OneSpan Sign for Google Workspace
- 17 Oct 2024
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OneSpan Sign for Google Workspace
- Updated on 17 Oct 2024
- 1 Minute to read
- DarkLight
- PDF
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Manual processes can slow down your operations and introduce errors. Frequent application switching and paperwork often lead to misplaced documents, incomplete information, and data entry mistakes. However, with OneSpan Sign's out-of-the-box integration with Google Workspace , you can boost employee productivity and eliminate manual work by initiating signing processes directly from your Google Workspace. Once documents are eSigned, they are automatically stored within the defined Google Drive, lightening the workload and enhancing record keeping, compliance, and auditability.
Creating a transaction using OneSpan Sign for Google Workspace
The following provides a basic overview of the steps that you would take to complete a digital agreement using OneSpan Sign for Google Workspace.
Add a Document to Google Drive:
Add one or more documents that need to be signed to a designated folder within Google Drive. These documents need to be tagged beforehand.
Alternatively, use a OneSpan Sign template.
Create a new Google Sheet with the relevant columns related to the recipient and the transaction. These should include the:
Recipient's name
Recipient's email
Transaction name
Add a New Row in Google Sheets:
Next, add a new row to this Google Sheet and save it.
By saving this entry, the automation process is triggered in the background. Depending on your configuration, OneSpan Sign will pick up the added documents from either Google Drive or the OneSpan Sign template.
Send the transaction to the Recipients:
OneSpan Sign automatically sends the documents to the designated recipients.
Recipients will then receive email notifications prompting them to securely sign the documents.
OneSpan Sign for Google Workspace will update the Google Sheet with metadata extracted from the OneSpan Sign transaction. This includes the transaction name and ID, status of the transaction, document list, and more.
Once all required signatures are captured, the documents and evidence summary are automatically marked as Completed and securely stored within a designated folder in Google Drive.
This older consists of the signed document and its embedded audit trail. The audit trail provides a detailed overview of the entire signing process. Your organization can audit the entire signing process, including who signed the document, when it was signed, and any modifications that were made.
This automatic document management eliminates the need for manual uploading and ensures that all signed documents are securely stored in Google Drive.
This integration is available in professional and enterprise plans at no additional cost.
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