SignAnyWhere Viewer - Customization

SignAnyWhere Viewer - Customization

This advanced feature is for customizing the eSignAnyWhere Viewer for the signers. You can change the colors and logo to align them to your CI and set eSAW Viewer behavior. Therefore you have to upload a ZIP-Archive with the new design settings. You can download a design template and change it. Moreover you are able to set a redirect URL when a document is finished.

You can find the the configuration for the customization of eSignAnyWhere in your organization settings in the section “Design of the document viewer for recipients”

The next screenshot shows these configurations:

Customization Setting

If the feature is available for your organization, you can:

  • set a redirect URL for finished documents

  • upload a design

  • reset to default design

  • download a design template

  • download current design

 

The Customisation.zip file contains:

  • variables.xml: contains the style configuration of eSignAnyWhere. The comments in the file will help you to modify it.

  • global_variables.xml: contains settings for the eSAW Viewer

    • Note: In the global_variables.xml you can find the variable ContentSecurityPolicy. This variable allows you to integrate the viewer in an IFrame. Just enter the page URL in the “value” area on which you want to integrate the viewer. In addition to the possibility of the customization zip there are additional configurations for further scenarios available via API; and via _global.xml for on-premise. These are only required in exceptional cases or for special integration scenarios. Example: WhitelistedPostMessageClients

  • files/

In the files you can find the following:

  • logo_topbar

  • logo_loading

  • Localizations.template.custom

    • Here you can customize localizations for a specific eSAW organization

    • You can create your own Localizations.*.custom.json files, modify the elements which should be customized and add the file to the customization package

  • custom.css

    • Here you can customize the layout for a specific eSAW organization

    • You can adapt the layout of the SAW Viewer

If you have modified the files just put them in an archive and upload via UI. You can use svg instead of png, gif or jpg.

Customization of localizations

Following feature flag is necessary for this feature: UseCustomizationId

Please note the following: This is a non-default feature of eSignAnyWhere. If you are interested in this optional feature please contact us.

In detail the following options are possible:

  • Customize localizations for a specific eSAW organization (only possible in combination with eSAW and Customization Service):

    • The WSC customization package contains a Localizations.template.custom.json containing all keys & english values of the XLF but in JSON format.

    • You can create your own Localizations.*.custom.json files (e.g. Localizations.de.custom.json), modify the elements which should be customized and add the file to the customization package.

    • For better maintenance all items which have not been changed should be removed from the JSON file.

Note: Not all sections of the XLF file are allowed to be configured that way (e.g. to prevent possible problems with changing audit trail texts)

  • Customize localizations for the whole SSP instance (or in case Customization Service is not used):

    • Grab the Localizations.template.custom.json from the default customization service package (see Release Notes)

    • Modify the file like described above (content, filename)

    • Place the file in the i18n folder next to the XLF files

  • Combination of these two possibilities

    • In case of a 'combined' customization (JSON files available in Customization Service and i18n folder) the two JSON files will be merged. In case items are included in both files, the items from the Customization Service will override the ones from the i18n folder.

Please note: It is not recommended anymore to change the XLF files (SignAnyWhere Viewer) directly!

Customization of the SAW Viewer Layout (custom.css inside Customization.zip)

The following properties are allowed to change:

"display": {}, "visibility": {}, "width": {}, "height": {}, "border-radius": {}, "margin": {}, "margin-top": {}, "margin-bottom": {}, "margin-left": {}, "margin-right": {}, "padding": {}, "padding-top": {}, "padding-bottom": {}, "padding-left": {}, "padding-right": {}, "color": {}, "background-color": {}, "background-repeat": {}, "background-position": {}, "border-color": {}

Please also see the next sample:

#topBar { background-color: red } #leftBarView{ visibility: hidden }

Example: Hide the Mouse option for biometric signatures

Please note that both elements were a "div" element before version 21.16. With version 21.16 and the versions afterwards  both elements were changed to a "button" element.

