Configure Skin

Group Name

Maximum Number of Web Service Recipients

Disable Sent By Heading

Select this checkbox to remove the "Sent by" heading from the consumer site document list.

Allow HTML Content

Select this checkbox to allow HTML content in packages.

Use Paper Status in Compliance Search Results

Need definition

Use Skin Holiday Dates

Enable Push Notifications

Select this checkbox to enable the ability to push a status via XML to the customer’s front-end system. If this option is selected, the user account that is sending the package must be configured for it to work properly. INSERT HYPERLINK TO CONFIGURATION DETAILS

Use First Notification

Select this checkbox if the customer is using the auto-create on the fly method of new user registration when sending packages to recipients. Result: Accounts are created and an initial notification is sent to recipients before sending packages.

Warn On No Attachments

Select this checkbox to warn the sender when no attachment has been attached to the package.

Show eConsent For All Packages

need info

Use Morvision Mapping

When this checkbox is selected and SDX Capture is attached to the skin, SDX automatically maps the "LoanID" and "BorrowerID" fields into "Loan Number" and "Borrower Name" via the getConfig web service call.

Allows Check Recipients Before Sending

Select this checkbox to enable a function in SDX to always check if the recipient is currently registered before sending packages.

Use Web Form Creation

This checkbox is for Sun Trust only. Select this checkbox to allow users to send web forms in the user site.

Allow Smart Consent

If SmartConsent is enabled, then packages will not expire to paper unless you decide to opt out or decline SmartConsent. Reviewer note: do we need to explain why packages do not expire to paper? Also: The configuration settings that become enabled when "Allow Smart Consent" is checked are not explained. What is the default setting?

Home Page Logo URL

Reviewer Notes: need clarification - Is this the Home Page for the User Site or the Consumer Site, or both?

Do we need to explain why this needs to be a URL (rather than a loaded image)? Are there any restirctions on what type of graphic file this needs to be? Where should the logo (ideally) be located e.g. in a particular location on the installation server? Are there any restrictions or recommendations on file size and/or physical pixel dimensions?

Logo URL

Do we need to explain why this needs to be a URL (rather than a loaded image)? Are there any restirctions on what type of graphic file this needs to be? Where should the logo (ideally) be located e.g. in a particular location on the installation server? Are there any restrictions or recommendations on file size and/or physical pixel dimensions?

Home Page Colours

NOTE: Color should be American spelling. Make sure verbiage is consistent with what is on configuration page.

Where should the SysAdmin get this colour information from? How will the Customer communicate their colour requirements? What are the default settings, so that something acceptable can be recovered if a colour selection error is made?

Login Colours

Reviewer Note: According to the configuration page, it also sets the colours for the User site pages. And it refers specifically to it being the colours of the Login Page, rather than "after login". Which is correct?

Create Package Text

Subject Meta Data

REVIEW NOTE: would it be useful to explain to the SysAdmin how to set up the meta data items? Make sure the guide includes details of the default settings for these fields. "Typical" settings for each one would also be useful, where a default is not available.

Subject Meta Data To View

Subject Meta Data for Web Forms

Subject Meta Default Data for Web Forms

Subject Meta Data to Report

Subject Meta Data in Notifications

The list of items to display in the email notifications sent to recipients.

Subject Meta Data in Notification Subject Item

The meta data item to display in the notification subject header.

Subject Meta Map to Subject Item

Subject Meta Data Dynamic Items in Body

Subject Meta Data Dynamic Items in Subject Line

The meta data items to display within the subject of a package template

Subject Meta Data Password Field

View Subject Notification

Masked Subject Meta Data with Count

Specify the number of characters at the end of the specified data that will be shown - all other preceding characters will be masked with asterisks e.g. account number=3:ssn=4 This will show the last 3 and 4 characters of account number and ssn respectively. The other characters will be masked.

Mask Subject in Reports

By default, this setting is enabled.

Include Subject Meta Map to Subject in Reports

review note: Why would/wouldn't you do this? Some examples would be helpful. What is the default setting?

