Admin Settings Tab

The Admin Settings tab can be used to configure the way users interact with OneSpan Sign Embedded Integration for SharePoint Online. From this page you can set the following options:

• Granting Access to OneSpan Sign Embedded Integration for SharePoint Online

• Document Validation Settings

• Language Settings

• Signed Document Storage

• SharePoint Document Destination

• File Rename

Granting Access to OneSpan Sign Embedded Integration for SharePoint Online

To grant user access to OneSpan Sign Embedded Integration for SharePoint Online you must configure the Sender Account Creation Method settings on the Admin tab. The following options are available:

• Automatic: Users with access to the site where OneSpan Sign Embedded Integration for SharePoint Online is installed will by default have access to this app. The first time a Microsoft SharePoint user opens the app a OneSpan Sign Embedded Integration for SharePoint Online Sender account will be created for them. This account will be created using their Microsoft SharePoint email address.

• Manual: Access to OneSpan Sign Embedded Integration for SharePoint Online must be granted to each user that you want to be able to use this app.

For information on how to manually grant access to the OneSpan Sign Embedded Integration for SharePoint Online app, or to view information on how to work with existing senders, see Managing Senders.

Existing OneSpan Sign Users

If your Microsoft SharePoint user already has a OneSpan Sign account, and the email addresses for both OneSpan Sign and Microsoft SharePoint are the same, then this user will automatically have access to OneSpan Sign Embedded Integration for SharePoint Online. However, if these email addresses do not match, then a new OneSpan Sign user account will need to be created using either the automatic or manual creation methods described above.

Document Validation Settings

Document validation settings are used to determine how documents can be used in a transaction. In this section you can set the following:

• File Types: Use the drop-down list to select the types of files, that can be used in a transaction. By default, the following file types are supported:

  • PDF

  • docx

  • doc

  • odt

  • rtf

Language Settings

After the connector is installed, an Administrator must use the following procedure to specify the language it will use. The procedure can be performed again later to change that language.

To specify the language that the connector will use:

1. Log into OneSpan Sign Embedded Integration for SharePoint Online as a user with Administrator privileges.

2. Click the Admin Settings tab.

3. From the Supported Languages drop-down list, select all the languages that you would like to make available to your users. Non-selected languages will not be available.

4. In the Default Language drop-down list, select the default language to be used by your users.

Signed Document Storage

The Signed Document Storage field determines where signed documents are ultimately stored. You have the following options:

• OneSpan Sign: Stores your signed documents in your OneSpan Sign application.

• Microsoft SharePoint: Stores your signed documents in your Microsoft SharePoint account. See SharePoint Document Destination and File Rename for more options.

SharePoint Document Destination

If you decide to store your signed documents on Microsoft SharePoint, you can store them in the following locations:

• Default Document Library: Signed documents will be stored in a default OneSpan Sign Embedded Integration for SharePoint Online document folder, typically located within your Documents folder.

• Specific Folder: Signed documents will be stored in a location of your choosing.

• Original Location: Signed documents will be stored in the same location the document was originally uploaded from.

Where the Evidence Summary of completed transactions will be stored depends upon the above choice: (1) if you store signed documents in a Specific Folder, the Evidence Summary will be stored there; (2) if you store signed documents in a Default Document Library or the Original Location, the Evidence Summary will be stored in the Default Document Library.

If you copy documents to Microsoft SharePoint and then delete any transaction to which these documents have been associated, the documents are not deleted from Microsoft SharePoint. You will need to manually delete them.

File Rename

If you decide to store your signed documents on Microsoft SharePoint, you can rename the original document to indicate that it has been changed. For example, by adding Signed to the document name.

To rename a signed document:

1. In the Signed Document Storage section, select SharePoint.

2. In the File Rename section, select Choose custom format.

3. Select from the following options:

   • Add Prefix: Enter the text that you would like to have added to the beginning of the document's file name.

   • Add Suffix: Enter the text that you would like to have added to the end of the document's file name.

   • Add Timestamp: Select either Before, or After, to have the date and time the document was signed added to the document file name.