Change signer – make sms authentication as default
Friday, November 22, 2019 at 08:11amHello,
We have integrated our salesforce application with onespan using APEX SDK for our signature use cases. We have this below scenario, could you please check how can we handle this?
1. Email sent to signer named 'John Smith' for signature. On all our signature request packages, we have made SMS authentication as mandatory.
2. John Smith opens the email, uses ‘Change Signer’ button (see the screenshot named changesigner) to assign it to Tom Murphy. Now at this point user has to click on 'Authentication' tab to set any authentication category. What we want is, always default SMS as authentication category and it has to be required (we don’t even want to display the Email and Q&A option). Could you please suggest how can we chive this?
3. Also , for some customers we want to disable 'Change Signer' option, : Is it possible in apex SDK ,when we create a package and set up signers, can we set an option ,so that a particular signer doesn’t see ‘Change Signer’ option at all?
Thanks
Anway Kabir
Reply to: Change signer – make sms authentication as default
Friday, November 22, 2019 at 09:24amrole.reassign = true; //allow change signer
So simply avoid setting the value or set the false value will do the work. To limit the authentication options during signing, current implementation won't take the rules set up in the account level (there's a setting in backoffice allowing you to remove the SMS method for signers, but unfortunately, the signing ceremony front end page won't be applied the rule) For the new signer experience (information here), the change signer function is not yet delivered, however, the change signer panel should be designed in a way that takes the account level setting. I will definitely update this thread once the function was available. DuoReply to: Change signer – make sms authentication as default
Monday, November 25, 2019 at 03:27amReply to: Change signer – make sms authentication as default
Monday, November 25, 2019 at 03:52amReply to: Change signer – make sms authentication as default
Monday, November 25, 2019 at 03:56am