Signer Experience Settings
  • 18 Nov 2024
  • 11 Minutes à lire
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Signer Experience Settings

  • Sombre
    Lumière
  • PDF

Résumé de l’article

Java SDK.NET SDKREST APIAPEX SDK

Java SDK

To download the full code sample see our Code Share site.

The OneSpan Sign Signer Experience can be customized. By customizing the Signer Experience you can seamlessly integrate the signing process within your own site.

Document Package Settings

The following table provides a brief description of the Signer Experience settings that can be customized. Note that it is not required to specify any of these settings. If a setting is not defined, the default values shown below will be used.

Setting Name

Document Package Settings Method

Description

In-person

withInPerson

Defines whether all documents in a package have to be signed on the same device.

withoutInPerson (default)

Owner in-person dropdown

hideOwnerInPersonDropdown

When in-person is enabled, defines whether the package owner is present in the signer dropdown menu.

showOwnerInPersonDropdown (default)

First Affidavit

disableFirstAffidavit

When in-person is enabled, defines whether the first affidavit page is shown when switching signers from the signer dropdown menu.

enableFirstAffidavit (default)

Second Affidavit

disableSecondAffidavit

When in-person is enabled, defines whether the second affidavit page is shown when switching signers from the dropdown menu.

enableSecondAffidavit (default)

Decline

withDecline

Defines whether a signer can decline the document package.

withoutDecline (default)

Decline Reason

withDeclineReason

Defines a predefined decline reason for when a signer refuses to sign a package.

Decline Other

withDeclineOther (default)

Allows a signer to enter a different reason for refusing to sign a package.

withoutDeclineOther

Prevents a signer from entering a different reason for refusing to sign a package.

Language Dropdown

withLanguageDropdown (default)

Defines whether the language drop down menu from the Signer Experience page is displayed.

withoutLanguageDropdown

Display Help Page

withShowNseHelp

Defines whether a help page will be displayed, where you can provide descriptive instructions, external site links, or contact information that the signer can use for additional information or instructions.

withoutShowNseHelp (default)

Hand-over link

withHandOverLinkHref

Replaces the continue button in the Signer Experience. If replaced, the signer will be redirected to a URL you specify.

Hand-over link Tooltip

withHandOverLinkHrefTooltip

Defines the text that will appear when hovering over the handover button.

HandOver Link Parameters

withHandOverLinkParameters(Sets.newHashSet("PACKAGE", "SIGNER", "STATUS"))

Defines which parameters will be appended to the Handover URL. The available options are ["PACKAGE", "SIGNER", "STATUS"]. If left empty, no parameters will be appended.

HandOver Link Auto-Redirect

withHandOverLinkAutoRedirect

Automatically redirects the signer to the handover URL page once the signer has completed signing.

withoutHandOverLinkAutoRedirect (default)

Watermark

withWatermark (default)

Defines whether the signed documents are stamped with the OneSpan Sign logo.

withoutWatermark

Capture text

withCaptureText (default)

Defines whether the signed documents are stamped with the date, time, and signer’s name at each location they were signed.

withoutCaptureText

Navigator

withNavigator (default)

Shows the Navigator. The Navigator directs the signer to the next available signature.

withoutNavigator

Title

withTitle (default)

Shows the title.

withoutTitle

Progress Bar

withProgressBar (default)

Shows the progress bar.

withoutProgressBar

Download Button

withDocumentToolbarDownloadButton (default)

Defines whether the download button is available.

Show Logo In iFrame

withShowNseLogoInIframe

Defines whether to display a logo when the New Signer Experience is presented in an iFrame,

withoutShowNseLogoInIframe (default)

Show Overview Page

withShowNseOverview

Defines whether to display an overview page before a signer can begin to sign the package.

withoutShowNseOverview (default)

Left Menu Expand

withLeftMenuExpand

Defines whether the left menu will be expanded by default.

withoutLeftMenuExpand (default)

withoutDocumentToolbarDownloadButton

Dialog on complete

withoutDialogOnComplete (default)

withDialogOnComplete

Defines whether the completion dialog, which asks the signers if they want to review the documents or leave the system, is shown after signing.

