Creating a Transaction

To create a package:

1. Starting from the Dashboard, click OneSpan Sign > OneSpan Sign Packages. A page lists all existing packages.

   

2. On the ribbon, click NEW. A new page appears

   

3. In the Package Details section, give the package a Name. The name should identify the package's contents (e.g., Mortgage Renewal Documents).

   

4. Optional: If you want to base the package on an existing template, choose a template from the Based on Template menu.

5. Optional: Enter a Description of the package.

6. Optional: Associate the package with an Account or an Opportunity.

7. Optional: Click Advanced Options if you want to use any of the following parameters:

   • Expiration Date — Specifies a date by which all documents are to be signed.

   • Language — Specifies the language to be used in the package.

   • Email Message — Creates an email message to be sent to all signers.

   • In Person Signing — Enables in-person signing.

   • Review After Completion — Enables the review of a package before it's marked as Complete.

   • Enforce Signer Order — Enforces an order in which signers must sign the package.

     

8. On the ribbon, click SAVE.

To create a package:

1. Starting from the Dashboard, click OneSpan Sign > OneSpan Sign Packages. A page lists all existing packages.

   

2. On the ribbon, click NEW. A new page appears.

   

3. In the Package Details section, give the package a Name. The name should identify the package's contents (e.g., Mortgage Renewal Documents).

   

4. Optional: If you want to base the package on an existing template, choose a template from the Based on Template menu.

5. Optional: Enter a Description of the package

6. Optional: Associate the package with an Account or an Opportunity.

7. Optional: Click Advanced Options if you want to use any of the following parameters:

   • Expiration Date — Specifies a date by which all documents are to be signed.

   • Language — Specifies the language to be used in the package.

   • Email Message — Creates an email message to be sent to all signers.

   • In Person Signing — Enables in-person signing.

   • Review After Completion — Enables the review of a package before it's marked as Complete.

   • Enforce Signer Order — Enforces an order in which signers must sign the package.

     

8. On the ribbon, click SAVE.

A OneSpan Sign document package is a container for related documents that need to be signed. In general, such packages contain one or more documents (up to ten) and one or more signers. The sender of a package generally performs the following procedures:

• Creating a Package

• Adding and Managing Documents

• Managing Signers

• Preparing and Sending Packages

To create a package:

1. From the Dashboard, navigate to OneSpan Sign > OneSpan Sign Packages. A page lists all existing packages.

2. On the ribbon, click NEW. A new page appears.

   

3. In the Package Details section, type a suitable Name for the package. The name should identify the package's contents (e.g., Mortgage Renewal Documents)

4. If you want to base the package on an existing template, select a template from the Based On Template menu. For further information, see Creating a Package from a Template.

5. Optional: Enter a Description of the package.

6. Optional: If you want to associate the package with an Entity Record, select a Related Entity and a Related Record.

7. Optional: Click Advanced Options if you want to use any of the following parameters:

   • Language — Specifies the language to be used in the package.

   • Expiration Date — Specifies a date by which all documents are to be signed.

   • Email Message — Creates an email message to be sent to all signers.

   • Convention — Specifies a OneSpan Sign Convention to be applied to the package.

   • Auto-Prepare with Text Tags — Enables the package to be automatically prepared with previously defined Text Tags.

   • Insert Dynamics CRM Values — Specifies that after the package is prepared, Text Tag values will be inserted from OneSpan Sign Embedded Integration for CRM.

   • In Person Signing — Enables in-person signing.

   • Enforce Signer Order — Enforces an order in which signers must sign the package.

   • Review After Completion — Enables the review of a package before it's marked as Complete.

8. On the ribbon, click SAVE.

Video Tutorial: How to Use e-Signatures in OneSpan Sign Embedded Integration for CRM