Fast Track

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 workflow by providing a link that you can embed in an email or on a web page. The Signing and Sending URLs can be saved and bookmarked for future transactions.

For documents that require input from a single signer, you should use:

• Signing URL: Displays a read-only version of the Signing URL. You can copy this URL and then email it to signers, and/or bookmark it for future use. Upon navigating to the Signing URL, signers are prompted to input their first name, last name, and email address. They are not authenticated through their email address, so it's critical that you send the Signing URL only to its intended recipients. This field is hidden if more than one signer placeholder exists in the template.

• Signing URL QR Code: Displays the QR Code of the Signing URL. Hovering over the QR Code enables you to save an image of it. This field is hidden if more than one signer placeholder exists in the template.

• The link leads signers into the Signer Experience to collect their e-signatures.

For documents that require signatures from multiple signers, you should use:

• Sending URL: Displays a read-only version of the Sending URL. You can copy this URL and then email it to your desired sender, and/or bookmark it for future use.

• Sending URL QR Code: Displays the QR Code of the Sending URL. Hovering over the QR Code enables you save an image of it.

• Upon navigating to the Sending URL, the sender is asked to specify the first name, last name, and email address of the Signers. This is important because specific people may need to sign in specific fields within the document (i.e., sellers vs. buyers). The Sender can distribute the documents to the Signers to collect e-signatures.

If one of the Signers already has an existing OneSpan Sign account then the First and Last Names that exist on their account will be used in the transaction, no matter what names are used during the creation of the Fast Track transaction.

Prerequisites to use Fast Track:

• Fast Track must be enabled on your account by an administrator.

• You must create a template to be used for the Fast Track transactions.

• The template must contain at least one placeholder recipient and a document that includes a Signature Field for that placeholder recipient.

• If you are using more than one signer placeholder, you must use a Sender URL for the Fast Track feature because the sender must identify the placeholders Signer 1, Signer 2, etc.

• The sender doesn't need to have a OneSpan Sign account, or to be logged into OneSpan Sign when they distribute the transaction.

• The Sending URL can even be used to send a transaction template to a third-party sender, who will then be the one to specify the signers' credentials.

• The name of the template will be visible to the Signers that receive the Fast Track links. Give your template a name that is both appropriate and informative to your customers.

Supported Languages

If the list of supported languages has been limited note the following:

• Users will not be allowed to generate new Fast Track URLs for templates having an unsupported language. 

• The Fast Track option will be hidden from the sender UI (on the Templates list page as well as within the Template Edit page).

• Attempting to generate a Fast Track URL from the API for a template with an unsupported language will throw an error.

• Already generated Fast Track URLs for templates with a now unsupported language will still be accessible. However, on trying to Login, users will be presented with an error stating the language is no longer supported.

Obtaining URLs for Distribution

To obtain a Signing URL or Sending URL for Fast Track distribution:

1. In the OneSpan Sign menu bar, click Templates. The Templates page appears.

2. Locate the template you want to send via Fast Track. From here, there are two ways to obtain the URLs:

   1. In the line for your desired template, click the ellipsis (...) under Actions and click Fast Track URLs.

   2. Click the name of the desired template, scroll to the Template Details section and click the Fast Track URLs icon ().

3. Copy one or more of the following items:

   • Signing URL: This URL is hidden if the template contains more than one Signer Placeholder.

   • Signing QR Code: This QR code is hidden if the template contains more than one signer placeholder. Hover over the QR Code to save an image of it.

   • Sending URL: If your transaction requires more than one signer, use this Sending URL. It enables the sender to input the actual names and credentials of the signers needed to complete a transaction.

   • Sending URL QR Code: Displays the QR Code of the Sending URL. It enables the sender to input the actual names and credentials of the signers needed to complete a transaction. Hover over the QR Code to save an image of it.

Responding to a Signing URL

To respond to a Signing URL:

1. Navigate to the Signing URL. A page appears with the following fields.

   • First Name: The signer’s first name. This is a required field.

   • Last Name: The signer’s last name. This is a required field.

   • Email: The signer’s email address. This is a required field. The link to the documents requiring signatures will be sent to this email address.

   • Title: The title of the signer as it will appear on the documents sent for e-signature.

   • Company: The company represented by the signer as it will appear on the documents sent for e-signature.

2. Type the credentials for the signer.

3. Once you've entered the above credentials, click Submit. The Signer Experience for the transaction will open.

Responding to a Sending URL

To respond to a Sending URL:

1. Navigate to the Sending URL. You are asked — as the sender — to specify credentials for the signers. Specifically, a page appears with the following fields:

   • First Name: The signer’s first name. This is a required field.

   • Last Name: The signer’s last name. This is a required field.

   • Email: The signer’s email address. This is a required field. The link to the documents requiring signatures will be sent to this email address.

   • Title: The title of the signer as it will appear on the documents sent for e-signature.

   • Company: The company represented by the signer as it will appear on the documents sent for e-signature.

2. Type the credentials for each signer.

   If multiple placeholders are defined, a section will be provided for each signer.

3. Once the credentials have been entered, click Submit. A confirmation message displays saying that an invitation will be sent to all of the participants.

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