Creating a Transaction

A transaction is the experience of a OneSpan Sign user as they review, accept, sign, and potentially download documents. The sender of a transaction generally performs the following procedures:

• Creating a Transaction

• Adding Documents to a Transaction

• Adding Recipients to a Transaction

• Configuring Recipient Authentication

• Adding Fields to a Document

• Managing Transaction Reminders

If you are creating transactions in a European environment, configuring an authentication method for a transaction (e.g., SMS, Q&A, SSO, KBA) automatically turns a recipient’s signature into an Advanced Electronic Signature that complies with European Union regulations. For more on those regulations, click here.

Creating a Transaction

To create a new transaction:

1. On the Dashboard, click New Transaction. The Create New Transaction page appears.

2. Type a Name for the transaction. This field is required.

3. Optional: Type a Description for the transaction.

4. Optional: Send a Message to all recipients. This message will be viewed by all recipients as part of the transaction's invitation email. If a template is selected, this field will be populated from the template.

5. If you want to create the transaction from a template, choose a template from the Select a template drop-down list. This list displays: (1) all templates created by the user; (2) all templates created by other users that are marked as shared. A special icon is visible next to each shared template.

6. Use the drop-down list to define what type of transaction this will be:

   • eSigning: Creates a regular transaction.

   • In-Person Signing: Enables the transaction to be signed in-person by all signers on the same device.

   • Virtual Room: Enables the creation of a virtual meeting room for a transaction. In that room, a host and signers from different locations can: (1) collaborate through a video conference call; (2) sign the transaction's documents within a co-browsing session. For more information, click here.

   • In-Person Electronic Notarization Ceremony: Configures the transaction for notarization. Notarization is used in various circumstances (e.g., transferring land, transferring vehicles, insurance settlements, liens, trusts).

   • Remote Online Notarization: Allows for notarization to be done remotely.

7. Optional: Use the Settings button to specify any of the additional settings listed below:

   Setting	Usage
   Language	The language in which the transaction will appear. When creating or editing a transaction or a template, the Language drop-down will display only the list of supported languages. By default, the language will be set to the Default Signing Language (whereas without this feature, it is set to the logged in user's language). This can be changed by the user. Trying to create a transaction or template with an unsupported language will throw an error that reads "The language defined for the transaction/template is no longer supported by your administrator. Please select a different language."
   Timezone	The time zone used to display all dates on the transaction's signed documents
   Enforce document accessibility	Enabling this option will automatically extract fields
   Review before completion	Enables you to review the transaction and all its signed documents after all signers have signed, but before you complete the transaction.
   Ad-hoc Cobrowsing	Allows you to create a co-browsing session between Signer and Sender.
   Signer Cobrowsing	Allows the Signer to create Help requests for a co-browsing session between Signer and Sender.
   Email Reminders	Configures email reminders that will be sent automatically to all the recipients of a transaction who have not yet signed. For more information, see Managing Transaction Reminders.
   Expiration	Specifies when the transaction or template will expire. Once it has expired, it will no longer be available for signing. The expiration time can be specified either as a future date (e.g., 01/18/2020) or as a time interval (e.g., 20 calendar days after the transaction or template was created). If a user specifies that the transaction is to expire after a certain number of days, the date the transaction will expire is displayed to the user. Whether the default format is "date-based" or "time-based" is configured at the account level. If you do not want this transaction to expire, select the Unlimited Expiration checkbox.
   Uploads	The maximum number of files per attachment
   Field Formatting	The Font Size option specifies the font size that will be used for the text in a field when the parent document is printed. The options are: (1) a specific font size; (2) Auto-fit (which will scale the text to fill its input box).

   For all the above settings except Email Reminders, the value that initially appears is automatically set to the default value that has been specified for the sender's account. That default value can be changed only by contacting our Support Team.

After creating a transaction, you can begin adding documents to it. See Adding Documents to a Transaction.