Viewing Policy Elements
The Policy Elements page shows the list of configured policy elements.
To view the policy elements:
Open the CTE application.
Click Policies > Policy Elements. The Policy Elements page contains the following tabs:
Column Description Resource Sets Displays the list of configured resource sets. This is the default tab. User Sets Displays the list of configured user sets. Process Sets Displays the list of configured process sets. Signature Sets Displays the list of configured signature sets. Click the Resource Sets tab. This tab displays the following details:
Column Description Name Name of the resource set. Updated At Time when the set is created or updated. Description Optional description of the resource set. By default, the records are displayed in descending order by Updated At. To add a new resource set, refer to Creating Resource Sets.
To modify an existing resource set, click the desired set, modify the Description, and click Apply. The edit view also provides the Add Resource button to add new resources to the set.
Click the User Sets tab. This tab displays the following details:
Column Description Name Name of the user set. Updated At Time when the set is created or updated. Description Optional description of the user set. By default, the records are displayed in descending order by Updated At. To add a new user set, refer to Creating User Sets.
To modify an existing user set, click the desired set, modify the Description, and click Apply. The edit view also provides the Browse for users and Manually add user buttons to add new users to the set.
Click the Process Sets tab. This tab displays the following details:
Column Description Name Name of the process set. Updated At Time when the set is created or updated. Description Optional description of the process set. By default, the records are displayed in descending order by Updated At. To add a new process set, refer to Creating Process Sets.
To modify an existing process set, click the desired set, modify the Description, and click Apply. The edit view also provides the Add Process button to add new processes to the set.
Click the Signature Sets tab. This tab displays the following details:
Column Description Name Name of the signature set. Signing Status Signing status of the signature set. Refer to [Checking Signing Completion Status] for details. Updated At Time when the set is created or updated. Description Optional description of the signature set. By default, the records are displayed in descending order by Updated At. To add a new signature set, refer to Creating Signature Sets.
To add a new source to an exsting signature set, click the desired set, and click Add Source on the Source tab.