Integrator's Guide

OneSpan Sign also has an out-of-the-box Integration Platform that allows you to use a single solution to connect eSignatures to your favorite business applications in an easy, secure, and cost-efficient way. For more information, see OneSpan Sign Wi...

OneSpan Sign for Dynamics CRM can automate the preparation ofOneSpan Sign transactions via a Custom Button. Before you can create such a button, you must first create a relationship between the relevant transaction ( esl_package ) and the source...

An OneSpan Sign Convention is defined by the fact that it contains one or more of the following types of objects: Text Tags : A Text Tag is an object that can insert a OneSpan Sign field (e.g., Street Address ) at particular positions in m...

A selected Convention's Text Tag can be used to insert a OneSpan Sign field at particular positions in multiple documents for multiple signers. In fact, three types of Text Tags can be used for this purpose: Positioning Fields via PDF Form F...

A Field Mapping is an object that enables the following features: Insert : This feature copies a value of a OneSpan Sign Embedded Integration for CRM field (e.g., Street Address ) into a corresponding field of a OneSpan Sign document when a ...

After a OneSpan Sign Convention has been defined, users who create transactions manually can use the Convention to automate certain tasks. Instead of having to perform those tasks manually, having them performed automatically saves users time. ...

OneSpan Sign Embedded Integration for CRM permits users to create specialized Custom Entities . Administrators can use these entities to perform the following procedures: Creating a transaction Using a Custom Entity Adding a Sub-Grid...

Whenever the status of a OneSpan Sign transaction changes, a notification is sent to OneSpan Sign Embedded Integration for CRM. This section describes: Setting Up Notifications Actions Triggered by a New Notification Setting Up Noti...

All entities can be modified using the OneSpan Sign Embedded Integration for CRM API. The API in OneSpan Sign Embedded Integration for CRM can be accessed through the organization service called organization.svc . By navigating to Settings >&n...

By modifying the Site Map menu of OneSpan Sign Embedded Integration for CRM , you can add Entities and OneSpan Sign records to the OneSpan Sign area. To modify the Site Map menu, do one of the following: Install the eslConnectorSiteMap_1_0_0_...

You may need to adjust the paths of the src attributes in the We recommend that integrators favour relative paths over fixed or absolute paths. The following example uses minimal error handling. Each integrator should ensure that the code th...