Sending Documents for Signing

This section describes:

• Uploading Documents or Folders to Box

• Deleting Documents or Folders from Box

• Sending Files for Signing with OneSpan Sign

• Creating a Transaction

Uploading Documents or Folders to Box

To upload documents to your Box account:

1. To upload a file, click Upload > Upload Files .

2. To upload a folder and all its contents, click Upload > Upload Folders .

OneSpan Sign supports the following document types:

• Adobe's Portable Document Format (*.pdf) — PDFs on which OneSpan Sign can act generally have at least these permissions enabled: (1) Changing the Document; (2) Signing; (3) Filling of form fields.

• Microsoft Word (*.doc or *.docx)

• Open Office  (*.odt)

• Text  (*.txt)

• Rich Text Format (*.rtf)

In addition, the OneSpan Sign Print Driver supports any document that can be printed from a Windows-based application (e.g.,  Microsoft Word, Microsoft Excel, Microsoft PowerPoint).

File Size Constraints

• The maximum size of a single document is 16 MB. Smaller documents yield better performance — we recommend under 5 MB per document.

• If your organization uses Salesforce or Microsoft SharePoint connectors, the file size maximum is 5 MB per document.

• If your organization uses Salesforce connectors, the maximum number of documents that can be added to a transaction is ten (10).

• If you enable email delivery while configuring a recipient, attachments larger than 5 MB are not supported.

File Name Constraints

• Document file names should not contain any of the following comma-separated characters: *, /, \, :, <, >, |, ?, ".

• A document's name cannot contain the string esigned.

General File Constraints

• We recommend that you do not use PDF documents that make use of XML Forms Architecture. For more information, see  XFA Support.

• Do not upload password-protected or corrupted documents. These will generate an error.

• OneSpan strongly recommends that you scan a PDF for syntax errors  (e.g., by using Adobe's Preflight tool), and resolve any errors before you add the document to a transaction.

• PDFs with the NeedAppearances flag set to true are not currently supported.

Deleting Documents or Folders from Box

To delete documents or folders from your Box account:

1. Select the check boxes next to the files or folders you want to delete.

2. Click Delete.

Sending Files for Signing with OneSpan Sign

This section describes:

• Sending a Single Document for Signing

• Sending Multiple Documents for Signing

Sending a Single Document for Signing

To distribute  a single document from your Box account for signing:

1. Right-click the relevant file, and select More Actions > Send with OneSpan Sign.

   Alternatively, if your Box documents are displayed in List View, you could click More Options > More Actions > Send with OneSpan Sign .

2. Your document will open in OneSpan Sign's Designer, where you can add Signature Blocks and other fields to the document. To add signers and finish building a transaction, see the section Creating a Transaction below.

Sending Multiple Documents for Signing

To distribute  multiple documents from your Box account  for signing:

1. Ensure that all the documents are in a single folder on your Box account.

2. Right-click that folder, and select More Actions > Send with OneSpan Sign.

   Alternatively, if your Box documents are displayed in List View, you could click More Options > More Actions > Send with OneSpan Sign .

   All documents to be distributed for signing must be at the top level within the right-clicked folder. They cannot be in sub-directories of that folder, since those sub-directories will be ignored.

   Your documents will open in OneSpan Sign's Designer, where you can add Signature Blocks and other fields to the documents. To add signers and finish building a transaction, see the section Creating a Transaction below.

Creating a Transaction

After you click Send with OneSpan Sign in your Box account, OneSpan Sign opens. It is from here that you will finish building your transaction. For more information, see Preparing Transactions.