The Transactions Page

OneSpan Sign Embedded Integration for SharePoint Online Transactions Page

A transaction is the experience of a OneSpan Sign user as they review, accept, sign, and potentially download documents. This section discusses the following elements of the Transactions page:

• Transaction List

• Transaction Folders

• Finding Transactions

To learn how to create a transaction, see Using OneSpan Sign Embedded Integration for SharePoint Online to Create a Transaction.

Transaction List

The list of transactions has the following columns:

• Transaction Name: Displays a transaction's name. Clicking the name of a transaction does one of the following:

  • If it is your turn to sign, it opens the Signer Experience for the transaction.

  • If it is not your turn to sign, it opens the transaction's main page.

• Status: Displays a transaction's status. Here are the possible statuses:

  • Draft: The transaction has not yet been sent.

  • In progress: The transaction has been distributed for signatures, but has not yet been completed.

  • Completed: The transaction has been signed by all recipients.

  • Opted out: The transaction has at least one recipient who has opted out of signing the transaction electronically.

  • Declined: The transaction has at least one recipient who has declined to sign the transaction.

  • Expired: The transaction has expired (i.e., its expiry date is in the past).

  • Archived: The transaction has been archived.

• Recipients: Displays a transaction's recipients. If a transaction has imposed a signing order, its recipients are listed in that order

• Expiry Date: Displays a transaction's expiry date.

• Created On: Displays the date the transaction was created.

• Updated On: Displays the date when a transaction was last updated.

Transaction Folders

Each of your transactions is automatically placed in one of the following folders:

• Inbox: Contains transactions that you have created and sent, as well as transactions created by others that you have signed.

• Drafts: Contains all your draft transactions.

• Archived: Contains all your archived transactions.

• Trashed: Contains all your trashed transactions.

Finding Transactions

Use any of the following methods to help you find a specific transaction:

• Search: You can search by transaction name, by a keyword in the transaction description, or by a date range within which transactions were updated.

• Sort: By default, the Transaction List is sorted in descending order of the last updated date. However, you can re-sort the list by name, by last updated date, by status, or by expiry date — and make any one of these orders ascending or descending.

• Filter: You can filter the Transaction List based on transaction status. The statuses available to serve as filters are All, Completed, Expiring soon, In progress, and Requires my signature.