Customizing the Signer Experience

The sample code below shows you how to edit the settings block. Each setting has been described above.

If you need a comparison to the basic object creation procedure, or if this is the first time creating a transaction, see Creating and Sending a Transaction.

.withSettings(
    DocumentPackageSettingsBuilder.newDocumentPackageSettings()
        .withInPerson()
        .withOptOutOther()
        .withDeclineOther()
        .withOptOut()
        .withOptOutReason("Decline terms.")
        .withoutLanguageDropDown()
        .hideOwnerInPersonDropDown()
        .disableFirstAffidavit()
        .disableSecondAffidavit()
        .withDecline()
        .withoutWatermark()
        .withCaptureText()
        .withHandOverLinkHref("http://www.google.com")
        .withHandOverLinkText("Exit to site")
        .withHandOverLinkTooltip("You will be redirected to Google homepage")
        .withDocumentToolbarDownloadButton()
        .withDialogOnComplete()
        .withCeremonyLayoutSettings(
            CeremonyLayoutSettingsBuilder.newCeremonyLayoutSettings()
                .withNavigator()
                .withoutGlobalNavigation()
                .withoutBreadCrumbs()
                .withSessionBar()
                .withTitle()
                .withProgressBar()
                .withoutGlobalDownloadButton()
                .withoutGlobalSaveAsLayoutButton()
                .withLogoSource("http://www.logo-maker.net/images/common/company-logo8.gif")
        )
)

Results

Once you have completed the customization of the Signer Experience your signers will see the customization settings and layout that you have defined for them.

.NET SDK

To download the full code sample see our Code Share site.

The OneSpan Sign Signer Experience can be customized. By customizing the Signer Experience you can seamlessly integrate the signing process within your own site.

Document Package Settings

The following table provides a brief description of the Signer Experience settings that can be customized. Note that it is not required to specify any of these settings. If a setting is not defined, the default values shown below will be used.

Setting Name

Document Package Settings Method

Description

In-person

withInPerson

Defines whether all documents in a package have to be signed on the same device.

withoutInPerson (default)

Owner in-person dropdown

hideOwnerInPersonDropdown

When in-person is enabled, defines whether the package owner is present in the signer dropdown menu.

showOwnerInPersonDropdown (default)

First Affidavit

disableFirstAffidavit

When in-person is enabled, defines whether the first affidavit page is shown when switching signers from the signer dropdown menu.

enableFirstAffidavit (default)

Second Affidavit

disableSecondAffidavit

When in-person is enabled, defines whether the second affidavit page is shown when switching signers from the dropdown menu.

enableSecondAffidavit (default)

Decline

withDecline

Defines whether a signer can decline the document package.

withoutDecline (default)

Decline Reason

withDeclineReason

Defines a predefined decline reason for when a signer refuses to sign a package.

Decline Other

withDeclineOther (default)

Allows a signer to enter a different reason for refusing to sign a package.

withoutDeclineOther

Prevents a signer from entering a different reason for refusing to sign a package.

Language Dropdown

withLanguageDropdown (default)

Defines whether the language drop down menu from the Signer Experience page is displayed.

withoutLanguageDropdown

Display Help Page

withShowNseHelp

Defines whether a help page will be displayed, where you can provide descriptive instructions, external site links, or contact information that the signer can use for additional information or instructions.

withoutShowNseHelp (default)

Hand-over link

withHandOverLinkHref

Replaces the continue button in the Signer Experience. If replaced, the signer will be redirected to a URL you specify.

Hand-over link Tooltip

withHandOverLinkHrefTooltip

Defines the text that will appear when hovering over the handover button.

HandOver Link Parameters

withHandOverLinkParameters(Sets.newHashSet("PACKAGE", "SIGNER", "STATUS"))

Defines which parameters will be appended to the Handover URL. The available options are ["PACKAGE", "SIGNER", "STATUS"]. If left empty, no parameters will be appended.

