Ad Hoc Groups feature allows for more flexible recipient management and signing processes. Ad hoc groups are useful for when you would like to create a group for a single transaction only. This is different from regular Groups, which can be re-used.
To enable this feature, contact our Support Team.
Ad Hoc Groups are not compatible with the Account Level feature Enforce Authentication.
Since you cannot define an authentication method for Ad Hoc Groups, if you enable Enforce Authentication on an account you should be aware of the following:
Adding an Ad Hoc Groups to transactions when Enforce authentication is on will not be prevented.
There is no warning or error message if Ad Hoc Groups are included in transactions when Enforce authentication is on.
Features
The following features are available for with Ad Hoc Groups:
Admin Features
Handover URLs: Ensure handover URLs are functional for Ad Hoc Group members as signers.
Callback URLs: Ensure callback URLs contain information about Ad Hoc Group member signers.
Language Definition for Ad Hoc Groups: Ad Hoc Groups can now have a specific language defined for the group.
Document Visibility: Document visibility is now supported with Ad Hoc Groups.
Evidence Summary Improvements: A cleaner display of Ad Hoc Group recipient information in the Evidence Summary.
Ad Hoc Group Management
Adding/Updating Recipients and Members: You can add and update Ad Hoc Group recipients and their members via the API and UI.
Adding Myself as an Ad Hoc Group Member: You can now add the recipient type Myself to Ad Hoc Groups.
Individual signers can now be added as both a signer, and an Ad Hoc Group Member: Using the UI, you can now designate an individual as both an individual signer for a transaction, and as an Ad Hoc Group member.
Removing Recipients and Members: You can remove Ad Hoc Group recipients and their members via the API and UI.
Replacing Recipients with Ad Hoc Groups: You can replace a recipient (external signer, internal sender, myself, placeholder, sender group) with an ad hoc group recipient. Similarly, you can replace an Ad Hoc Group with a recipient.
Layouts: Layouts can be saved and applied to Ad Hoc Groups.
Transaction and Signing Behavior
Document Preparation: Prepare documents with signatures and fields for Ad Hoc Group recipients.
Transaction Sending: Send transactions for signing with Ad Hoc Group recipients.
Signing Ceremony Access: Ad Hoc Group members can access the signing ceremony.
Signing Completion: Ad Hoc Group members can complete the signing process.
Transaction Decline: Ad Hoc Group members can decline transactions.
Signing Order: Using a signing order is now possible.
Signing Reminders: Remind buttons are available at both the transaction level and at the recipient level.
Scheduled email reminders: You can now define when a signing reminder will be sent to the group.
Duplicate Signers are now supported: Duplicate signers can be added to an Ad Hoc Group. Duplicate signers are signers who may, for example, have the same name or email address.
Counter Signing: Counter signing is when a sender first signs a document, waits for another recipient to sign, and then signs the document again, using an automatically enforced signing order.
Attachments: You can now add attachments to an Ad Hoc Group.
eConsent Display: The electronic consent document is displayed for all members of the Ad Hoc Group.
Mobile Capture Signatures: With Mobile Capture Signatures the members of the Ad Hoc Group can draw their signature using their finger or a stylus.
Document and Text Tag Extraction: Document and Text Tag Extraction enables integrators to automatically extract signatures and fields by placing Document and Text Tags in a document. OneSpan Sign will analyze the uploaded document, and replace every text that matches the Tag pattern with the appropriate signature or field.
Out of scope features
The following features are not yet available:
SDK support
Authentication
Signing method
Important Note: Transactions created in the Alpha release with Ad Hoc Groups will not be compatible with this version.
Unsupported Features:
The following, although potentially visible or available from the user interface or API during the BETA, will not be supported with Ad Hoc Groups:
Adding a placeholder type recipient as a member of an Ad Hoc Group
Reassign recipient for ad hoc groups
In person transactions
In person electronic notarization transactions
RON transactions
Virtual Room transactions
Fast Track
Bulk Send
Co-browsing