My Account

My Account

From the Dashboard’s top menu bar, click the Head icon and select My Account. The My Account page's left pane then displays some or all of the following groups of options:

• Profile

• Notarization

• Settings

Profile

These options enable you to access information about the following aspects your account:

• Personal Information

• Password

• Signature

Personal Information

To edit your personal information:

1. In My Account page's left pane, click Personal Information.

2. Edit the fields in the table below.

3. When done, click Save.

Password

To change your account’s password:

1. In My Account page's left pane, click Password.

2. Type your Current Password.

3. Type your New Password. The password's strength is validated as you type. You are notified if your new password is not strong enough (see Password Requirements below).

4. Re-type your new password in the field Confirm New Password. You are notified if this field and the New Password field do not match.

5. Click Submit.

Password Requirements

Your account password is case-sensitive. It must be at least 8 characters long, and satisfy at least three of the following conditions:

• Includes at least one uppercase character

• Includes at least one lowercase character

• Includes at least one special character (~ ! @ # $ % ^ & *)

• Includes at least one number

If you ever forget your password, you can reset it using the Forgot your password? link on the Login Page.

Signature

To create or change a signature that you can use to sign documents:

1. In My Account page's left pane, click Signature.

2. If you want to create or change a handwritten signature, click the right pane's top field. A signature pad appears. Use your mouse to sign your name, and then click Save.

3. If you want to use or change an image of your signature, drop the desired image file into the provided box, or browse to that file by clicking Browse. Then click Update Image.

Video Tutorial

Notarization

These options enable you to access information about the following aspects your account:

• Notary Commission

• Journal

Notary Commission

All Notaries must register their Notary Commission with OneSpan Sign.

To register your Notary Commission:

1. In My Account page's left pane, click Notary Commission. The Notary Commission dialog box appears.

2. Complete the following fields:

   • Name: Enter your full legal name.

   • Number: Enter your commission number.

   • Expiration date: Enter your commission’s expiration date.

   • Jurisdiction: Select the state where you are a notary.

   • Country: Select the country where you are a notary.

   • Seal: Attach an image of the Digital Notary Seal you intend to stamp on documents.

3. Read the text next to the checkbox, and select the box.

4. Click Save

Journal

After a Notary ends a Remote Online Notarization signing session, they are redirected to an electronic log called a Journal. There the Notary must record information related to the notarization they just finished.

To review or download a Journal:

1. In My Account page's left pane, click Journal. The right pane displays a list of available Journals.

2. Click the relevant Journal. The right pane displays that Journal's contents.

3. If you want to download the Journal, click Download in the upper-right corner.

4. Some states require a Journal to be electronically signed by the transaction's signers. In those cases, we advise the Notary to: (1) download the Journal; (2) invite the signers to sign the Journal; (3) store the fully e-signed Journal in the same place as the transaction's other documentation.

   All Journals are tamper-sealed.

Settings

These options enable you to access information about the following aspects your account:

• Access Delegation

• Custom Fields

Access Delegation

The Access Delegation option enables a user to delegate access to their OneSpan Sign transactions to one or more other users on their account. Specifically, delegates can sign documents on behalf of the delegator, and they can access the delegator's inbox, drafts, layouts, and templates. All transactions performed by the delegate nonetheless continue to be owned by the delegator.

This feature addresses use cases like the following:

• A manager must manage transactions, monitor transaction progress, and retrieve completed documents for employees who have sent transaction emails, but who are unavailable at the moment (perhaps they're on vacation, or they've left the company).

• A group of users is responsible for distributing transactions. While one member of the group is away, another member must access the absent member's OneSpan Sign folders to: (1) see if a transaction was sent or completed; (2) retrieve any completed documents.

To add a delegate:

1. In My Account page's left pane, click Access Delegation.

2. In the right pane, click Add Delegate.

3. In the Search field that appears, specify a delegate by selecting them from the drop-down list of Senders on your account (or by typing their email address).

4. Select a Start date and End Date for the delegation.

5. Click Save.

For more information about delegation, see Delegating Access.

Custom Fields

A Custom Field is one that, at the time of signing, is automatically populated with data that is specific to the signer. For instance, a signer might have an Agent Number, and that number may need to appear in the final document next to their signature. By using a custom field, the signer can specify their Agent Number, and that number will automatically appear in any other field that has been configured to receive it.

To create or change a Custom Field for yourself:

1. In My Account page's left pane, click Custom Fields. The Custom Fields page appears.

2. Custom Fields must first be enabled on your account, and can be created only by an Admin. For more information, see Custom Fields.

3. Select the Custom Field you would like to configure, and add values as necessary.