AD240 | Posts: 12

Signs Settings missed when putting myself as a signer using a template

2 votes

Hi,

I am trying to create a transaction using a template and when I put myself as one of the signers, the tool displays a message saying that the signature settings for the signer will be removed (see the attached image). 

Why does it work this way? I would like to be able to add myself as a signer keeping the configurations of the signature fields that the template brings.

Thank you!


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Duo_Liang | Posts: 3776

Reply to: Signs Settings missed when putting myself as a signer using a template

0 votes

Hi AD240,

 

It's an expected behavior, this is because in OneSpan Sign, sender (yourself) is always in the signer list no matter if the sender is displayed. Hence there will be duplicated senders if you are replacing a placeholder with your own email. To solve this conflict in an easy way, the UI decided to delete the placeholder instead of moving all signatures and fields to the sender.

This is a known limitation and there's already enhancement requests asking for this feature, which allows to replace a placeholder with sender email.

Today, the only way to bypass this issue is to set up an additional template where you'd replace the placeholder with yourself directly in the template when sender is also a signer.

 

Duo


AD240 | Posts: 12

Reply to: Signs Settings missed when putting myself as a signer using a template

0 votes

Thank you for your answer!

 

Do you know if it is planned to make this improvement in the tool? In that case, do you have an estimated date on which it could be ready?

Thanks!


Duo_Liang | Posts: 3776

Reply to:

0 votes

Hi AD240,

 

This enhancement request hasn't been on the roadmap yet, therefore there's no ETA for the delivery for the time being. However, I can definitely vote on behalf of your organization for this feature in the roadmap system.

 

Duo


AD240 | Posts: 12

Reply to: Signs Settings missed when putting myself as a signer using a template

0 votes

Excellent! Thanks a lot!


hgl | Posts: 1

Reply to: Signs Settings missed when putting myself as a signer using a template

0 votes

Hello,

where can I find this enhancement request and how can I vote for that? This is a must have!

Thanks!,

 


dzettler | Posts: 13

Reply to: Signs Settings missed when putting myself as a signer using a template

0 votes

Same here + 1


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