Configuring a Certificate Filter for a User Group - Digital Signatures - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard - OnBase/Digital-Signatures/English/Foundation-22.1/Digital-Signatures/Configuration/Configuring-Certificate-Filters/Configuring-a-Certificate-Filter-for-a-User-Group - 2022-08-18

Digital Signatures
Platform
OnBase
Product
Digital Signatures
Release
Foundation 22.1
License
Premier
Standard

To configure a certificate filter for a User Group:

  1. From the Configuration module, navigate to Users | User Groups / Rights.
    The User Groups & Rights dialog box is displayed.
  2. Select the User Group for which you would like to assign a default certificate.
  3. Click the Signatures button.
    The Signatures dialog box is displayed.
  4. Click the Certificate Filter button.

    The Certificate Filters dialog box is displayed.

  5. Click the Add button.
    The Select Certificate dialog box is displayed.
  6. Click the drop-down list and choose from where you would like to select the root certificate for the User Group:

    • Local Machine- Displays any available root certificates stored on the workstation (displayed by default).

    • Application Server- Displays any available root certificates stored on the Application Server.

    Note:

    This drop-down is not available if you have not configured the Application Server. For more information on configuring the Application Server, see the Application Server documentation.

  7. Click Select.
  8. Repeat steps 5- 7 as necessary.
  9. From the Certificate Filters dialog box, click Close.
    All users enabled to use Digital Signatures in the User Group are now restricted to using certificates found within the selected root certificate(s).
    Note:

    If a user is assigned a default process-based certificate, the filter is not presented to that user. The document is signed with the user's default certificate.