Getting Started as a Sender
- 07 Oct 2024
- 3 Minutes to read
- DarkLight
- PDF
Getting Started as a Sender
- Updated on 07 Oct 2024
- 3 Minutes to read
- DarkLight
- PDF
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This section describes the following topics, which should help you get started using the New User Experience:
Logging In
To confirm that you have the third-party software required to log in to OneSpan Sign, see the Minimum Software Requirements.
If you don't yet have a OneSpan Sign account, see Signing Up to sign up for a free trial account.
If you do have a OneSpan Sign account, go to your Login Page to log in and get started.
This client has an extensive header made up of several user-agent strings. Ua-parser-js imposes a strict limit of 500 characters. Consequently, the parsing does not succeed, and signer-ui provides a JSON object that includes the sessionId.
System Navigation
Once you log in, the menu bar across the top of your screen enables you to access the following aspects of the application. From left to right, the Menu Bar displays the following controls:
Menu Item | Description |
|---|---|
Dashboard | The Dashboard provides a summary of account information, and a quick view of recent transactions. |
Transactions | A transaction is the experience of a OneSpan Sign user as they review, accept, sign, and potentially download documents. These can be fully managed from the Transactions page. |
Templates | Templates enable you to predefine recipients, documents, and signature fields. Reusing templates enables you to automate future transactions. You can also define Layouts, which enable you to save and reuse prepared documents. These can be managed from the Templates page. |
Reports | Reports display the number of transactions for each sender on an account. Reports can be viewed only by the account owner and by OneSpan Sign Admins. This information can be accessed from the Account Summary Report page. |
Admin | The Admin menu provides access to various Administrator functions. Items in the Administrator menu are available based on your account permissions. |
My Account
All users can access the My Account pages, from where they can modify their Personal Information and Password, and can configure a Signature. These pages can be accessed by: (1) clicking the person-shaped icon in the top-right corner; (2) selecting My Account from the drop-down menu that appears.
Admin Page
The Admin drop-down menu in the New User Experience enables Account Administrators to view and configure system settings. Depending on the account's pre-configured settings, some or all of the following sections will appear in that menu.
Menu Item | Description |
|---|---|
User Management | |
Users | Enables an Administrator to view and manage any user who can access a OneSpan Sign account managed by the Admin. This option appears only if Roles and Permissions have been enabled (to arrange this, contact our Support Team). |
Senders | Enables an Administrator to view and manage an account's senders. This option appears only if Roles and Permissions have been disabled (to arrange this, contact our Support Team). |
Roles | Enables an Administrator to view and manage a sender’s roles. The system-defined roles for senders are Admin, Manager, and Sender. The default role of a new sender is Sender. This option appears only if Roles and Permissions have been enabled (to arrange this, contact our Support Team). |
Groups | Enables an Administrator to view and manage an account's groups. |
Application Settings | |
Security Settings | Enables an Administrator to configure a password policy for an account. |
Custom Fields | Enables an Administrator to manage Custom Fields for an account. |
Signing | Enables an Administrator to manage the appearance of various elements that appear in the Signer Experience. |
Data Retention | Enables an Administrator to manage the retention of data on their account. |
Sent Transactions Expiry Time | Enables an Administrator to change the expiry time for their account's transactions that are in the state Sent. |
Journal | Enables an Administrator to view and manage an account's IPEN settings, if this feature is enabled in the account. |
Integration | |
API Access | Enables an Administrator to: (1) view an account's API Key; (2) create a Client App that will permit secure but short-lived API Tokens to be used for authentication. |
Event Notification | Enables an Administrator to configure Event Notifications. |
Subscription | |
Subscription | Displays information about a customer account. |
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