Updating to new eSignLive

Hi Fernando, Do you mean the US 10.x Migration to 11.x? The migration is in November for PROD environment, you can find the exact date in our Trust Center. All changes will be done at OneSpan Sign side, so technically you don't need to do anything, just keeps the same url and api key. After migration, you can also update to the latest SDK and all new features added since v11 will be available in v10 environment. For more information, you can contact your CSR. And hope this could help you! Duo

I don't think I mean that. I remember a while back, when it was still called eSignLive, you guys had a new version where the url changed. But I suppose that doesn't matter. The url that we currently use is "https://apps.e-signlive.com". I'm assuming this is not the newest version, right? Can you help me with the transition from the version that we are on to the newest one?

Hi Fernando, Yes, the 10.x version stops at 10.13.17(with url of apps.e-signlive.com), and the latest version is 11.18(with url of apps.esignlive.com). To update to v11, you can wait till OneSpan Sign finished the migration, and at that point you can automatically updated to latest version as we discussed above(no need to make a new account and change url). Or you'd directly move to v11, you will need a US v11 PROD account with a new API key. I believe you can talk to your CSR about this. When you had your new account, you can update to latest 11.18 SDK. Functions you are currently using maybe incompatible but you can find all features you need from our guidance and modify your code very quickly. Please tell me if this doesn't answer your question. Duo

Duo, Upon investigating the new design for the sender view, I remembered an old issue we had with this new version: On the top-left corner, there is a back button with the Transaction name that is a direct link to the OneSpan website, where they would be able to see all transactions etc. It's important to us to have this product completely white-labeled, so we wouldn't want any links that go to your website. Is this link customizable in any way? Can we perhaps choose our own URL where this link redirects to? Thank you, Fernando

Hi Fernando, First I want to confirm with you, when you said the "sender view", do you mean embedding the designer view into an iFrame for your sender to design the transaction like the attachment shows? Because in this case, the Document Name on the left corner is not clickable. Or you just mean to send packages from Web Portal(apps.esignlive.com)? Duo

Duo, You are right! After checking the new UI in the iFrame, I see that the transaction name is not clickable. I do, however, have a few requests and questions regarding the new version. If I remember correctly, anything we want taken off the UI has to be done by you guys. So if that's still the case, here is the list of changes we need: UI Requests: Take off Recipients "+" button Take off "Apply Layout" and "Document Visibility" buttons Take off "Send to Sign" button Take off Documents "+" button My username that I'm using for the new version Sandbox is "[email protected]" Also, I'm running into some issues with this new version that I would like some help with: It looks like in this new version, the sender is always included as one of the signers. Is there anyway to change that? Also, it seems like signers started getting emails from eSignLive after a transaction is sent. Can we stop that email from going out? Thanks, Fernando

Hi Fernando, Sure, in "Designer" view, many things can be modified. And you can see the minimal interface from the attachment. I can make a ticket for you to have your account settled. For the two questions: #1. Yes, sender is always added as a signer. From my knowledge, there's no way to change that. You can only hide sender from the signer list when in-person signing and I don't think it fits your case. So may I know what's your concern about this? #2. Email notification can be canceled by contacting our support team at [email protected]. It's a setting in the account level. And if you want, I can also mention that in the ticket. Duo

Duo, Please create a ticket for me to hide those UI settings, as well as stop with the email notification for when users are added to a transaction. Regarding question #1: In version V10, the sender is not automatically added to the signer list. Are you telling me that this got changed in V11 and there is no way to revert back to the way V10 used to work? This would cause complications for us.

Hi Fernando, Ticket has been made and modifies will be made very shortly. And for the #1, you don't want sender to be added to Web UI or added to the package JSON? Because even in v10, sender is added to "roles" field in your package JSON by default. Duo

Correct, I don't want the signer to be automatically added to the signer list in the Designer UI. I do not care about the JSON.

