Configuring a Default Signature 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-Default-Process-Based-Certificates/Configuring-a-Default-Signature-for-a-User-Group

When configuring a default certificate for a User Group, only users who meet the following prerequisites are affected:

Certificate-based signing is enabled
Process-based signing is enabled
A different default certificate is not assigned at the user level

Note:

If a user in a User Group is assigned a default certificate at the user level, the user-level certificate is used instead of a certificate assigned to the user's User Group. If the user-level certificate assigned to the user is not able to be used for some reason, the user is unable to sign documents using an assigned default certificate.

To configure a default certificate for a User Group:

Ensure each user who should be assigned signing privileges is enabled to do so. This includes making sure the user is enabled for process-based signing.
For more information, see steps 1- 5 in the previous section.
From the Configuration module, navigate to Users | User Groups / Rights.
The User Groups & Rights dialog box is displayed.
Select the User Group for which you would like to assign a default certificate.
Click the Signatures button.
The Signatures dialog box is displayed.
Click the Process Certificate button.

The Select Certificate dialog box is displayed.
Click the drop-down list and choose from where you would like to select a default certificate for the User Group:
- Local Machine- Displays any available certificates stored on the Client workstation (displayed by default).
- Application Server- Displays any available 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.
Select the certificate you would like to assign to the User Group.
Certificates denoted by two asterisks (**) in the second column are from the Local Machine certificate store. These certificates can be used by any user.

Certificates without the two asterisks in the second column are from the Current User certificate store. These are personal certificates and can only be used by the current Windows account user.
Note:
When configuring a process-based certificate for multiple users in your organization, it is best to use a Local Machine certificate (**) from the Application Server drop-down list option. If you use a personal certificate from the Local Machine drop-down list option, that certificate needs to be copied to each user's personal certificate store on the Application Server.
Click the Select button. An asterisk (*) is displayed in the first column to denote this is the default certificate for the User Group.
Click the Exit button.
From the Signatures dialog box, click the Close button.
The default certificate is assigned to users enabled to use Digital Signatures in the User Group.
Note:
If a user belongs to two different User Groups, and each User Group has a different default certificate assigned to it, the user is not able to sign documents because the default certificate cannot be determined.