Not all OneSpan Sign features are supported by an integration with this Connector. However, most if not all, features supported by this integration can be found in this Connector's documentation. For questions about a specific feature, please ask in our Forums. If a feature you're looking for is not supported, please let your sales contact know so that an official request can be made.
All of the following must be true before you are able to configure OneSpan Sign Embedded Integration for Salesforce:
You are a Salesforce System Administrator.
You have one of the following Salesforce Editions:
Professional
Enterprise
Unlimited
Developer
The user who will become a OneSpan Sign System Administrator has the profile of a Salesforce System Administrator.
You have either a OneSpan Sign admin username and password (recommended) or a OneSpan Sign API key.
In Salesforce, Chatter must be enabled to use the OneSpan Sign Embedded Integration for Salesforce application.
You have a OneSpan Sign Enterprise plan. If you don't yet have an account, you can reach out to a OneSpan Sign representative, by clicking here here.
Your configuration settings depend on the URL you use to log in. If you are uncertain about which URL to use, please refer to the email you received when you signed up, and follow the link Log into your account. You will be directed to a login page, and your login URL will appear in your browser's address bar.
You must provide the URL of a OneSpan Sign server.
To explore and test this integration, you can connect to our Sandbox environment. Once you are ready, you can connect to our Production environment. To connect to the OneSpan Sign Production Environment, you must purchase a Production Account.
For more information on which Environment URLs you should use to connect to, and which IP addresses need to be whitelisted to do so, see Environment URLs and IP Addresses.