioning are indicated by two arrows:

      802990288.png

Done The users have been transferred.

Hint

Although profile pictures are supported by Azure Active Directory, they are not transferred by Azure Active Directory as part of the deployment. It is therefore currently not possible to transfer profile pictures. If you make changes to users or groups in the user management app that were provided from Azure Active Directory, these changes will be overwritten by the current data from Azure Active Directory the next time they are provided.

You must therefore make these changes in Azure Active Directory. The changes will then be implemented with the next deployment.

The same applies to deleting users and groups and changing group memberships.

If you delete users in Azure Active Directory, these users will only be removed by Azure Active Directory after 30 days when they are provisioned in the user management app. If you want to delete the deleted users with the next deployment, you must delete the users in Azure Active Directory separately. To do this, open the Deleted users (preview) option in the user management in Azure Active Directory and delete the respective users there.

The intervals between deployments are gradually increasing. If changes are not made promptly, check the deployment statistics in Azure Active Directory under the Deployment option in the App Management screen.

How can users and groups be provided via LDAP for the d.velop cloud tenant?

To provide the users, you must have admin authorization on your d.velop sign clients. The person who has booked d.velop sign is created as an admin and can also define additional admins.

  1. Maintain LDAP parameters

    1. Log in to your cloud client.

    2. Click on Configuration.

      802990283.png

    3. Under "Infrastructure and security", click on Login options.

      802990284.png

    4. Choose the plus icon

      802990286.png

      in the right panel.

    5. You can now enter the parameters of your LDAP in the area that opens.

    6. Confirm the settings by clicking on “safe".

  2. Checking the user provision

    1. Log in to your d.velop cloud client .

    2. Click on Configuration.

      802990283.png

    3. Under User and group management, click on Users and groups.

    4. In the overview that opens, you will see all users that are available in your cloud.

      Users that you have added via provisioning are indicated by two arrows:

      802990288.png

Done The users have been transferred.

How can single sign-on be enabled via OpenID Connect?

SSO is only possible for d.velop sign via OpenID-Connect. To do this, simply follow our instructions . Please note that before the provider d.velop cloud is deactivated, the admin group must be added to a corresponding user.

Manual user and group administration

  • How do I add more users?

  • How do I delete a user?

  • How can I create access rights via groups?

How do I add more users?

If you are an admin for d.velop sign, you can add additional users to your organization at any time. The person who has booked d.velop sign is created as an admin and can also define additional admins.

  1. Click on Configuration.

    802990305.png

  2. Select the Users and groups button under the Administration tile.

    802990306.png

  3. Click on Add new user.

    802990307.png

  4. Create a new user and then click on Save.

    802990308.png

  5. You have the option of sending an invitation e-mail. To do this, click on Send e-mail.

Done The user has been created.

This allows you to make changes to the account or add a person as an admin:

  1. Search for the person's name and select the correct person.

  2. Assign groups then appears on the right-hand side so that you can search for groups.

  3. Search for and select the appropriate group. Then click on the checkmark. The person is assigned to the group.

  4. You can now see which groups the person is assigned to. Click on save.

802990309.png
How do I delete a user?

  1. Select the configuration tile.

    802990310.png

  2. Select the Users and groups button under the Administration tile.

    802990306.png

  3. Click on Search for users and select the appropriate person.

  4. Check the box next to the person you want to delete and click on the trash can.

802990311.png
How can I create access rights via groups?

  1. Go to the overview page of your d.velop cloud client: https://Ihrcloudmandant.d-velop.cloud

  2. Select the configuration tile.

    802990312.png

  3. Select the Users and groups button under the Administration tile.

    802990306.png

  4. Now create a group to which you want to grant access to d.velop sign. To do this, first click on Groups at the top and then on Add new group.

    802990313.png

  5. Select a name for the group, add a description and then click Save .

    802990314.png

  6. Now add the desired users to this group by searching for users on the right-hand side.

    Please note that you must also add yourself as a user to ensure continued access to d.velop sign.

