---
title: "Creating a Transaction"
slug: "creating-a-transaction"
updated: 2026-06-09T12:06:46Z
published: 2026-06-09T12:06:46Z
canonical: "docs.onespan.com/creating-a-transaction"
---

> ## 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.

# Creating a Transaction

[2013](/v1/docs/creating-a-transaction#2013) [2015](/v1/docs/creating-a-transaction#2015) [2016](/v1/docs/creating-a-transaction#2016)

## 2013

### To create a package:

1. Starting from the Dashboard, click OneSpan Sign > OneSpan Sign Packages. A page lists all existing packages.

![](https://cdn.document360.io/038f59a7-abd0-4c14-9de7-3434d28b49fd/Images/Documentation/ug1(1).png)
2. On the ribbon, click NEW. A new page appears

![](https://cdn.document360.io/038f59a7-abd0-4c14-9de7-3434d28b49fd/Images/Documentation/ug3(1).png)
3. In the Package Details section, give the package a Name. The name should identify the package's contents (e.g., Mortgage Renewal Documents).

![](https://cdn.document360.io/038f59a7-abd0-4c14-9de7-3434d28b49fd/Images/Documentation/ug4(1).png)
4. Optional: If you want to base the package on an existing template, choose a template from the Based on Template menu.
5. Optional: Enter a Description of the package.
6. Optional: Associate the package with an Account or an Opportunity.
7. Optional: Click Advanced Options if you want to use any of the following parameters:
  - Expiration Date — Specifies a date by which all documents are to be signed.
  - Language — Specifies the language to be used in the package.
  - Email Message — Creates an email message to be sent to all signers.
  - In Person Signing — Enables in-person signing.
  - Review After Completion — Enables the review of a package before it's marked as Complete.
  - Enforce Signer Order — Enforces an order in which signers must sign the package.

![](https://cdn.document360.io/038f59a7-abd0-4c14-9de7-3434d28b49fd/Images/Documentation/ug5(1).png)
8. On the ribbon, click SAVE.

## 2015

### To create a package:

1. Starting from the Dashboard, click OneSpan Sign > OneSpan Sign Packages. A page lists all existing packages.

![](https://cdn.document360.io/038f59a7-abd0-4c14-9de7-3434d28b49fd/Images/Documentation/ug2.png)
2. On the ribbon, click NEW. A new page appears.

![](https://cdn.document360.io/038f59a7-abd0-4c14-9de7-3434d28b49fd/Images/Documentation/ug3(1).png)
3. In the Package Details section, give the package a Name. The name should identify the package's contents (e.g., Mortgage Renewal Documents).

![](https://cdn.document360.io/038f59a7-abd0-4c14-9de7-3434d28b49fd/Images/Documentation/ug4(1).png)
4. Optional: If you want to base the package on an existing template, choose a template from the Based on Template menu.
5. Optional: Enter a Description of the package
6. Optional: Associate the package with an Account or an Opportunity.
7. Optional: Click Advanced Options if you want to use any of the following parameters:
  - Expiration Date — Specifies a date by which all documents are to be signed.
  - Language — Specifies the language to be used in the package.
  - Email Message — Creates an email message to be sent to all signers.
  - In Person Signing — Enables in-person signing.
  - Review After Completion — Enables the review of a package before it's marked as Complete.
  - Enforce Signer Order — Enforces an order in which signers must sign the package.

![](https://cdn.document360.io/038f59a7-abd0-4c14-9de7-3434d28b49fd/Images/Documentation/ug5(1).png)
8. On the ribbon, click SAVE.

## 2016

A OneSpan Sign *document package* is a container for related documents that need to be signed. In general, such packages contain one or more documents (up to ten) and one or more signers. The sender of a package generally performs the following procedures:

- [Creating a Package](/v1/docs/creating-a-transaction#to-create-a-package2)
- [Adding and Managing Documents](/v1/docs/adding-documents#managing-documents2)
- [Managing Signers](/v1/docs/adding-signers#2016)
- [Preparing and Sending Packages](/v1/docs/preparing-sending-transactions)

### To create a package:

1. From the Dashboard, navigate to OneSpan Sign > OneSpan Sign Packages. A page lists all existing packages.
2. On the ribbon, click NEW. A new page appears.

![](https://cdn.document360.io/038f59a7-abd0-4c14-9de7-3434d28b49fd/Images/Documentation/image5(2).png)
3. In the Package Details section, type a suitable Name for the package. The name should identify the package's contents (e.g., Mortgage Renewal Documents)
4. If you want to base the package on an existing template, select a template from the Based On Template menu. For further information, see [Creating a Package from a Template](/v1/docs/using-a-template#creating-a-package-from-a-template2).
5. Optional: Enter a Description of the package.
6. Optional: If you want to associate the package with an Entity Record, select a Related Entity and a Related Record.
7. Optional: Click Advanced Options if you want to use any of the following parameters:
  - Language — Specifies the language to be used in the package.
  - Expiration Date — Specifies a date by which all documents are to be signed.
  - Email Message — Creates an email message to be sent to all signers.
  - Convention — Specifies a OneSpan Sign Convention to be applied to the package.
  - Auto-Prepare with Text Tags — Enables the package to be automatically prepared with previously defined Text Tags.
  - Insert Dynamics CRM Values — Specifies that after the package is prepared, Text Tag values will be inserted from OneSpan Sign Embedded Integration for CRM.
  - In Person Signing — Enables in-person signing.
  - Enforce Signer Order — Enforces an order in which signers must sign the package.
  - Review After Completion — Enables the review of a package before it's marked as Complete.
8. On the ribbon, click SAVE.