Hi Fernando, If that's your concern, currently in v11 Designer UI, sender's name won't show up in recipient list as the attachment shows. Hope this could help you! Duo

Duo Liang, The sender's name still is showing up for me. This is the code we're using to create the Transaction:

DocumentPackage newPackage = PackageBuilder
                    .NewPackageNamed(updateApproval.name)
                    .WithSenderInfo(SenderInfoBuilder.NewSenderInfo(senderMember.Email))
                    .WithSettings(DocumentPackageSettingsBuilder.NewDocumentPackageSettings()
                            .WithoutInPerson()
                            .WithoutLanguageDropDown()
                            .HideOwnerInPersonDropDown()
                            .WithoutWatermark()               
                            .WithoutDocumentToolbarDownloadButton()
                            .WithoutDialogOnComplete()
                            .WithoutOptOut()
                            .WithoutOptOutOther()
                            .WithoutDecline()
                            .WithoutDeclineOther()                            
                            .WithoutLanguageDropDown()
                            .WithCeremonyLayoutSettings(CeremonyLayoutSettingsBuilder.NewCeremonyLayoutSettings()
                                    .WithoutNavigator()
                                    .WithoutGlobalNavigation()
                                    .WithoutBreadCrumbs()
                                    .WithoutSessionBar()
                                    .WithProgressBar()
                                    .WithoutTitle()                                    
                                    .WithoutGlobalConfirmButton()
                                    .WithoutGlobalDownloadButton()
                                    .WithoutGlobalSaveAsLayoutButton()                                    
                                    ))
                            .WithAttributes(new DocumentPackageAttributesBuilder().WithAttribute("declined", false))
                    .Build();

                PackageId package = eslClient.CreatePackage(newPackage);

I'm attaching a json file of the package right after the creation of the transaction. Then, I added two signers to the transaction (different from the sender). I have also attached a json file after adding the two signers. Finally, I check the designer view. As you can see from the screenshot, the sender name still shows up. What am I doing wrong here?

Apparently I cannot attach .json files here. Therefore I am posting it below: After transaction created:

{
    "Id": {
        "id": "DCDhMZ1eGJpoW2CfwUWIujiFp8k="
    },
    "Status": {},
    "Name": "Test new eSignature",
    "Autocomplete": true,
    "Signers": [
        {
            "Id": "cqJXiF0sl9U2",
            "PlaceholderName": null,
            "GroupId": null,
            "KnowledgeBasedAuthentication": null,
            "Email": "[email protected]",
            "FirstName": "Fernando",
            "LastName": "Leite",
            "Title": null,
            "Company": "Huber",
            "SignerType": "ACCOUNT_SENDER",
            "Language": "en",
            "CanChangeSigner": false,
            "Authentication": {
                "Method": {},
                "Challenges": [],
                "PhoneNumber": null
            },
            "AuthenticationMethod": {},
            "ChallengeQuestion": [],
            "PhoneNumber": null,
            "DeliverSignedDocumentsByEmail": true,
            "SigningOrder": 0,
            "Message": "",
            "Locked": false,
            "Attachments": []
        }
    ],
    "Placeholders": [],
    "Documents": [],
    "Description": "",
    "Language": "en",
    "ExpiryDate": null,
    "UpdatedDate": "2018-10-08T17:28:57Z",
    "CreatedDate": "2018-10-08T17:28:57Z",
    "EmailMessage": "",
    "Settings": {
        "ShowLanguageDropDown": false,
        "EnableFirstAffidavit": true,
        "EnableSecondAffidavit": true,
        "ShowOwnerInPersonDropDown": false,
        "EnableInPerson": false,
        "EnableOptOut": false,
        "DisableOptOutOther": true,
        "EnableDecline": false,
        "DisableDeclineOther": true,
        "HideWatermark": true,
        "HideCaptureText": false,
        "Ada": false,
        "EnforceCaptureSignature": false,
        "DeclineReasons": [],
        "OptOutReasons": [],
        "MaxAuthAttempts": 3,
        "ShowDownloadButton": false,
        "ShowDialogOnComplete": false,
        "LinkText": null,
        "LinkTooltip": null,
        "LinkHref": null,
        "CeremonyLayoutSettings": {
            "IFrame": false,
            "BreadCrumbs": false,
            "SessionBar": false,
            "GlobalNavigation": false,
            "ShowGlobalSaveAsLayoutButton": false,
            "ShowGlobalDownloadButton": false,
            "ShowGlobalConfirmButton": false,
            "ProgressBar": true,
            "ShowTitle": false,
            "Navigator": false,
            "LogoImageSource": null,
            "LogoImageLink": null
        }
    },
    "SenderInfo": {
        "Email": "[email protected]",
        "FirstName": "Fernando",
        "LastName": "Leite",
        "Company": "Huber",
        "Title": null
    },
    "Attributes": {
        "contents": {
            "declined": false,
            "sdk": ".NET v11.18",
            "origin": "api",
            "currentSignerProgress": {
                "documentsToConfirmCount": "0",
                "documentsConfirmedCount": "0",
                "approvalsToConfirmCount": "0",
                "approvalsConfirmedCount": "0",
                "documentsPartiallyCompletedCount": "0",
                "approvalsToSignNowCount": "0"
            },
            "overallProgress": {
                "documentsToCompleteCount": "0",
                "documentsCompletedCount": "0",
                "documentsToConfirmCount": "0",
                "documentsConfirmedCount": "0",
                "documentsPartiallyCompletedCount": "0"
            }
        }
    },
    "Messages": [],
    "Notarized": false,
    "Trashed": false,
    "Visibility": {}
}

