Video Tutorials

The following videos describe how to use various OneSpan Sign features.

E-Signature Basics

• Getting Started with OneSpan Sign (for Admins)

• How to Create and Save a Handwritten Signature

• How to Send a Document

• How to E-Sign a Document from Email

• How to E-Sign a Document from the Dashboard

• How to Use Dashboards to Manage E-Signature Transactions

Requesting E-Signatures

• How to Authenticate Signers

• How to Use Optional Signatures

• How to Use Reminders and Expirations

• How to Use Conditional Fields

• How to Obtain Handwritten Signatures Using the Capture Signature Option

E-Signing Documents

• How to Reassign Signing Privileges

• How to E-Sign a Document From E-Mail

• How to E-Sign a Document From the Dashboard

• How to Use Group Signing

• How to E-Sign Transactions with Digital Certificates

• How to Upload an Image of a Signature

• How to Upload an Attachment

Templates and Layouts

• How to Create and Use Templates

• How to Create and Use Layouts

Advanced Features

• How to Use Bulk Send

• How to Use Access Delegation

• How to Use Document Visibility

• How to Use Fast Track

• How to Automatically Extract Signature Fields Using Text Tags

• How to use SMS Authentication for In-person Signing Scenarios

Virtual Room

• How to get started with OneSpan Sign Virtual Room

The following videos are intended to help you use our OneSpan Sign Connectors.

Workflow Integrations

• How to use the OneSpan Sign eSignature integration for Salesforce

• How to use the OneSpan Sign eSignature integration for Dynamics

• How to initiate the signing process from Google Drive

• How to use OneSpan’s eSignature integration for Greenhouse

• How to use OneSpan’s eSignature integration for Workday

Embedded Integrations

• How to Use the OneSpan Sign Print Driver 2.1

• Creating a OneSpan Sign Package in Salesforce

• How to Use E-Signatures in OneSpan Sign Embedded Integration for CRM

• How to Use OneSpan Sign Embedded Integration for Microsoft SharePoint

• How to Get Started with OneSpan Sign Embedded Integration for Box

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