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Creating a Transaction
A transaction is the experience of a OneSpan Sign user as they review, accept, sign, and potentially download documents. The sender of a transaction generally performs the following procedures: Creating a Transaction Adding Documents to ...
Updated on : 07 Oct 2024
Adding Documents to a Transaction
A transaction is the experience of a OneSpan Sign user as they review, accept, sign, and potentially download documents. The sender of a transaction generally performs the following procedures : Creating a Transaction Adding Documents ...
Updated on : 08 Oct 2024
XFA Support
OneSpan recommends against the use of XML Forms Architecture (XFA) in transaction PDFs. Instead, we recommend that you only use PDF documents that meet accepted ISO 32000-2 standards. For example, regular PDF 2.0, or PDF/A-2 documents. Using ...
Updated on : 07 Oct 2024
Configuring Recipients
A transaction is the experience of a OneSpan Sign user as they review, accept, sign, and potentially download documents. The sender of a transaction generally performs the following procedures : Creating a Transaction Adding Documents to...
Updated on : 08 Oct 2024
Configuring Recipient Authentication
A transaction is the experience of a OneSpan Sign user as they review, accept, sign, and potentially download documents. The sender of a transaction generally performs the following procedures : Creating a Transaction Adding Documents to...
Updated on : 08 Oct 2024
Using the Designer
The Designer section of the Prepare page allows you to view each document, to add signature field and other fields to it, and to assign visibility permissions to the documents. You cannot add fields to the Disclosures and Consent form autom...
Updated on : 08 Oct 2024
Adding Fields
A transaction is the experience of a OneSpan Sign user as they review, accept, sign, and potentially download documents. The sender of a transaction generally performs the following procedures : Creating a Transaction Adding Documents to...
Updated on : 08 Oct 2024
Managing Transaction Reminders
Transaction owners can: (1) configure a schedule for email reminders that will be sent automatically to all transaction recipients who have not yet signed; (2) change the Reminder Schedule for any of their transactions. This section describes: ...
Updated on : 08 Oct 2024
Delegating Access
The Access Delegation option enables a user to delegate access to their OneSpan Sign transactions to one or more other users on their account. Specifically, delegates can sign documents on behalf of the delegator, and they can access the delegator's...
Updated on : 08 Oct 2024
Virtual Room
OneSpan Sign’s Virtual Room is a virtual meeting room in which a host and signers from different locations can: (1) collaborate through a video conference call; (2) sign documents within a co-browsing session. Virtual Room offers its users the f...
Updated on : 08 Oct 2024
Downloading Signed Documents and Evidence Summaries
To learn how to create a transaction, see Creating a Transaction . Once a transaction's documents have been signed, both the signers and the Sender can download them. The Sender may also download the Evidence Summary . You may want to downlo...
Updated on : 08 Oct 2024
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