HandOver Link Auto-Redirect

withHandOverLinkAutoRedirect

Automatically redirects the signer to the handover URL page once the signer has completed signing.

withoutHandOverLinkAutoRedirect (default)

Watermark

withWatermark (default)

Defines whether the signed documents are stamped with the OneSpan Sign logo.

withoutWatermark

Capture text

withCaptureText (default)

Defines whether the signed documents are stamped with the date, time, and signer’s name at each location they were signed.

withoutCaptureText

Navigator

withNavigator (default)

Shows the Navigator. The Navigator directs the signer to the next available signature.

withoutNavigator

Title

withTitle (default)

Shows the title.

withoutTitle

Progress Bar

withProgressBar (default)

Shows the progress bar.

withoutProgressBar

Download Button

withDocumentToolbarDownloadButton (default)

Defines whether the download button is available.

Show Logo In iFrame

withShowNseLogoInIframe

Defines whether to display a logo when the New Signer Experience is presented in an iFrame,

withoutShowNseLogoInIframe (default)

Show Overview Page

withShowNseOverview

Defines whether to display an overview page before a signer can begin to sign the package.

withoutShowNseOverview (default)

Left Menu Expand

withLeftMenuExpand

Defines whether the left menu will be expanded by default.

withoutLeftMenuExpand (default)

withoutDocumentToolbarDownloadButton

Dialog on complete

withoutDialogOnComplete (default)

withDialogOnComplete

Defines whether the completion dialog, which asks the signers if they want to review the documents or leave the system, is shown after signing.

Customizing the Signer Experience

The sample code below shows you how to edit the settings block. Each setting has been described above.

If you need a comparison to the basic object creation procedure, or if this is the first time creating a transaction, see Creating and Sending a Transaction.

 .withSettings(DocumentPackageSettingsBuilder.newDocumentPackageSettings()
				.withInPerson()
				.withLanguageDropDown()
				.hideOwnerInPersonDropDown()
				.disableFirstAffidavit()
				.disableSecondAffidavit()
				.withDecline()
				.withDeclineOther()
				.withDeclineReason("some reason")
				.withoutWatermark()
				.withoutCaptureText()
				.withoutHandOverLinkAutoRedirect()
				.withHandOverLinkHref("http://www.google.com")
				.withHandOverLinkTooltip("You will redirected to Google homepage")
				.withHandOverLinkParameters(Sets.newHashSet("PACKAGE", "SIGNER", "STATUS"))
				
				.withLeftMenuExpand()
				.withShowNseHelp()
				.withShowNseLogoInIframe()
				.withShowNseOverview()
				.withCeremonyLayoutSettings(CeremonyLayoutSettingsBuilder.newCeremonyLayoutSettings()
							.withoutNavigator()
							.withoutProgressBar()
							.withoutTitle()
							.withGlobalDownloadButton()

Results

Once you have completed the customization of the Signer Experience your signers will see the customization settings and layout that you have defined for them.

REST API

To download the full code sample see our Code Share site.

The OneSpan Sign Signer Experience can be customized. By customizing the Signer Experience you can seamlessly integrate the signing process within your own site.

Document Package Settings

The following table provides a brief description of the Signer Experience settings that can be customized.

Setting Name

Document Package Settings  Method

Description

In-person

settings >  ceremony > inPerson

Defines whether all documents  in a package have to be signed on the same device.

Owner in-person dropdown

settings > ceremony > hidePackageOwnerInPerson

When in-person is enabled,  defines whether the package owner is present in the signer dropdown menu.

First Affidavit

settings > ceremony > disableFirstInPersonAffidavit

When in-person is enabled,  defines whether the first affidavit page is shown when switching signers from  the signer dropdown menu.

Second Affidavit

settings > ceremony > disableSecondInPersonAffidavit

When in-person is enabled,  defines whether the second affidavit page is shown when switching signers  from the dropdown menu.

Decline

settings > ceremony > declineButton

Defines whether a signer can  decline the document package.

Decline Reason

settings > ceremony > declineReasons

Defines a predefined decline  reason for when a signer refuses to sign a package.

Decline Other

settings > ceremony > disableDeclineOther

Allows a signer to enter a  different reason for refusing to sign a package.

Language Dropdown

settings > ceremony > hideLanguageDropdown

Defines whether the language  drop down menu from the Signer Experience page is displayed.