Before the version 21.16 please see the following configuration for hiding mouse and SignOnPhone

div[title='Mouse'] {     visibility: hidden; }

With 21.16 and the versions afterwards see the following configuration for hiding mouse and SignOnPhone

button[data-id='Mouse'] {     visibility: hidden; }

 

Example: Hide the SignOnOhone option for biometric signatures

This example removes both the "SignOnPhone" option from the device selection dialog, but also the QR code and App links from the SignOnPhone dialog shown when no SIGNificant Device Driver was found.

Note: the dialog itself, its buttons and the descriptive text of the dialog remain visible. Other than when using the instance-wide custom.css, you cannot replace the text shown on top. Only in an instance-wide custom.css you can replace this text.

Before the version 21.16 please see the following configuration for hiding mouse and SignOnPhone

div[title='SignOnPhone'] {     visibility: hidden; } #sopProtocolLink{ visibility:hidden; } .inSigningProgress{ visibility:hidden; } #qrcodeImage > canvas{ visibility:hidden; display: none; }

With 21.16 and the versions afterwards see the following configuration for hiding mouse and SignOnPhone

button[data-id='SignOnPhone'] {     visibility: hidden; } #sopProtocolLink{ visibility:hidden; } .inSigningProgress{ visibility:hidden; } #qrcodeImage > canvas{ visibility:hidden; display: none; }

 

Please note that since version 22.28 it is possible to disable and enable SignOnPhone and Mouse via the customization.zip in the global_variables.xml with the following two variables:

<variable name="DisableSignOnPhone"/> <variable name="DisableMouseForBiometricSignature"/>

 

If you removed both Mouse and SignOnPhone and no other device for signing was found, the device selection looks like:

 

Signing Device Overview

Without those configuration (Mouse and SignOnPhone enabled) the following settings will be visible:

Signing Device Overview Without Configuration

 

For an instance-wide custom.css (not within Customization.zip) you could change the descriptive text above/instead the QR code image with following CSS definition:

#sopMainPanel:after{ content: 'Attention: The sender defined to record a biometric (handwritten) signature. This requires to install the Device Driver.'; }

 

 

Example: Change Default Color and Logo

Open variables.xml and look for the following lines of code to change the colors of for example the page navigation background.

Replace the following line:

<variable name="primaryColor" value="#{[color:#00A69D]}#" comment=" default: #00A69D Primary color of the SAW Viewer affecting several major elements and referenced in different shades like 'primaryLightestColor' or 'primaryLighterColor' (see 'ADVANCED' section) " category="Basic" />

With this one:

<variable name="primaryColor" value="#{[color:#000088]}#" comment=" default: #000088  Primary color of the SAW Viewer affecting several major elements and referenced in different shades like 'primaryLightestColor' or 'primaryLighterColor' (see 'ADVANCED' section) " category="Basic" />

Replace the following line:

<variable name="secondaryColor" value="#{[color:#35364A]}#" comment=" default: #35364A Secondary color of the SAW Viewer affecting most icons, some buttons and used as counterpart of 'primaryColor' " category="Basic" />

With this one:

<variable name="secondaryColor" value="#{[color:#000088]}#" comment=" default: #000088  Secondary color of the SAW Viewer affecting most icons, some buttons and used as counterpart of 'primaryColor' " category="Basic" />

Replace the following lines:

<variable name="guidanceButtonNextColor" value="#{[colorvar:secondaryColor]}#" comment="" category="Expert" /> <variable name="guidanceButtonPreviousColor" value="#{[colorvar:secondaryColor]}#" comment="" category="Expert" /> <variable name="menuOverlayButtonColor" value="#{[colorvar:secondaryColor]}#" comment="" category="Expert" />

With this one:

<variable name="guidanceButtonNextColor" value="#{[colorvar:whiteColor]}#" comment="" category="Expert" /> <variable name="guidanceButtonPreviousColor" value="#{[colorvar:whiteColor]}#" comment="" category="Expert" /> <variable name="menuOverlayButtonColor" value="#{[colorvar:whiteColor]}#" comment="" category="Expert" />

After this configurations the viewer should look like the following:

Customization Sample View


 For changing the Logo you have to put your Logo in the subfolder /files. Then you have to change the variables.xml to set the new files (e.g. my-logo-large.png and my-logo-small.png).

