peterzog

Batch signing with joint signers

0 votes

I have a scenario where we want to consolidate as many forms into the least amount of packages as possible but some forms require two signers. What is the best approach to do this with OneSpan Sign?

For example:

  • Signer 1 is the sole signer on form 1, 2
  • Signer 2 is the sole signer on form 3
  • Signer 1 and Signer 2 are joint signers on form 4

All forms use the same document template but have different data on them.

Is the best approach to?

  1. Send Signer 1 package A with forms 1, 2, 4. Send Signer 2 package B with form 3 and then send signer 2 package A forms 1, 2, 4  to only sign form 4.
  2. Send Signer 1 package A with forms 1, 2, 4. Send Signer 2 package B with form 3 and then create package C with only form 4 for signer 2 to sign. (not sure this is possible)
  3. Send Signer 1 package A with forms 1, 2 and send signer 2 package B with form 3 and send package C to both signers for form 4.

Is there another approach?

If approach 1 is the best, is there a way to separate out form 4 from package A for signer 2?

Peter

 


Reply to: Batch signing with joint signers

0 votes

Hi Peter,

 

Please check the "Document Visibility" feature here. With document visibility configured, only certain documents can be seen by specific recipients. In your case, you can include 4 forms in the same transaction, with Signer1 having visibility of form 1 2 4, and Signer2 having visibility of form 3 4.

 

Duo

Duo Liang OneSpan Evangelism and Partner Integrations Developer


Hello! Looks like you're enjoying the discussion, but haven't signed up for an account.

When you create an account, we remember exactly what you've read, so you always come right back where you left off