Jump to main content

# SETUP Page

The SETUP page is used to configure expiration settings in licensed Accounts.

Note: Users can enter up to 255 characters in all credential fields.
Click the side arrow at the top of the page and select SETUP.

## 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. Additionally, those users who wish to immediately delete their transaction data should enter a value of "-1" in the Days to Expire field.
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+ Credentials

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

Note: Clicking the checkbox next to SmartSign+ Credentials enables the use of SmartSign+; 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
- Organization ID: this field contains the system-defined UID for an organization
- 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
- 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

## User Settings

Enter a user name in the corresponding text field and click Get Accounts For User.
Select an account from the list of available accounts and click Add/Update Callback Info.

From the Callback Information dialog, complete the following:

- Username
- Password
- Callback URL

Note the following example:

Click Save.

Note: To delete the callback information, click Delete Callback Info. To confirm that the callback information was deleted, click Add/Update Callback Info.

## eOriginal login

This section allows users to enter their eOriginal credentials, for creation of an eNote through an Expere request. Complete the following fields:

- eOriginal Username: the unique username value for the eOriginal user.
- eOriginal API Key: this unique API key is used in the authentication process when connecting to eOriginal from Document Generation Services, for the generation of the eNote.
- eOriginal Org Id: unique identifier for the organization within eOriginal.