User Guide

2013 2015 2016 2013 Managing Documents This section describes the following topics, which are relevant to managing documents:xxx Adding Documents Changing the Document Order Deleting Documents Adding Documents ...

2013 2015 2016 2013 A signer is a person who has been designated to sign one or more documents in a package. A package's signers are displayed in its Signers list. By default, the package owner is listed as a signer. Other signers ca...

OneSpan Sign supports two types of "Conventions" — Field Mappings and Text Tags . Users with OneSpan Sign Template Admin permissions can define both types. Conventions can have multiple Signer Labels (associated with signers) and multiple ...

2013 2015 2016 2013 To create a package: Starting from the Dashboard, click OneSpan Sign > OneSpan Sign Packages . A page lists all existing packages. On the ribbon , click NEW . A new page appears In the Package ...

2013 2015 2016 2013 Creating a Package from a Template To use an existing template to create a package : On the OneSpan Sign toolbar, click Workplace >OneSpan Sign Templates . Click the saved template you want to use. ...

2013 2015 2016 2013 To create a package template : On the top Navigation Menu, click Templates . Your existing templates appear under Package Templates . To create a new template, in the ribbon click New . The New OneSpan S...

2013 2015 2013 OneSpan Sign Packages pages do not refresh automatically when you navigate to them from another page. In that situation, you must refresh the page manually to view its latest changes. Dashboard From the Dashboard , you c...

After the connector is installed, an Administrator must use the following procedure to specify the language it will use. The procedure can be performed again later to change that language. To specify the language that the connector will use: ...

2013 2015 2016 2013 The Packages Page The Packages page displays information about each package, such as: The package's completion status The package's owner The package's expiry date Date when the package was created D...

To view all active OneSpan Sign Plugin Commands that can be executed in OneSpan Sign Embedded Integration for CRM : Log into OneSpan Sign Embedded Integration for CRM as a user with Administrator privileges. Navigate to OneSpan Sign >...

2013 2015 2016 2013 Once documents and signers have been added to a package, you can start adding Signature Boxes and fields to each document. Signature Boxes are the places where a signer must sign, while fields contain associated infor...

2013 2015 2013 Reports From the Reports page, you can: View the number of Prepared , Sent , Completed , Archived , Declined or Trashed packages on your account Expand each package to display its documents and signers To...

2013 2015 2016 2013 Signing Documents If a package owner distributes a package with one or more documents you need to sign, you will receive an email which indicates that you have been added to the package as a signer. The email will in...

2013 2015 2016 2013 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 ...

Dynamics CRM administrators can link the record of a Standard Entity or Custom Entity to a OneSpan Sign package. After that relationship is created, a OneSpan Sign sub-grid should be added to the entity's form. That sub-grid enables Dynamics CRM ...