SETUP Page

Displaying Results

To access all available accounts for a specific product, select an option from the Selected Product dropdown. Click the desired account to advance to the Account Settings - <Account Name> page.

Configuring the Days to Expire Setting

The Days to Expire field allows users to identify the number of days to retain transaction data and documents; this setting should only be used when the default (7 days) does not fit customer needs.

Tip: Note the following:

Wolters Kluwer will configure this value per customer request.
The Days to Expire allows up to 255 numeric characters.

Enter a desired value in the Days to Expire field. Click Save; click Cancel to return to the SETUP page without applying the change.

Note: Users can set a value between 1-60.

SmartSign Plus Credentials

This section allows users to enter their SmartSign Plus credentials using the fields below.

Note: Clicking the checkbox next to SmartSign Plus Credentials enables the use of SmartSign Plus; unchecking (or leaving that checkbox blank) enables the use of "standard" SmartSign (known as SmartSign Web).

Login ID: this field will contain the username or login used for logging into SmartSign Plus.
API Key: this field will contain a unique code required for authentication.
Client ID: this ID is used in the authentication process.
Client Secret: required parameter entered by OAuth provider when used as part of the SmartSign Plus authentication process.
Organization ID: this field contains the system-defined UID for an organization.
Closing Center Lender Name: this field contains the lender name used in the Closing Center configuration. This value is displayed in the Closing Center footer and dashboard.

Production users: MERS eVault / non MERS eVault Credentials sections

MERS eVault Credentials: this section is used to enter the username, API Key, and Org ID used when submitting MERS transactions to the eOriginal eVault. Use this section to enter MERS-related credentials if uploading documents to eOriginal (/Txn/EOriginalUploadInd=1) that comprise an eNote transaction (/Txn/EOriginalUploadTransactionType=1).

non MERS eVault Credentials: this section is used to enter the username, API Key, and Org ID used when submitting non-MERS transactions to the eOriginal eVault. Use this section to enter non MERS-related credentials if uploading documents to eOriginal (/Txn/EOriginalUploadInd=1) that do not comprise an eNote transaction (/Txn/EOriginalUploadTransactionType=2).

Customer Test (CT) users: SmartSign Web TestOnDemand / Preview OnDemand MERS / nonMERS eVault Credentials

When configured, these sections allow users to input credentials for the following environments:

SmartSign Web TestOnDemand MERS eVault
SmartSign Web TestOnDemand non MERS eVault
SmartSign Web PreviewOnDemand MERS eVault
SmartSign Web PreviewOnDemand non MERS eVault

SmartSign Web TestOnDemand / PreviewOnDemand MERS eVault Credentials: the MERS eVault sections are used to enter the username, API key, and Org ID used when submitting MERS transactions to the eOriginal eVault. Use this section to enter MERS-related credentials if uploading documents to eOriginal (/Txn/EOriginalUploadInd=1) that comprise an eNote transaction (/Txn/EOriginalUploadTransactionType=1).

SmartSign Web TestOnDemand / PreviewOnDemand non MERS eVault Credentials: the non MERS sections are used to enter the username, API Key, and Org ID used when submitting non-MERS transactions to the eOriginal eVault. Use this section to enter non MERS-related credentials if uploading documents to eOriginal (/Txn/EOriginalUploadInd=1) that do not comprise an eNote transaction (/Txn/EOriginalUploadTransactionType=2)

Note: These sections will appear in the Customer Test (CT) environment ONLY.

Hosted Expere users: REST Callback Credentials

The following fields contained in the REST Callback Credentials section are used to configure a DocumentService callback for a particular account.

Authentication Type: select either a Username/Password or Token option
URL: Enter the Callback URL field. Complete this field to receive notifications that documents have been posted to the document rendering engine as well as document status
Username: The account level user name
Password: The account level password

Enable Callbacks sub-section

Select any of the following checkboxes to receive callbacks for the corresponding REST API methods:

Enable callback for all applicable transactions
Note: In order for the user to receive the Package ID "DocSetPackageIDRef", the Enable callback for all applicable transactions must be selected and authentication configured with valid credentials.
Generate
Delivery Setup
Delivery Status

Additional Data (Generate) sub-section

Users can specify names and XPaths to return in the REST callback; for example: LoanNumber and /Txn/Notes/Note[1]/LoanIdentifier. Click the ADD button to enter the desired name and XPath. Adding the Name and XPath below will result in these values appearing in the REST callback.

Users can Edit or Remove the desired Name and XPath. Clicking the Edit button displays the Add/Edit Callback Data dialog; however, clicking the Remove button removes the desired Name and XPath without prompting the user for removal.

WKES Account Credentials

The following fields contained in the WKES Account Credentials section are used to log into Wolters Kluwer E-Sign.

Compliance Officer Username: the username with Compliance Officer permissions in WKES for the account
System Admin (Invite User) Username: the username with System Admin permissions in WKES for the account
Context ID: the unique customer-related ID associated with the Wolters Kluwer E-Sign account
User Container: the name of the container created in WKES for invite requests
Client ID: this ID is used in the authentication process
Client Secret: this unique API key is used when requesting an access token to Wolters Kluwer E-Sign