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 SFTP servers, you can boost employee productivity and eliminate manual work by initiating signing processes directly from your SFTP Workspace. Once documents are eSigned, they are automatically stored within the defined SFTP location, lightening the workload and enhancing record keeping, compliance, and auditability.
Creating a transaction using OneSpan Sign for SFTP
The following provides a basic overview of the steps that you would take to complete a digital agreement using OneSpan Sign for SFTP.
Using OneSpan Sign, create and send the transaction.
The recipients of your transaction will then get a notification inviting them to sign the documents.
After all documents are signed, the completed transaction, including the evidence summary, is automatically saved in the defined SFTP folder.
Once all required signatures are captured, the documents and evidence summary are automatically marked as Completed and securely stored within a designated SFTP folder.
This folder 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 the location of your choice.
The use of multiple signers, signing orders, and signer authentication is not supported in this integration.