How to set up the Signature reasons
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How to set up the Signature reasons

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Article summary

This article explains how to set up the Signature reasons feature. The reasons justify the actions of signing and publishing digital certificates.

Create a new reason

To create a new reason, follow these steps:

  1. In the top left corner, click Grid Menu, identified by the nine squares icon, and then select Certificate Manager.
  2. On the side menu, select Settings and then Signature reasons.
  3. In the top right corner, click View actions (the three vertical dots icon).
  4. Select New; this will open the Certificate reason form.
    1. In Name, enter the reason.
    2. From Type, select the purpose.
    3. Keep Enabled as Yes.
  5. Click Save.

On the Signature reasons' main page, you'll see the reason you just created.


Edit a reason

To edit a reason, follow these steps:

  1. On the Signature reasons' main page, locate the reason you want.
  2. In the corresponding Action column, click Edit (the pencil icon).
  3. Update the form.
  4. Click Save to confirm the changes.
Info

The counterclockwise arrow icon in the top right corner refreshes the screen.


Deactivate a reason

To deactivate a reason, follow these steps:

  1. On the Signature reasons' main page, locate the reason to deactivate.
  2. In the corresponding Action column, click Edit (the pencil icon).
  3. In Enabled, set to No.
  4. Click Save to confirm the deactivation.

The reason will be highlighted in red on the Signature reasons' main page. You can always select Edit to enable the reason again.


Search for a reason

You can use the search fields to filter the information if there are many registered reasons.

To locate the desired reason, follow these steps:

  1. On the Signature reasons' main page, perform a search using the following fields:
    1. ID: the reason ID number.
    2. Name: the reason itself.
    3. Type
    4. Enabled: the reason status in the system.
  2. Click Filter to perform the search.
    1. Click Clear to erase the fields, if necessary.
Info

The magnifying glass icon in the top right corner displays or hides the search fields.


Do you still have questions? Reach out to the senhasegura Community.


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