Configuring Status Notifications

This section describes:

• Setting Up Notifications

• Actions Triggered by a New Notification

Setting Up Notifications

OneSpan Sign sends a notification regarding transaction status to subscribed services. The service URL is provided in the Callback URL in the OneSpan Sign Account entity record. The URL provides an exposed service that can be invoked by OneSpan Sign.

Here is an example of the Callback URL: https://eSignLive.comService/PostEvent.svc/PostELSEvent.

To configure OneSpan Sign Embedded Integration for CRM for callback notifications:

1. Specify a suitable Callback URL in the OneSpan Sign Account entity record.

2. Save that record.

3. Click Set Callback URL.

After this step has been performed, OneSpan Sign adds a notification record to the OneSpan Sign Notification entity whenever the status of a OneSpan Sign package changes.

Actions Triggered by a New Notification

When a new record is added to the OneSpan Sign Notification entity, it triggers the following actions.

• Invoke action: The ESLNotificationPostCreate plugin in the OneSpan Sign.com.Crm.Esl.Connector assembly is executed. It implements the other actions in this list.

• Update transaction status: In the record of the Dynamic CRM eSignLive Package entity, the status of the transaction is updated from the Status field in the notification record. When a transaction is completed, a notification with Package_Complete status is added to the eSignLive Notification entity.

• Update signer status: OneSpan Sign obtains the status of each signer in the transaction, and then updates: (1) the transaction's Signer Status field; (2) each signer’s Signer Status field.

• Upload signed documents to Dynamics CRM : Completed signed documents are uploaded to the eSignLive Package entity of OneSpan Sign Embedded Integration for CRM.

For more information about using Notifications in OneSpan Sign Embedded Integration for CRM, see OneSpan Sign Notifications.