Self-Service Account Configuration
- 08 Oct 2024
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Self-Service Account Configuration
- Updated on 08 Oct 2024
- 4 Minutes to read
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OneSpan Sign has numerous settings that can be configured to optimize its operation in your environment. By using the Account Configuration page, you can configure many of these settings yourself. The following procedure describes how to do so.
Additional settings can be configured by contacting our Support Team.
To configure OneSpan Sign settings yourself:
In the Sender part of the New User Experience, click Admin > Account Configuration. The Account Configuration page appears.
Enable or disable settings as you wish by selecting or clearing the checkbox next to each setting.
For help finding a specific setting, use the Search bar at the top of the page. Note that searching within this page now returns any sub-settings of a returned search result, even if those sub-settings do not match the original search. For additional guidance, see the next section.
Click Save.
Navigating the Account Configuration Page
The left pane of the Account Configuration page displays the following sets of items:
Feature Settings
The following table describes the types of Feature Settings that appear on the right pane of the Account Configuration page.
Feature Setting | Description |
|---|---|
General | Various general features (e.g., Group Management, In-App Reporting) |
Document Preparation | Document-preparation features that a Sender can use when they create a transaction |
Document Security | A setting that flattens documents for recipients |
Authentication | Various User Authentication settings |
Signing | Various signing options (e.g., mobile-signing options, Consent document behavior) Within this section you can allow signers to download evidence summaries. Evidence summary documents contain Personally Identifiable Information (PII). Allowing signers to download evidence summary documents should be done with caution. |
In-Person esigning | Settings for In-Person signing |
Email Documents | Settings that determine if and how signed documents and Evidence Summaries are sent by email |
Transaction Settings
The following table describes the types of Transaction Settings that appear on the right pane of the Account Configuration page.
Transaction Setting | Description |
|---|---|
General | General features that operate when recipients interact with a transaction |
Declining to Sign | Settings that determines if and how recipients can decline to sign a transaction |
Signature Settings | Settings that control various aspects of signatures (e.g., how signatures are displayed) |
In Person/Notary Configuration | Settings that determine how In-Person and Notary transactions are conducted (e.g., the use of affidavits) |
Sender | Miscellaneous options that can be made available to Senders when they create a transaction (e.g., Document Extraction, Text Tag Extraction, Screen Reader accessibility, font size) |
Global Actions | Settings that determine Document Download and Evidence Summary behavior |
Signing UI Options
These options govern various aspects of the Signer Experience. The following table describes the types of options that appear on the right pane of the Account Configuration page.
Signing UI Option | Description |
|---|---|
Overview Options | Options that control the display of the Transaction Overview page |
Complete Summary Options | Options that control the display of the Transaction Summary page |
InPerson Welcome Options | Options that control the display of the in-person Welcome page. |
InPerson Host Thank you Options | Options that control the display of the in-person Thank You page |
Notary Welcome Options | Options that control the display of the notary Welcome page |
Notary Host Thank you Options | Options that control the display of the notary Thank You page |
VR Overview Options | Options that control the display of the Virtual Room's Overview page |
System Settings
The following table describes the System Settings that appear on the right pane of the Account Configuration page.
System Setting | Description |
|---|---|
Maximum login attempts for sender | Specifies an account sender's maximum number of failed login attempts. Once this number is reached, the sender account will be locked. |
Session expiry | Specifies how long the session of an account sender or recipient will remain active (maximum = 10 hours). |
Session expiry warning | Specifies how long before session expiry recipients will be warned that their session is about to expire (maximum = 10 hours). |
Default name order | Specifies the order in which names are displayed. For example, First name, Last name, versus Last name, First name. Note that for signers, the change will only apply to newly added signers within new or existing transactions. |
Designer Settings
The following table describes the types of Designer Settings that appear on the right pane of the Account Configuration page.
Designer Setting | Description |
|---|---|
General | Settings that determine what general actions senders can take in the Designer |
Documents | Settings that determine how senders can configure documents in the Designer |
Recipients | Settings that determine how senders can configure recipients in the Designer |
Layouts | Settings that determine how senders can configure layouts in the Designer |
Upload Settings
The Upload Settings on the right pane of the Account Configuration page contain an Allowed file types field that can specify the file types that recipients will be permitted to upload as attachments.
The Upload Settings on the right pane of the Account Configuration page defines the file types that recipients can upload as attachments. If this setting is not specified, recipients will be permitted to upload the default types: "PDF", "DOC", "DOCX", "RTF", "ODT", "JPG", "JPEG", "PNG", "BMP", "TXT", "TIFF", "TIF", "GIF", "XLS", "XLSX".
If this setting is specified, only the types in its list will be permitted (those types will not be added to the list of default types).
The following file types are not allowed: "EXE", "DLL", "MSI", "DMG", "SO".
Email Reminders
The Email Reminders on the right pane of the Account Configuration page contain a Send email reminders field that can configure a default schedule for email reminders that will be sent to all recipients who have not yet finished signing.
To configure email reminders
Select Send email reminders.
Use the Send first email reminder after field to specify when the first reminder will be sent — i.e., the number of calendar days after the initial email invitation is sent.
Select the Repeats option to send multiple reminders. Then configure the following fields.
Every: Specify the number of calendar days between successive reminders. This means that reminders may fall on non-business days.
Ends after: Specify the total number of reminders to be sent.
Signature Settings
The Signature Settings on the right pane of the Account Configuration page allows you to upload a customized logo that will be displayed as a background on signatures.
To upload a new logo, drop your file into the appropriate field, or click Browse to navigate to it directly. Then click Save.
The following logo formats are supported: jpeg, jpg and png.
Supported Languages
The Supported Languages setting on the right pane of the Account Configuration page allows you to select the languages that are allowed for transaction and recipient creation.
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