After adding two signers:

{
    "Id": {
        "id": "DCDhMZ1eGJpoW2CfwUWIujiFp8k="
    },
    "Status": {},
    "Name": "Test new eSignature",
    "Autocomplete": true,
    "Signers": [
        {
            "Id": "cqJXiF0sl9U2",
            "PlaceholderName": null,
            "GroupId": null,
            "KnowledgeBasedAuthentication": null,
            "Email": "[email protected]",
            "FirstName": "Fernando",
            "LastName": "Leite",
            "Title": null,
            "Company": "Huber",
            "SignerType": "ACCOUNT_SENDER",
            "Language": "en",
            "CanChangeSigner": false,
            "Authentication": {
                "Method": {},
                "Challenges": [],
                "PhoneNumber": null
            },
            "AuthenticationMethod": {},
            "ChallengeQuestion": [],
            "PhoneNumber": null,
            "DeliverSignedDocumentsByEmail": true,
            "SigningOrder": 0,
            "Message": "",
            "Locked": false,
            "Attachments": []
        },
        {
            "Id": "3SIGNER3",
            "PlaceholderName": null,
            "GroupId": null,
            "KnowledgeBasedAuthentication": null,
            "Email": "[email protected]",
            "FirstName": "Jeanette",
            "LastName": "Thomas",
            "Title": "",
            "Company": "",
            "SignerType": "EXTERNAL_SIGNER",
            "Language": "en",
            "CanChangeSigner": false,
            "Authentication": {
                "Method": {},
                "Challenges": [],
                "PhoneNumber": null
            },
            "AuthenticationMethod": {},
            "ChallengeQuestion": [],
            "PhoneNumber": null,
            "DeliverSignedDocumentsByEmail": false,
            "SigningOrder": 0,
            "Message": "",
            "Locked": false,
            "Attachments": []
        },
        {
            "Id": "3SIGNER101",
            "PlaceholderName": null,
            "GroupId": null,
            "KnowledgeBasedAuthentication": null,
            "Email": "[email protected]",
            "FirstName": "TJ",
            "LastName": "Coyle",
            "Title": "",
            "Company": "",
            "SignerType": "EXTERNAL_SIGNER",
            "Language": "en",
            "CanChangeSigner": false,
            "Authentication": {
                "Method": {},
                "Challenges": [],
                "PhoneNumber": null
            },
            "AuthenticationMethod": {},
            "ChallengeQuestion": [],
            "PhoneNumber": null,
            "DeliverSignedDocumentsByEmail": false,
            "SigningOrder": 0,
            "Message": "",
            "Locked": false,
            "Attachments": []
        }
    ],
    "Placeholders": [],
    "Documents": [
        {
            "Name": "pdf-sample",
            "Id": "9c1c81313a4f32f0361795d59fb37b0dddc69685e44c9d70",
            "FileName": null,
            "Content": null,
            "Index": 0,
            "NumberOfPages": 1,
            "Extract": false,
            "Tagged": false,
            "ExtractionTypes": [],
            "Description": "",
            "Data": {
                "ese_document_texttag_extract_needed": "false"
            },
            "Signatures": [],
