We've made some updates! Check out our updated Documentation Portal! Learn more...

You now have until July 31, 2026 to replace your older API keys with the newer, shortened versions. For more information contact our Support team. 

Using a Template

  • Published on Oct 16, 2024
  • 1 minute(s) read
Prev Next

2013  2015  2016

2013

Creating a Package from a Template

To use an existing template to create a package:

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

  2. Click the saved template you want to use.

  3. Optional: Modify the template to suit your needs.

2015

Creating a Package from a Template

To use an existing template to create a package:

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

  2. Click the saved template you want to use.

  3. Optional: Modify the template to suit your needs.

2016

Creating a Package from a Template

To create a package from an activated template:

  1. Navigate to OneSpan Sign > Packages.

  2. Click New. The New OneSpan Sign Package page appears.

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

  4. Select an activated template from the Based on Template menu.

  5. Optionally, enter a Description of the package.

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

  7. 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.

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

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

  10. 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.