Filter out subject in meta data

review note: Why would/wouldn't you do this? Some examples would be helpful. What is the default setting?

earlier comment: This field should in initial caps

Extract User's Name from Meta Data

reviewer note: Who would have created the metadata tags? How would I find the list of available fields?

Meta Data for Custom Templates

The most common meta data items are Loan Number and Borrower Name. The availability of other meta data items is subject to the SDX delivery method chosen by the customer. For Example, eDisclosures sent from SDX Capture can only use the meta data items completed on the screen when sending an eDisclosure package. Streamlined implementations always utilize the Loan Number, Borrower Name and Comment fields for all subject meta data.

reviewer note: How will I know which SDX delivery method the customer has chosen? Where will I find this?

Multiple Question Authentication Enabled

Select this checkbox to enable authentication.

reviewer note: This is now broken out in to to checkboxes - standard (?) and web forms When do these questions appear? E.g. when the user signs in? when they change their password? If multiple places, are all controlled by the same configuration checkbox, or are any non-configurable e.g. always on?

Subject Meta Data Authentication Questions & Answers

Enter the challenge questions in the Subject Meta Data Authentication Questions & Answers field.

reviewer note: It would be useful of the inline help/examples that is available on the form itself were also duplicated here. How many question/answer pairs can be supported?

Challenge Answer Page Wording

Enter the wording to display on the challenge answer page. For example: Please answer the following questions.

No of Authentication Answers Required

Enter the number of authentication answers required by the user before they can access their SDX package. For example: There may be 4 challenge questions entered in the Subject Meta Data Authentication Questions & Answers field yet you can enter 2 in this field. In this case, using the 4 questions, SDX randomly presents them to the user one-by-one until 2 correct answers are given.

This field should be "Number"

reviewer notes: What happens if authentication questions are enabled but this field is set to zero? Does the system keep repeating questions indefinitely until the user gets the specified number of answers correct? If not, what is the limit? e.g. 4 questions have been set, Answers required is set to 2, the user answers the first three questions incorrectly... do we ask the final question even though they now can't get two answers correct (assuming each question can only be answered once), or do we re-present a "fifth" question from the remaining 3 that have so far not been answered correctly? Presumably "randomly" actually means randomly selected from the remaining unanswered questions? Or can the user be presented with the same question twice??

Lock User when Incorrectly Answer Challenge Questions

Select this checkbox to lock the account of a user when they incorrectly answer their challenge questions.

Is this one wrong answer or does it depend on how many questions and required answers? Example: If there are 4 questions and 3 required answers, will the account be locked after 1 wrong answer or 3? Also: Missing information: Some details needed around this check box. Note that the default setting seems to be "enabled"

Presumably in line with the rules defined above e.g. if they have been presented with all the available questions and have not been achieved the "No of Authentication Answers Required" number. Should we include a warning that if the "No of Authentication Answers Required" is greater than the number of question/answer pairs, the user could get locked out without getting anything wrong? Or do we check this internally before accepting the completed form?

reviewer note: Presumably this is in addition to the challenge questions on sign in, if that option is also enabled? Or is this actually the place where the user sets the answers to their challenge questions? Not really clear - can't see how that would be a separate configuration item, when obviously if question authentication is enabled above they will have to enter answers to those questions somewhere?

Authentication on Non eDisclosures Enabled

eDisclosure packages always require challenge questions. Select this checkbox to enable challenge question authentication for all non eDisclosure packages. Essentially, when this option is selected, all packages will require challenge question answers. Examples of non eDisclosure packages are an appraisal package sent to a borrower recipient or a closing package sent to a title company recipient.

reviewer note: How is this possible if the options above have not been selected to enable setting of questions answers? How does the system determine whether a package is an eDisclosure or not? Is this configured for each package when the package is created and sent?

Non eDisclosure Authentication Meta Data Item

If the checkbox above is selected, enter ‘closing’ in this field.

reviewer note: What does that mean/do? What is entered if the checkbox above is not selelcted? Are there really not any other options?

Non eDisc Meta Data Value Reqd

<<<Need description

>>> "Required:" should be spelled out, perhaps "eDisclosure" should be, too.