            "External": null,
            "Fields": [],
            "QRCodes": []
        }
    ],
    "Description": "",
    "Language": "en",
    "ExpiryDate": null,
    "UpdatedDate": "2018-10-08T17:33:42Z",
    "CreatedDate": "2018-10-08T17:28:57Z",
    "EmailMessage": "",
    "Settings": {
        "ShowLanguageDropDown": false,
        "EnableFirstAffidavit": true,
        "EnableSecondAffidavit": true,
        "ShowOwnerInPersonDropDown": false,
        "EnableInPerson": false,
        "EnableOptOut": false,
        "DisableOptOutOther": true,
        "EnableDecline": false,
        "DisableDeclineOther": true,
        "HideWatermark": true,
        "HideCaptureText": false,
        "Ada": false,
        "EnforceCaptureSignature": false,
        "DeclineReasons": [],
        "OptOutReasons": [],
        "MaxAuthAttempts": 3,
        "ShowDownloadButton": false,
        "ShowDialogOnComplete": false,
        "LinkText": null,
        "LinkTooltip": null,
        "LinkHref": null,
        "CeremonyLayoutSettings": {
            "IFrame": false,
            "BreadCrumbs": false,
            "SessionBar": false,
            "GlobalNavigation": false,
            "ShowGlobalSaveAsLayoutButton": false,
            "ShowGlobalDownloadButton": false,
            "ShowGlobalConfirmButton": false,
            "ProgressBar": true,
            "ShowTitle": false,
            "Navigator": false,
            "LogoImageSource": null,
            "LogoImageLink": null
        }
    },
    "SenderInfo": {
        "Email": "[email protected]",
        "FirstName": "Fernando",
        "LastName": "Leite",
        "Company": "Huber",
        "Title": null
    },
    "Attributes": {
        "contents": {
            "declined": false,
            "sdk": ".NET v11.18",
            "origin": "api",
            "currentSignerProgress": {
                "documentsToConfirmCount": "0",
                "documentsConfirmedCount": "0",
                "approvalsToConfirmCount": "0",
                "approvalsConfirmedCount": "0",
                "documentsPartiallyCompletedCount": "0",
                "approvalsToSignNowCount": "0"
            },
            "overallProgress": {
                "documentsToCompleteCount": "1",
                "documentsCompletedCount": "1",
                "documentsToConfirmCount": "0",
                "documentsConfirmedCount": "0",
                "documentsPartiallyCompletedCount": "0"
            }
        }
    },
    "Messages": [],
    "Notarized": false,
    "Trashed": false,
    "Visibility": {}
}

Hi Fernando, Sorry for the confusion. There's a designer setting in your account level which allows you to hide your sender's name, but you'd modify it by contacting our support team at [email protected] to have this done for your account. Hope this could help you! Duo

Duo, Another thing we noticed is that now signatures only say "E-SIGNED by Sender's Name". In version 10 it said "e-Signed by Sender's Name on 2018-10-12 21:40:00 GMT" Is there any way we can revert it back to having the dates displayed?

Hi Fernando, Yes, you have the capability to customize your signature style with OneSpan Sign. You'd contact to our support team at [email protected] to have this settled in your account level. And the attachment is an example of signature after being customized. Hope this could help! Duo