Display Help Page

settings > ceremony > showNseHelp

Defines whether a help page  will be displayed, where you can provide descriptive instructions, external  site links, or contact information that the signer can use for additional  information or instructions.

Hand-over link

settings > ceremony > handOver > href

Replaces the continue button  in the Signer Experience. If replaced, the signer will be redirected to  a URL you specify.

Hand-over link Tooltip

settings > ceremony > handOver > title

Defines the text that will  appear when hovering over the handover button.

HandOver Link Parameters

settings > ceremony > handOver > parameters

Defines which parameters will  be appended to the Handover URL. The available options are ["PACKAGE", "SIGNER", "STATUS"]. If left empty, no  parameters will be appended.

HandOver Link Auto-Redirect

settings > ceremony > handOver > autoRedirect

Automatically redirects the  signer to the handover URL page once the signer has completed signing.

Watermark

settings > ceremony > hideWatermark

Defines whether the signed  documents are stamped with the OneSpan Sign logo.

Capture text

settings > ceremony > hideCaptureText

Defines whether the signed  documents are stamped with the date, time, and signer’s name at each location  they were signed.

Navigator

settings > ceremony > layout > navigator

Shows the Navigator. The  Navigator directs the signer to the next available signature.

Title

settings > ceremony > layout > header > titleBar >  title

Shows the title.

Download Button

settings > ceremony > documentToolbarOptions >  downloadButton

Defines whether the download  button is available.

Show Logo In iFrame

settings > ceremony > showNseLogoInIframe

Defines whether to display a  logo when the New Signer Experience is presented in an iFrame,

Show Overview Page

settings > ceremony > showNseOverview

Defines whether to display an  overview page before a signer can begin to sign the package.

Left Menu Expand

settings > ceremony > leftMenuExpand

Defines whether the left menu  will be expanded by default.

Customizing the Signer Experience

The sample JSON below shows you how to edit the settings object.Each method has been described above, in the Document Pacakge Level Settings section.

If you need a comparison to the basic object creation procedure, or if this is the first time creating a transaction, see Creating and Sending a Transaction.

HTTP Request

POST /api/packages

HTTP Headers

Accept: application/json
Content-Type: application/json
Authorization: Basic api_key
{
  "name": "Customizing Signer Experience",
  "settings": {
    "ceremony": {
      "events": {
        "complete": {
          "dialog": true,
          "redirect": ""
        }
      },
      "inPerson": true,
      "declineButton": true,
      "declineReasons": [],
      "disableDeclineOther": false,
      "disableDownloadForUncompletedPackage": false,
      "disableFirstInPersonAffidavit": true,
      "disableInPersonAffidavit": false,
      "disableOptOutOther": false,
      "disableSecondInPersonAffidavit": true,
      "documentToolbarOptions": {
        "downloadButton": true
      },
      "handOver": {
        "title": "You will be redirected to Google homepage",
        "href": "http://www.google.com",
        "text": "Exit to site"
      },
      "hideCaptureText": false,
      "hideLanguageDropdown": true,
      "hidePackageOwnerInPerson": true,
      "hideWatermark": true,
      "maxAuthFailsAllowed": 3,
      "optOutButton": true,
      "optOutReasons": [
        "Decline terms."
      ],
      "style": null,
      "layout": {
        "footer": {},
        "navigator": true,
        "brandingBar": {
          "logo": {
            "src": "http://www.logo-maker.net/images/common/company-logo8.gif",
            "link": ""
          }
        },
        "header": {
          "feedback": true,
          "globalActions": {
            "confirm": true,
            "download": false,
            "hideEvidenceSummary": false,
            "saveAsLayout": false
          },
          "titleBar": {
            "title": true,
            "progressBar": true
          },
          "breadcrumbs": false,
          "globalNavigation": false,
          "sessionBar": true
        }
      }
    }
  },
  "type": "PACKAGE",
  "status": "DRAFT"
}

Response Payload

{
  "id": "9sKhW-h-qS9m6Ho3zRv3n2a-rkI="
}

Results

Once you have completed the customization of the Signer Experience your signers will see the customization settings and layout that you have defined for them.


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