Using a Template

On the OneSpan Sign toolbar, click Workplace >OneSpan Sign Templates.

Click the saved template you want to use.

Optional: Modify the template to suit your needs.

On the OneSpan Sign toolbar, click Workplace >OneSpan Sign Templates.

Click the saved template you want to use.

Optional: Modify the template to suit your needs.

Navigate to OneSpan Sign > Packages.

Click New. The New OneSpan Sign Package page appears.

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

Select an activated template from the Based on Template menu.

Optionally, enter a Description of the package.

If the package is associated with a Related Entity, select a Related Record.

Under Advanced Options, configure any of the following options you want:

• 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.

Click Save. A package is created with all of the template's attributes.

View the Signers section to see if any signer type is Placeholder.

If so, for each placeholder:

1. Double-click the placeholder.

2. Specify the Signer Type as Contact, User, Lead or Someone I Invite (see Adding Signers).

3. Select a signer.

4. Click Save & Close.