- Starting from the Dashboard, click OneSpan Sign > OneSpan Sign Packages. A page lists all existing packages.
- On the ribbon, click NEW. A new page appears
- In the Package Details section, give the package a Name. The name should identify the package's contents (e.g., Mortgage Renewal Documents).
- Optional: If you want to base the package on an existing template, choose a template from the Based on Template menu.
- Optional: Enter a Description of the package.
- Optional: Associate the package with an Account or an Opportunity.
- Optional: Click Advanced Options if you want to use any of the following parameters:
- Expiration Date — Specifies a date by which all documents are to be signed.
- Language — Specifies the language to be used in the package.
- Email Message — Creates an email message to be sent to all signers.
- In Person Signing — Enables in-person signing.
- Review After Completion — Enables the review of a package before it's marked as Complete.
- Enforce Signer Order — Enforces an order in which signers must sign the package.
- On the ribbon, click SAVE.
- Starting from the Dashboard, click OneSpan Sign > OneSpan Sign Packages. A page lists all existing packages.
- On the ribbon, click NEW. A new page appears.
- In the Package Details section, give the package a Name. The name should identify the package's contents (e.g., Mortgage Renewal Documents).
- Optional: If you want to base the package on an existing template, choose a template from the Based on Template menu.
- Optional: Enter a Description of the package
- Optional: Associate the package with an Account or an Opportunity.
- Optional: Click Advanced Options if you want to use any of the following parameters:
- Expiration Date — Specifies a date by which all documents are to be signed.
- Language — Specifies the language to be used in the package.
- Email Message — Creates an email message to be sent to all signers.
- In Person Signing — Enables in-person signing.
- Review After Completion — Enables the review of a package before it's marked as Complete.
- Enforce Signer Order — Enforces an order in which signers must sign the package.
- On the ribbon, click SAVE.
A OneSpan Sign document package is a container for related documents that need to be signed. In general, such packages contain one or more documents (up to ten) and one or more signers. The sender of a package generally performs the following procedures:
To create a package:
- From the Dashboard, navigate to OneSpan Sign > OneSpan Sign Packages. A page lists all existing packages.
- On the ribbon, click NEW. A new page appears.
- In the Package Details section, type a suitable Name for the package. The name should identify the package's contents (e.g., Mortgage Renewal Documents)
- If you want to base the package on an existing template, select a template from the Based On Template menu. For further information, see Creating a Package from a Template.
- Optional: Enter a Description of the package.
- Optional: If you want to associate the package with an Entity Record, select a Related Entity and a Related Record.
- Optional: Click Advanced Options if you want to use any of the following parameters:
- Language — Specifies the language to be used in the package.
- 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 for Microsoft Dynamics 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.
- On the ribbon, click SAVE.
Video Tutorial: How to Use e-Signatures in OneSpan Sign for Microsoft Dynamics CRM