Adding Documents to a Transaction

• Creating a Transaction

• Adding Documents to a Transaction

• Adding Recipients to a Transaction

• Configuring Recipient Authentication

• Adding Fields to a Document

• Managing Transaction Reminders

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:

1. Open the appropriate transaction and locate the Documents section.

2. Click Add Document.

3. 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.

4. 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).

File Size Constraints

• The maximum size of a single document is 16 MB. Smaller documents yield better performance — we recommend under 5 MB per document.

• The maximum total size of all documents in a transaction is 39MB.

• If your organization uses Salesforce or Microsoft SharePoint connectors, the file size maximum is 5 MB per document.

• If your organization uses Salesforce connectors, the maximum number of documents that can be added to a transaction is ten (10).

• If you enable email delivery while configuring a recipient, attachments larger than 5 MB are not supported.

File Name Constraints

• Document file names should not contain any of the following comma-separated characters: *, /, \, :, <, >, |, ?, ".

• A document's name cannot contain the string esigned.

General File Constraints

• We recommend that you do not use PDF documents that make use of XML Forms Architecture. For more information, see XFA Support.

• Do not upload password-protected or corrupted documents. These will generate an error.

• OneSpan strongly recommends that you scan a PDF for syntax errors (e.g., by using Adobe's Preflight tool), and resolve any errors before you add the document to a transaction.

• PDFs with the NeedAppearances flag set to true are not currently supported.

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:

1. Open the appropriate transaction and locate the Supporting Documents section.

2. Click Attach Documents.

3. Browse to select your document and click Open. You can select multiple files using the keyboard Ctrl button.

Supporting Documents are included in the documents email delivery, and are tracked in the Evidence Summary. They can also be downloaded from the Thank You page after signing is complete.

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)