A transaction is the experience of a OneSpan Sign user as they review, accept, sign, and potentially download documents. The sender of a transaction generally performs the following procedures:
OneSpan Sign automatically includes an Electronic Disclosures and Signatures Consent document in all packages. All signers must accept the terms of this agreement before they can access the other documents in a package.
To add documents to a transaction:
Open the appropriate transaction and locate the Documents section.
Click Add Document.
Browse to select your document and click Open. You can select multiple files using the keyboard Ctrl button.
You can also drag the document from its location to the transaction.
Optional: To change the order of multiple documents, drag the handlebar (orange dots to the left of the document name) to the preferred order in the Documents list. The number beside the document indicates the signing order. The Electronic Disclosures and Signature Consent document can never be moved from the #1 position.
The signing order for documents is the order in which multiple documents must be signed by a participant. This order can be changed by dragging and dropping documents up or down (if the transaction is accessible, you can use the up and down arrow keys to move a document to its desired location). During the Signer Experience, a signer is first presented with the unsigned document that has the lowest signing order. Once that document is signed, the signer is presented with the unsigned document of the next lowest order. And so on. In general, a document of a given order can be viewed by a signer only after all documents of lower orders have been processed.
OneSpan Sign supports the following document types:
Adobe's Portable Document Format (*.pdf) — PDFs on which OneSpan Sign can act generally have at least these permissions enabled: (1) Changing the Document; (2) Signing; (3) Filling of form fields.
Microsoft Word (*.doc or *.docx)
Open Office (*.odt)
Text (*.txt)
Rich Text Format (*.rtf)
In addition, the OneSpan Sign Print Driver supports any document that can be printed from a Windows-based application (e.g., Microsoft Word, Microsoft Excel, Microsoft PowerPoint).
Once you've added documents to a transaction, you can begin adding recipients to it.
Adding Supporting Documents
You can add additional documents to your transaction, like photos, reference files, terms and conditions, or policy documents. These documents will not have any signature fields on them, but could provide context, clarity, or any other additional information a signer may find useful. For example, financial reports, survey plans, or even photos.
These documents are only viewable after they have been downloaded by the signer.
To enable this feature, contact our Support Team.
To add supporting documents to a transaction:
Open the appropriate transaction and locate the Documents section.
Click Attach Documents.
Browse to select your document and click Open. You can select multiple files using the keyboard Ctrl button.
OneSpan Sign supports the following supporting document types:
Adobe's Portable Document Format (*.pdf)
Microsoft Word (*.doc or *.docx)
Microsoft Excel (*.xlsor *.xlsx)
Open Office (*.odt)
Text (*.txt)
Rich Text Format (*.rtf)