    802990315.png

  7. Go back to the configuration options and select the Settings button under the Digital signing tile.

    802990316.png

  8. Now click on Access restriction and select the desired group here. Then click Save assignment.

    802990317.png
Further management options

  • How can I activate the archive function?

  • How do I allow additional signature types or restrict the existing signature types?

  • How do I create an overview of the signatures and identifications made?

  • How do I store my own logo in d.velop sign?

  • How can I turn off all e-mail notifications?

  • How can I allow my documents to be signed repeatedly?

  • How do I add my billing address?

  • How do I convert d.velop sign to the demo system?

How can I activate the archive function?

To be able to use the archive function, the following conditions must first be met:

  • d.velop sign and d.velop documents must be booked for the same client or already be in use

  • At least one repository must have been created in d.velop documents. You can find instructions for the administration of d.velop documents here.

  1. Open the Configurationstile.

  2. Then select the Digital signature tile.

  3. Click on the drop-down menu for long-term archiving, check the box next to Activate archiving and click on Save.

    802990321.png
How do I allow additional signature types or restrict the existing signature types?

By default, only the advanced signature with Swisscom is set for you and your users. If you would like to sign with a qualified signature or another signature level with D-Trust, a company of the Bundesdruckerei Group, simply activate the required signature types in the configuration app.

You can find the configuration app on the overview page of your d.velop Cloud client.

Here you can make the appropriate settings under the tab d.velop sign - Signature settings:

802990322.png

After saving this setting, only the desired signature levels are available:

802990323.png
How do I create an overview of the signatures and identifications made?

In d.velop sign, you as an admin have the possibility to display an overview of how many signatures have been created by your users and how many identifications have taken place at sign-me (identification service of D-Trust).

You can easily export an Excel report for this in the Admin settings with just one click.

  1. Go to the configuration tile of your cloud client

    image2020-3-26_16-21-50.png

  2. Click on the dropdown menu for the signature overview in the d.velop sign settings.

    802990325.png

  3. Now just click on the button and the overview will be downloaded.

    802990326.png

  4. In the downloaded Excel spreadsheet, select in the "Billing Type" column whether you want the signatures or the identifications to be displayed.

How do I store my own logo in d.velop sign?

As an admin, you can store your own logo in the settings. You can upload and store both a logo in your mandate for your employees and a logo for external persons invited to sign. The d.velop sign logo is stored here by default.

  1. Click on the Configurationstile.

  2. Click on the Business applications digital signature tile and open the Displaydrop-down menu.

    802990327.png

  3. Where you want to add your logo, click on Select file to upload an image of your logo.

802990328.png

If you want to delete your logo, you can restore the d.velop sign logo by clicking on Restore default.

How can I turn off all e-mail notifications?

If you and your internal users no longer wish to receive all email notifications, you can deactivate this function in the configurations.

  1. To do this, select the digital signature tile in your configurations.

  2. Click on E-mail settings.

  3. Uncheck the box to disable e-mail notifications to internal users and then select Save.

How can I allow my documents to be signed repeatedly?

By default, it is not possible for recipients to open a document a second time after the signature process and sign it again. However, if you would like to enable this, you can allow multiple signatures for your internal and/or external users by ticking the boxes.

802990329.png
How do I add my billing address?

If you would like to continue using d.velop sign with the same cloud client beyond the test period, it is necessary to enter your billing address.

Important: If you check the box "I would like to continue using the d.velop cloud after the end of the trial period", your client will switch to a fee-based booking after the trial period. You must also book the corresponding package in the d.velop Store.

You can do this yourself on the overview page of your cloud client.

  1. Click on the tile Evaluation period.

  2. Enter your billing address in the fields provided.

    802990330.png

  3. Confirm your entry by clicking on Save .

How do I convert d.velop sign to the demo system?

To be able to use d.velop sign free of charge as a demo system, you only have to activate the two checkboxes in the configuration for d.velop sign in the section demo signatures.

832574040.jpg

Attention: If the checkboxes are set, NO valid signatures are generated. This is a demo system.