New UX Admin

The Senders page enables you, as an Admin, to manage the list of senders associated with your account. If Roles and Permissions have been enabled for your account, you have access to Manage Users rather than Manage Senders . This option ...

The Users page enables you to manage the users associated with your account. This functionality is available to Admins (or to any role that has the appropriate permissions). The Users page replaces the Senders page if Roles and Permissions ...

The Roles page enables you to create and manage the roles associated with your account. This functionality is available to Admins (or to any role that has the appropriate permissions). A Role consists of a set of permissions. Once a role create...

To see and manage groups, you must have either an Admin or Manager role . Sometimes it's convenient to share requests for signatures among the members of a group. For example, it might be convenient to treat the pharmacists in a particular ph...

Access the Subscription page by clicking Admin > Subscription . The Subscription page displays the following information about your account: To modify your plan or discuss plan options, call Phone: 1-855-MYESIGN. If you are in a Sandbo...

Transactions may be permanently deleted after a defined retention period. You can configure OneSpan Sign to keep transactions left in various statuses for an unlimited or set period of time. For example, your organization may want to keep completed...

The Sent Transactions Expiry Time page enables an Admin to specify the default and maximum expiry times for their account's transactions in the state Sent . Within the limits set by these parameters, the account's Senders can configure the amou...

The Fast Track feature from OneSpan Sign enables you to quickly distribute documents for signing using a URL or QR Code, eliminating the need to create individual transactions for your customers. Fast Track helps you automate your e-signature w...

The Bulk Send feature enables users to create and distribute multiple transactions with minimum effort by using: An eligible template, which will be used to create the transactions. A template is "eligible" if it has: At least one document...

A Custom Field is one that, at the time of signing, is automatically populated with data that is specific to the signer. For instance, a signer might have an Agent Number, and that number may need to appear in the final document next to their signa...

Remote Notarization IPEN Remote Notarization The following sections describe various aspects of OneSpan Notary's Remote Online Notarization (RON): Background Product Overview Supported Jurisdictions Enabling RON for yo...

Admins can re-brand the Signer Experience several ways. In particular, Admins can change the following elements: Logo Color Associations : Branding : The overall look-and-feel of the Signer Experience . Alerts : The appearance...

The 11.37 release of OneSpan Sign added a new permission called Transaction visibility for delegates . This permission determines which transactions a delegate can see on the account they have been delegated to manage: If a delegate has this...

This section discusses the following authentication methods that are available for use: Authentication Settings API Key and Client Apps OAuth 2.0 To use these authentication settings one of the following account features must be e...

To access the Event Notifications page: Click Admin > Event Notifications . OneSpan Sign enables integrators to be automatically notified of events that concern their account. On selected events, the system automatically issues messages to...

To create an accessible transaction or accessible template via the New User Experience , senders must map the Form Fields in added documents to recipients' OneSpan Sign fields. To map the form fields in an added document to OneSpan Sign fields as...

The Security Settings page enables Admins to specify a password policy for their account. To configure password settings you must have Enable password management enabled for your account. For more information, contact our Support Team . To ...

Enterprise Administration : The Enterprise Administration feature enables the Account Administrators in an organization to manage users, groups and accounts for their lines of business. This feature leverages the following items: Rol...