Plans

The Plans section allows Master Admins to view all plans configured by your account manager.

Each plan is identified by its name. You can also access its ID (wtp_xZgPLgVWxxb9), which you can easily copy and paste for your needs (tracking, integration, support, etc.).

Plans are displayed as cards, providing a summary of essential information:

Validity period, Maximum number of authorized members, Maximum number of transactions.

To get more details on a plan, click the three dots in the top right corner of the corresponding card. This gives you access to a more complete view of the plan’s characteristics.

The Export button allows you to download a CSV file with the complete list of available plans.

Important: you cannot create or modify a plan yourself. Any request for creation or adaptation must be addressed to your account manager, who will guide you in evaluating your needs and defining the constraints to apply before setting up new plans or creating workspaces.


Workspaces
Members
Advanced parameters
Transaction parameters
Getting started
Manage certificates
Manage templates
Manage workspace
Master Console
Personal settings
Personal Space
Sign documents