Set Your Basic Environment 

Go to System >> General Settings. Portal URL, Company Name, Company Website, Hub Server Access, and Entity Custom Message are required fields. ExSign uses them in the ExSign email templates and login flow, so they can't be left blank.

Configure the API Hub Connection

The Hub Server Access field is the URL your Agents use to reach the Portal; see Firewall Ports You'll Need Open (M365).

Image Upload Settings 

Navigate to System >> Image Upload Settings. You have two options:  

• Local Storage: Simplest option; images are stored directly on the Portal server.   
  
  
  
  
• Cloud Storage (Amazon S3): Better if you want images available independently of the Portal server, or if you already use AWS.  
  
  
  

If You Choose Local:  

Setting What It Controls 

• Image Target: Stores images in the assets/Images directory on the Portal server.  
• Web Access URL: A web-accessible URL pointing to that same directory, so admins can retrieve images.  

If You Choose Cloud (Amazon S3):  

Gather this from your AWS account first:  

• Access Key and Secret Key (for authentication)   
• Region your S3 (Simple Storage Service) bucket is hosted in (e.g., us-east-1). AWS S3 bucket regions are geographical areas that AWS designates for data storage, and you must select one when creating a bucket.   
• Bucket Name, where the images will be stored. 

Enter these, then click Validate to confirm ExSign can actually connect before saving.

Activate Your License

Go to System >>Activate License and enter your key. 

Two decisions worth making deliberately here:

• Org. License Capacity: Turn this on if you want each organization to have its own hard mailbox limit (you'll then set a limit per organization on the organization listing page). Leave it off if organizations should freely share their parent entity's pool.
• Entity Scoped Banner: Turn this on if a banner added to any one organization in an entity should automatically apply to every organization in that entity. Example: an entity has 4 organizations; banners are configured for 2 of them. Enabling this applies those banners across all 4.

Set Up Usage Alerts 

Configure email alerts at 70%, 80%, 90%, and/or 95% of your license usage, so you're notified before you run out rather than after. You can opt out entirely if you'd rather monitor manually. See License Threshold Configuration for details.

Decide on an Approval Workflow

Go to System >> Workflow Settings. 

Both levels support multiple approval steps if a single sign-off isn't enough. Select an option and click Save. 

Observability Metrics 

Navigate to System >> Manage Observability Metrics to see and manage health metrics tracked across your environment: 

The Edit action opens a Metric Details dialog for that metric, confirming what Edit actually configures:

Stamping Logs Retention

Go to System >> Stamping Logs Retention to control how long stamping logs are kept, and what happens to them afterward. This is the policy behind the Archived Logs screen (see Using Logs)