<variable name="logoCollapsedUrl" value="#{[image:my-logo-small.png]}#" ... /> <variable name="logoExpandedUrl" value="#{[image:my-logo-large.png]}#" ... />

Save the files and pack it in a zip-file (e.g. “my-style.zip”), with same structure as the downloaded Customization.zip, and upload it as new design in your organization settings.

There are to places in the XML where you can define the logo:

  • For the loading screen

  • and for the top bar

 

Loading screen

Top bar

Loading screen

Top bar



Loading Screen
Top Bar

It may take some minutes until the new design is applied to your eSignAnyWhere Viewer.

Custom Biometric Encryption Key

When capturing handwritten electronic signatures with behavioral biometric data in Namirial solutions, the biometric data is protected using an encryption key. By default, the Namirial software is delivered with a standard biometric encryption key included in the packaged product.

As an optional add-on (which we strongly recommend, when recording handwritten electronic signature), a custom biometric encryption key can be applied instead of the standard key. This custom key is provided by the customer or obtained from Namirial as a service of the qualified trust service provider, and is integrated into the Namirial software environment.

When SignAnyWhere Viewer is used in combination with eSignAnyWhere

To replace the custom biometric encryption key used by SignAnyWhere Viewer (with Device Driver and 5” signature pads) or used by SignAnyWhere App, replace the CustomResources.xml contained in the customization package with the one created by Namirial based on the public certificate of the biometric encryption key.

When SignAnyWhere Viewer is used in an SSP-only installation

On the server side, put the CustomResources.xml into <SAW-Viewer install directory>\Web\config\.

Viewer Preferences

Note that changes of the viewer preferences will be effective within some minutes after uploading the changed Customization.zip file. The changes are applied also on existing envelopes. Note that changes may have legal effect even on older envelopes (e.g. enabling/disabling the SkipFinishConfirmDialog, FinishWorkstepOnOpen, AcceptAgreementDisabledUntilRequiredActionsDone but also others); consider the impact of a change carefully.

Name

Description

Values

Note

MessageForwardingDialogBehaviour

Either ‘Show’ or ‘Allow’; If ‘Show’ is set and forwarding JS PostMessages to e.g. a parent iFrame when setting PostmessageClient query parameter the user will get asked if he/she wants to allow this. When ‘Allow’ is set, the user will not get asked and sending messages to the iFrame automatically gets allowed.

Possible values: 0, 1 (default)

 

ShowPageNavigationBar

Allows to disable the page navigation bar on the left side of the viewer

Possible values: 0, 1 (default)

Deprecated => Use ShowPageNavigationButtons instead

ShowThumbnails

If enabled, the thumbnail display will be visible, otherwise false

Possible values: 0, 1 (default)

 

SkipFinishConfirmDialog

If enabled, finish action will be executed immediately without confirm dialog

Possible values: 0 (default), 1

 

SkipDocumentDialog

If enabled, the download document dialog after finishing the workstep will be skipped

Possible values: 0 (default), 1

 

ShowImagesInFullWidth

If enabled, available width will be used for images which might stretch them

Possible values: 0 (default), 1

 

DisableGeolocation

If enabled, Geolocation won’t be used for webservice calls

Possible values: 0 (default), 1

 

ShowDocumentDownloadDialogAfterAutomaticFinish

If enabled, the “Download documents dialog” after automatically finishing the workstep will be shown (e.g. acknowledge receipt scenario)

Possible values: 0 (default), 1

 

AttachmentsMaxFileSize

Allows to configure the maximum file size for attachments in kBytes

Possible values: Any integer value, (default: 2048)

Not possible via customization

SkipPreviewImageOnDisposableCertificate

Allows to disable the preview image of the signature when using the Namirial Disposable certificate functionality

Possible values: 0, 1 (default)

 

LoadCustomJs

If enabled, a Custom.js file will be loaded when the page is opened allowing to configure customized data