Paper Out Account Address

Hide Paper Out Button

Send Declined (not consented) packages to Paper

Select this checkbox to send declined packages to the paperout account to be papered.

reviewer note: Additional note on the configuration page states "This is for non workflow packages" - what does this mean? What hapens with "workflow packages"?

On Package Error Account Send Email

Select none, one, or any combination of the checkboxes, then add the appropriate email addresses to receive package error messages. If desired, in the first field, enter the SDX Support address: sdxsupport@wolterskluwer.com

reviewer note: Not completely consistent with what the checkboxes actually suggest - in two of the cases, not only an email but the actual Package is sent e.g. "Send Package to Sender". Is this what actually happens? What is the reason for sending the Package? Does this mean the SysAdmin needs to be particularly careful about the email address entered in the third option (for compliance reasons)? What does "if desired" relly mean? How will the SysAdmin know whether to use the SDX Support address or not, where do they fond this information? Config page includes "The user must exist in this skin. Email address does not require the context id" - needs further explanation

Use Lib Docs

reviewer note: What are the consequences of selecting this checkbox and not entering LIBDOCS in the field name? Are there any other field name options?

LibDoc Mandatory Files

reviewer note: So if nothing is entered here, no booklets are included, even if the checkbox above is selected? Is there a list of all the available booklets? Are there others in addition to those listed in the guidance above? Is this field case sensitive?

Site Url

Enter the URL for all pilot QuickSkin sites. Note: The True URL for the site is listed under the Site URL. Bookmark and send the True URL to the customer. The True URL contains a unique context number that identifies the site for each customer.

Reviewer note: Why only for the pilot site? What happens to this URL once the site moves beyond pilot? Do SysAdmins need this pilot site version/info, or is there something more appropriate?Reviewers: Is this acurrate????? Comments said the site URL contains the unique number. Not sure if I have this right. Bookmark For what purpose? Knowing this might help the SysAdmin to send it at the most appropriate time, rather than just at the point that they are configuring this information.

Help Desk Name

reviewer note - Give an example of what name to use for non-streamline implementations? How does the SysAdmin know which to use?

Help Desk Number

Enter a phone number for the Help Desk contact that displays on SDX screens and notifications. For streamline implementations, use Wolters Kluwer Financial Services' SDX support toll-free number. For the pilot site, use 111-111-1111 as customers should contact their Implementation Consultant during the implementation phase.

reviewer note: Although it does appear to be the default setting on the config page, it might be helpful to include it here also, in case the SysAdmin has deleted it by mistake.

Help Desk Email Address

Enter the email address for the Help Desk contact that displays on the SDX screens and notifications. This should be sdxsupport@wolterskluwer.com.

Help Desk Hours

Enter the support hours for the Help Desk contact that displays on the SDX screens and notifications. Use the exact wording as you wish the support hours to display, such as: 8:00am-8:00pm EST.

reviewer note: Include the default WK hours here, in case they have been deleted from the config page but are needed again.

reviewer note: should this be "allow the client to use the display name"?

If Reply to Sender for Emails is disabled, enter the reply to address here.

reviewer note: What will happen if the box is unchecked but no email address is added here?

• On consenting a package
• On declining a package
• On completing a package

• When recipient consents a package
• When recipient declines a package

reviewer note: Some info on when/why this might be necessary would be helpful.

reviewer note: Does this mean "restrict access to the user site"?

• Check IP Address
• Allow Suffix List Login On No Match (but issue warning mails.

reviewer note: There seems to be a place to put the list of restricted IP addresses, but where are the restricted suffixes configured? Is this the same list of Allowed Suffixes that are allowed to send packages to external email addresses? What does Allow Login on No Match mean? If this is unchecked, is login prevented altogether? Who receives the warning emails?

