The web office

Agents

• What is the difference between an Agent and an Administrator?
• Authorization to read social security numbers?
• Change role/permission
• Permissions
• Add/remove a person as Agent
• Agent roles and their permissions

Templates

• Resctrictions on a template
• Master account & global template
• Forward a user to landing page after signing
• What is a Template?
• How do I replace a document/form on a template?
• Download all cases from a Template

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Configuration & Archive

• Setting up Case Retention (automatic deletion of cases)
• How do I configure branding for the Kiosk Mode?
• Where can I find the comment from someone who does not want to sign?
• How can I choose the language for the interface in Assently?
• How do I change the text in BankID?
• Switch between BankID and touch (Point of Sale)

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Login

• Two-factor Authentication
• Password and Password Policy
• I am a member of several accounts. How do I choose which one I want to use?
• Agent: I changed my email adress