Possible values: 0 (default), 1

Not possible via customization

AllowCustomButtons

If enabled, custom buttons can be added via xyzmo.Customization plugin

Possible values: 0 (default), 1

Not possible via customization

GuidingBehavior

Defines how the viewer should guide through the tasks

Possible values: GuideOnlyRequiredTasks, GuideRequiredAndOptionalTasks (default), GuideDisabled

 

FormFieldsGuidingBehavior

Defining how the viewer should guide through form fields

Possible values: AllowSubmitAlways (default), AllowSubmitOnlyAfterAllRequiredFieldsAreDone

 

ShowVersionNumber

Defining if the viewer should show the version number

Possible values: 0, 1 (default)

Deprecated => Use ShowStatusBar instead

EnableWarningPopupOnLeave

Defining if the viewer should display a warning popup when the user leaves the page

Possible values: 0, 1 (default)

 

WarningPopupDisplayAfter

Defining when the warning popup should be displayed

Possible values: FillOrSignField (default), Authentication, Always, Agreement

 

FinishWorkstepOnOpen

If set to 1 the workstep is automatically finished when opened in the viewer, if finishing is possible

Possible values: 0 (default), 1

Not possible via customization

MultipleSignatureTypesAndBatchSigningSettings / IsUseBatchSigningCheckedByDefault

If enabled, the “Use batch signing” checkbox inside the dialog when signing a signature field is checked by default

Possible values: 0, 1 (default)

 

MultipleSignatureTypesAndBatchSigningSettings / IsRememberSignatureTypeCheckedByDefault

If enabled, the “Remember signature type” checkbox inside the dialog when signing a signature field is checked by default

Possible values: 0 (default), 1

 

MultipleSignatureTypesAndBatchSigningSettings / IsRememberBatchSigningDecisionCheckedByDefault

If enabled, the “remember batch signing decision” checkbox inside the dialog when signing a signature field is checked by default

Possible values: 0 (default), 1

 

MultipleSignatureTypesAndBatchSigningSettings / SkipMultipleSignatureTypesAndBatchSigningDialogIfBatchSigningPossible

If enabled, and the IsUseBatchSigningCheckedByDefault is also enabled, the dialog to confirm the batch signing (and optionally choosing the signature type) will be skipped if either the signature type to use has been remembered earlier or a preferred type is set

Possible values: 0 (default), 1

 

AutoFinishAfterRequiredTasksDone

If enabled, finish action will be automatically triggered after last required task is done

Possible values: 0 (default), 1

 

GuidingBehaviorOnFinishedTask

Defines the guiding behavior after a task has been completed (e.g. signature field has been signed). This flag is not taken into account if the guiding is disabled

Possible values: NoMove, MoveToNext (default), MoveToNextAndActivate

 

SkipThankYouDialog

If enabled, hints that the document can now be finished after all required tasks have been done, will be shown

Possible values: 0 (default), 1

Deprecated => Use ShowFinishPossibleHint instead

DisplayRejectButtonInLeftBar (replaced by DisplayRejectButtonInTopBar in SSP 4.15.54 or higher)

If enabled, the ‘reject’ button will be displayed in the left bar below the ‘finish’ button as well

Possible values: 0 (default), 1

 

NativeAppsUrlScheme

Defines the url scheme for the native SAW Viewer applications (needed for customized SAW Viewer apps)

Possible values: Any custom URL scheme (default: esignanywhere)

Not possible via customization

DocumentViewingMode

Defines whether the envelope is displayed in its entirety or if only a specific document is shown at a time

Possible values: EndlessPaperAllDocuments (default), EndlessPaperPerDocument

 

ThumbnailMode

Defines the appearance of the thumbnail view: all pages of the entire document are shown, or only the first page of each document within an envelope

Possible values: ShowAllPages (default), ShowFirstPageOnly

 

ShowTopBar

Defines if the top bar should be visible or not. If disabled, also the ‘GuidingBehavior’ and the ‘DisplayRejectButtonInTopBar’ will be deactivated.