• Check IP address
• Allow Suffix List Login No Match .

reviewer note: There seems to be a place to put the list of restricted IP addresses, but where are the restricted suffixes configured? Is this the same list of Allowed Suffixes that are allowed to send packages to external email addresses? What does Allow Login on No Match mean? If this is unchecked, is login prevented altogether? Who receives the warning emails?

reviewer note: No example actually given. Whose IP address is this likely to be, where does this IP address come from?

reviewer note: Needs more info. Under what circumstances would the customer not want to use a consumer skin? What happens if this is checked/unchecked?

reviewer note: Examples of when this would/wouldn't be beneficial would be useful.

reviewer note: Could we give an example of a time when we wouldn't want to do this? How does the SysAdmin make a decision about these things, is it detailed in the customer contract?

reviewer note: What is tha actual difference between this and the previous check box - needs to be clearer. What is the most common way to configure (both/neither/one or the other)?

reviewer note: Presumably an email message is always triggered when a new user is created, either with a random password (if configured here) or with the set password. It might be useful if this process was clarified (although maybe not here!)

reviewer password: Should this standard password conform to the password policy that is subsequently provided (if only as a good example)? Is it checked?

reviewer note: Will a SysAdmin always know what Regex means? Should we explain? Would be useful to include this default value somewhere in the Admin Guide, in case it does get removed by accident and/or we decide to remove the comment from the Group Config page in the future. Can we link to guidelines for Regex codes? Or at least provide the syntax?

reviewer note: Is this text usually defined by the customer? Where will the SysAdmin find it? How many chars are allowed?

reviewer note: Is there a max number that can be entered here? What is recommended? How will the SysAdmin know what the customer wants?

reviewer notes: Who is alerted? How are they alerted? Is this text usually defined by the customer? Where will the SysAdmin find it? How many chars are allowed?

reviewer note: Is there a max number of chars that can/should be entered here? Does the customer provide this text?

reviewer note: What happens if this box is unchecked but the recipient does have Adobe Reader - will they see the Proof of Reader page or not?

reviewer note: If this is disabled, can recipients still opt to sign digitally if they wish, or is it simply not available?

review note: An example would be useful, not clear what this should be. Is there a min/max number of chars? Can it include special chars?

review note: An example would be useful, not clear what this should be. Is there a min/max number of chars? Can it include special chars?

review note: Who/what will be shown as the receiver if this box is not checked?

review note: is consented the same as signed? what happens if this is enabled when docs are digitally signed?

• Text - the actual watermark text. You may include up to 3 text items, each separated by a colon ( : )
• Text length - the text length of the watermark
• Text angle - the angle of the watermark on the page
• Text font size - the font size used for the watermark
• Text position: horizontal - the horizontal position of the watermark
• Text position: vertical - the vertical position of the watermark

review note: Refers to "consented or signed" but checkbox above only seems to pertain to consented. Which is correct? Does length mean number of characters or physical size on the page?

review note: These are actually two separate config items so should be described separately. It should be clarified that enabling "Date Text" in fact includes both Date Signed and Who Signed.

• Footnote text - the actual footnote text.
• Footnote text length - the text length of the footnote.
• Footnote font size - the font size of the footnote.
• Footnote Date/By Font Size - the font size of the date in the footnote.

review note: is it possible to enable both?

review note: Presumably this means that it should be left unchecked at the top level, but that customers might want to enable this at the individual group levels?

review note: Always remain blank at the top level, for configuration in the customer's individual groups?

review note: If this were being used, is this a link to the file on the customer's own server?

review note: It would be useful to also include the advise text from the configurtion page e.g. Include http:// or https:// before the URL e.g. http://www.isentry.com

review note: Is there a limit on the number of chars or recommneded number of chars? Where on the Login Page does this appear? Include the comment

review note: Where does this information get displayed? How many chars? Any restrictions?

review comment: Include examples, as per the config page. Is there any limit on how many suffixes?

• Admin - Check to show feedback link from admin.
• User - Check to show feedback link from user site.
• Consumer - Check to show feedback link from admin.

review notes: Additional information needed about the check boxes - presumably these refer to where the feedback link is available.

review note: Is it the user who sees this alert? Does it allow them to change their mind or is it purely informational?

review note: Is it the user who sees this alert? Does it allow them to change their mind or is it purely informational?

review note: It's not clear… does this apply to all accounts, or is it a continuation of the above Veteran United exclusive? There is no other mention of FedEx labels in the configuration.