Creating a Signer Workflow

To download the full code sample see our Code Share site.

When creating a transaction, you may have multiple signers required to sign several documents.  Accordingly, you may wish to control the flow of the Signer Experience. With OneSpan Sign, you can set the order in which multiple signers participate, or the order in which multiple documents are signed by a signer. The signer workflow determines the order in which multiple signers can participate in the Signer Experience. For example, a signer with a signing order 1 means that they will sign first.

Creating a Signer Workflow

In this example, there are four signers, where each signer is required to sign in order. For example, the second signer will receive a notification to sign the document only after the first signer has completed signing. The following code will do this:

.withSigner(newSignerWithEmail("signer1@xyz.com")
    .withFirstName("FirstNameSigner1")
    .withLastName("LastNameSigner1")
    .signingOrder(1))
.withSigner(newSignerWithEmail("signer2@xyz.com")
    .withFirstName("FirstNameSigner2")
    .withLastName("LastNameSigner2")
    .signingOrder(2))
.withSigner(newSignerWithEmail("signer3@xyz.com")
    .withFirstName("FirstNameSigner3")
    .withLastName("LastNameSigner3")
    .signingOrder(3))
.withSigner(newSignerWithEmail("signer4@xyz.com")
    .withFirstName("FirstNameSigner4")
    .withLastName("LastNameSigner4")
    .signingOrder(4))

Editing your Signer Workflow

After you have created your transaction, you may wish to edit the signing order. In this example, the signing order of the first two signers are changed.

The following code will do this:

DocumentPackage afterReorder = eslClient.getPackage(packageId);
afterReorder.getSigner("John.Smith@email.com").setSigningOrder(2);
afterReorder.getSigner("Patty.Galant@email.com").setSigningOrder(1);
eslClient.getPackageService().orderSigners(afterReorder);

If you've already sent your transaction, you will need to change its status to DRAFT before you can update the signer workflow.

Results

After running your code, if you login to OneSpan Sign and navigate to your transaction, you will see your signer order.

To download the full code sample see our Code Share site.  If you're unable to use FastTrack, contact our Support Team to have it enabled for your account.

When creating a transaction, you may have multiple signers required to sign several documents.  Accordingly, you may wish to control the flow of the Signer Experience. With OneSpan Sign, you can set the order in which multiple signers participate, or the order in which multiple documents are signed by a signer. The signer workflow determines the order in which multiple signers can participate in the Signer Experience. For example, a signer with a signing order 1 means that they will sign first.

In this example, there are four signers, where each signer is required to sign in order. For example, the second signer will receive a notification to sign the document only after the first signer has completed signing. The following code will do this:

Creating a Signer Workflow

In this example, there are four signers, where each signer is required to sign in order. For example, the second signer will receive a notification to sign the document only after the first signer has completed signing. The following code will do this:

.WithSigner(
    SignerBuilder.NewSignerWithEmail("signer1@xyz.com")
        .WithFirstName("FirstNameSigner1")
        .WithLastName("LastNameSigner1")
        .SigningOrder(1)
)
.WithSigner(
    SignerBuilder.NewSignerWithEmail("signer2@xyz.com")
        .WithFirstName("FirstNameSigner2")
        .WithLastName("LastNameSigner2")
        .SigningOrder(2)
)
.WithSigner(
    SignerBuilder.NewSignerWithEmail("signer3@xyz.com")
        .WithFirstName("FirstNameSigner3")
        .WithLastName("LastNameSigner3")
        .SigningOrder(3)
)
.WithSigner(
    SignerBuilder.NewSignerWithEmail("signer4@xyz.com")
        .WithFirstName("FirstNameSigner4")
        .WithLastName("LastNameSigner4")
        .SigningOrder(4)
)

Editing your Signer Workflow

After you have created your transaction, you may wish to edit the signing order. In this example, the signing order of the first two signers are changed.

afterReorder = eslClient.GetPackage(packageId);
afterReorder.GetSigner(email2).SigningOrder = 1;
afterReorder.GetSigner(email1).SigningOrder = 2;
eslClient.PackageService.OrderSigners(afterReorder);

If you've already sent your transaction, you will need to change its status to DRAFT before you can update the signer workflow.

Results

After running your code, if you login to OneSpan Sign and navigate to your transaction, you will see your signer order.

To download the full code sample see our Code Share site.  

When creating a transaction, you may have multiple signers required to sign several documents.  Accordingly, you may wish to control the flow of the Signer Experience. With OneSpan Sign, you can set the order in which multiple signers participate, or the order in which multiple documents are signed by a signer. The signer workflow determines the order in which multiple signers can participate in the Signer Experience. For example, a signer with a signing order 1 means that they will sign first.

Creating a Signer Workflow

In this example, there are four signers, where each signer is required to sign in order. For example, the second signer will receive a notification to sign the document only after the first signer has completed signing. The following code will do this:

// Method1: add signing order when creating role
ESignLiveAPIObjects.Role role1 = new ESignLiveAPIObjects.Role();
role1.id = 'signer1';
role1.index = 1;
role1.signers = sdk.createRolesSigner('FirstNameSigner1', 'LastNameSigner1', 'signer1@xyz.com', 'Applicant', 'xxx Company');
sdk.helper.createRole(packageId, role1);

ESignLiveAPIObjects.Role role2 = new ESignLiveAPIObjects.Role();
role2.id = 'signer2';
role2.index = 2;
role2.signers = sdk.createRolesSigner('FirstNameSigner2', 'LastNameSigner2', 'signer2@xyz.com', 'Director', 'ABC Bank');
sdk.helper.createRole(packageId, role2);

ESignLiveAPIObjects.Role role3 = new ESignLiveAPIObjects.Role();
role3.id = 'signer3';
role3.index = 3;
role3.signers = sdk.createRolesSigner('FirstNameSigner3', 'LastNameSigner3', 'signer3@xyz.com', 'Applicant', 'xxx Company');
sdk.helper.createRole(packageId, role3);

ESignLiveAPIObjects.Role role4 = new ESignLiveAPIObjects.Role();
role4.id = 'signer4';
role4.index = 4;
role4.signers = sdk.createRolesSigner('FirstNameSigner4', 'LastNameSigner4', 'signer4@xyz.com', 'Director', 'ABC Bank');
sdk.helper.createRole(packageId, role4);

Editing your Signer Workflow

After you have created your transaction, you may wish to edit the signing order. In this example, the signing order of the first two signers are changed.

sdk.setSigningOrder('packageId', 'signer1', 2);
sdk.setSigningOrder('packageId', 'signer2', 1);

If you've already sent your transaction, you will need to change its status to DRAFT before you can update the signer workflow.

Results

After running your code, if you login to OneSpan Sign and navigate to your transaction, you will see your signer order.