Possible values: 0, 1 (default)

 

DisplayRejectButtonInTopBar (replaces DisplayRejectButtonInLeftBar from 4.15.54)

If enabled, the ‘reject’ button will be displayed in the top bar next to the ‘finish’ button as well.

Possible values: 0 (default), 1

 

PhoneNumberInputSettings/DefaultCountry

If ‘auto’ is defined, the first one of the list is preselected or use ISO 3166-1 alpha-2 code (f.e. ‘it’)

Possible values: auto (default), ISO 3166-1 alpha-2 code (f.e. ‘it’)

 

PhoneNumberInputSettings/PreferredCountryList

If ‘auto’ is defined, the first one of the list is preselected or use ISO 3166-1 alpha-2 code (f.e. ‘it’)

Possible values: it,ro,at,de (default), ISO 3166-1 alpha-2 code (f.e. ‘it’)

 

TriggerBankIdDesktopApp

Defines if the BankID desktop app should be triggered from the browser when authenticating via BankID.

Possible values: 0 (default), 1

Not possible via customization

ShowPageGap

Defines whether or not to show a small gap between pages containing some bits of information (like corresponding document and page x/y) in Desktop/Tablet UI

Possible values: 0, 1 (default)

 

AutoStartGuiding

Defines if the guiding (if disabled at all) should be started directly upon start.

Possible values: 0 (default), 1

 

ShowFinishPossibleHint

If enabled, hints that the document can now be finished after all required tasks have been done, will be shown

Possible values: 0, 1 (default)

 

ShowStartGuidingHint

If enabled, a hint to the next button is shown, where the guide can be started

Possible values: 0, 1 (default)

 

ShowStatusBar

Defines if the status bar at the bottom should be visible or not. If disabled, product and version number and biometric signature device selection window is not available

Possible values: 0, 1 (default)

 

ShowPageNavigationButtons

allows to disable the page navigation buttons on the left side of the viewer

Possible values: 0, 1 (default)

 

ShowZoomButtons

allows to disable the zoom buttons on the left side of the viewer

Possible values: 0, 1 (default)

 

ShowNoGeolocationWarning

Defines if a warning should be shown in case the browser does not allow to retrieve the geolocation.

Possible values: 0 (default), 1

Not possible via customization

SkipRejectConfirmDialog

If enabled, reject action will be executed immediately without confirm dialog

Possible values: 0 (default), 1

 

DisableSignOnPhone

Defines if SignOnPhone (if configured appropriately) should be offered as an option to sign biometrically.

Possible values: 0 (default), 1

 

DisableMouseForBiometricSignature

Defines if 'Mouse' should be offered as an option to sign biometrically upon using SIGNificant Device Driver.

Possible values: 1 (default), 0

 

SignatureComplexityChecks/Draw2Sign/MinimumPackets

Minimum count/amount of packets for a signature. Default is empty value or 0 => All signatures are accepted in terms of length

Default: 0 (disabled)

 

SignatureComplexityChecks/Draw2Sign/MinimumTimeInMs

Minimum time in milliseconds for a signature. Default is empty value or 0 => All signatures are accepted in terms of duration

Default: 0 (disabled)

 

Document Policies

These policies, also called "Global Policies" sometimes, define which of the features of a client are allowed on a signer activity - in case the client application supports this feature. Please note that the SignAnyWhere Viewer does not support all of these.

Name

Description

Values

SAW-Viewer

AllowSaveDocument

Is the client allowed to save the workstep document

Possible values: 0 (default), 1

AllowSaveAuditTrail

Is the client allowed to save the audittrail document

Possible values: 0 (default), 1

AllowRotatingPages

Is the client allowed to rotate the pages of the document

Possible values: 0 , 1 (default)

AllowAppendFileToWorkstep

Is the client allowed to append a file to the workstep

Possible values: 0 (default), 1

AllowAppendTasksToWorkstep

Is the client allowed to add append tasks to the workstep

Possible values: 0 (default), 1

AllowEmailDocument

Is the client allowed to email the workstep document

Possible values: 0 (default), 1

AllowPrintDocument

Is the client allowed to print the workstep document

Possible values: 0 (default), 1

AllowFinishWorkstep