Besides editing client services data and status, it is also possible to customize the visual templates used for the service communications and its general configurations.
Customize visual templates
To customize the visual communication templates, you will need to execute the following steps:
Access “Client Services > Detail” and click the “Customization” dropdown menu, selecting the “Visual templates“ option.
You will automatically navigate to the visual templates page, where three types of templates are displayed:
Portal layout: CSS and logo for portal client.
E-mail communications: e-mail template of new electronic invoice available for consult.
Digital Signature: text template for visual signature information.
2. Press the pencil icon on the “Actions” column of the target template to customize its name, description and content (i.e, a file).
Digital signature template
When customizing the digital signature template, it is possible to use different parameters for the visible signature information.
To consult the parameter options, you can click in the expansion panel residing in the bottom of the signature template edit dialog.
Download visual templates
While on visual templates list, you can download the configured visual templates. To do this you just need to press the download icon of the target template.
Consult general configurations
To consult the general configurations, you need to click the “Customization” dropdown menu on the client services details, selecting the “General Configurations“ option.
You will automatically navigate to the general configurations page where there are various types of configurations.
To configure the time stamp authority (TSA) service url, you will need to execute the following steps:
1.Access “Client Services > Detail” and click the “Customization” dropdown menu, selecting the “General configurations“ option.
2. You will automatically navigate to the general configurations page. So, to customize the time stamp authority (TSA) service url, you need press the pencil icon on the “Actions” column to customize its description and value.