---
title: "Auto-Preparing Transactions"
slug: "auto-preparing-transactions"
updated: 2024-10-16T13:31:11Z
published: 2024-10-16T13:31:11Z
canonical: "docs.onespan.com/auto-preparing-transactions"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.onespan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Auto-Preparing Transactions

The Auto-Prepare feature enables users to automatically prepare a OneSpan Sign transaction for sending. When Auto-Prepare is activated on a transaction, the Send button appears automatically on the transaction page. Thus the transaction can be sent through a single click on that button, without clicking Prepare.

There are two ways of activating the Auto-Prepare feature:

- [Auto-Preparing via the User Interface](/v1/docs/auto-preparing-transactions#autopreparing-via-the-user-interface)
- [Auto-Preparing Programmatically](/v1/docs/auto-preparing-transactions#autopreparing-programmatically)

This topic also describes how to take automation one step further by automatically sending a transaction:

- [Automatically Sending a Transaction](/v1/docs/auto-preparing-transactions#automatically-sending-a-transaction)

## Auto-Preparing via the User Interface

The relevant OneSpan Sign transaction must have a Convention with a Recipient Label. This in turn implies the presence of at least one of the following Text Tag types: static position, text anchor, or PDF form field.

To activate the Auto-Prepare feature for a transaction via the User Interface:

- On the transaction's Advanced Options tab, check the field Auto-prepare with text tags. The Send button should now appear on the transaction page.

![](https://cdn.document360.io/038f59a7-abd0-4c14-9de7-3434d28b49fd/Images/Documentation/pdf form field_2.png?sv=2026-02-06&spr=https&st=2026-11-03T07%3A52%3A52Z&se=2026-11-03T08%3A52%3A52Z&sr=c&sp=r&sig=UglQSvS3VDF5RO9nZ%2FvHR4h9nfrY5e5u8fo%2BqE0XyHM%3D)

![](https://cdn.document360.io/038f59a7-abd0-4c14-9de7-3434d28b49fd/Images/Documentation/pdf form field_3.png?sv=2026-02-06&spr=https&st=2026-11-03T07%3A52%3A52Z&se=2026-11-03T08%3A52%3A52Z&sr=c&sp=r&sig=UglQSvS3VDF5RO9nZ%2FvHR4h9nfrY5e5u8fo%2BqE0XyHM%3D)

## Auto-Preparing Programmatically

The relevant OneSpan Sign transaction must have a Convention with a Recipient Label. This in turn implies the presence of at least one of the following Text Tag types: static position, text anchor, or PDF form field. This in turn implies that the parameters ConventionId and RecipientNLabel must be specified.

To activate the Auto-Prepare feature for a transaction programmatically:

1. Write code that will: (a) create the transaction; (b) attach to the transaction a suitable Convention, suitable documents, suitable recipients, etc.
2. Add to that code the following URL parameter: “`AutoPrepare=1`” OR “`AutoPrepare=true`”. Your code should resemble the following example:

```plaintext
/apex/esl__package?ParentId={!Account.Id}&Name={!Account.Name}%20Agreement&
			Documents=00P36000000wwrd&ConventionId=a0836000000nfRo&
		Signer1=00336000003gBYX&Signer1Label=a0K36000001j8V&AutoPrepare=1
```
3. Create a Custom button that will run that code. Once that button is clicked, the transaction will be created, and the Send button should appear on the transaction page.

## Automatically Sending a Transaction

The following procedure uses a program to automatically send a transaction once the transaction has been created.

To automatically send a transaction once it's created:

1. Write code that will: (a) create the transaction; (b) attach to the transaction a suitable Convention, suitable documents, suitable recipients, etc.
2. Add to that code the following URL parameter: “`Send=1`” OR “`Send=true`”. Your code should resemble the following example:

```plaintext
/apex/esl__package?ParentId={!Account.Id}&Name={!Account.Name}%20Agreement&
			Documents=00P36000000wwrd&ConventionId=a0836000000nfRo&
		Signer1=00336000003gBYX&Signer1Label=a0K36000001j8V&Send=1
```
3. Create a Custom button that will run that code. Once that button is clicked, the transaction will automatically be sent after it is created.