Creating a Package from a Template

To use an existing template to create a package:

  1. On the OneSpan Sign toolbar, click Workplace >OneSpan Sign Templates.
  2. Click the saved template you want to use.
  3. Optional: Modify the template to suit your needs.

Creating a Package from a Template

To use an existing template to create a package:

  1. On the OneSpan Sign toolbar, click Workplace >OneSpan Sign Templates.
  2. Click the saved template you want to use.
  3. Optional: Modify the template to suit your needs.

Creating a Package from a Template

To create a package from an activated template:

  1. Navigate to OneSpan Sign > Packages.
  2. Click New. The New OneSpan Sign Package page appears.

  3. In the Package Details section, enter a Name for the package. The name should identify the package's contents (e.g., Mortgage Renewal Documents).
  4. Select an activated template from the Based on Template menu.
  5. Optionally, enter a Description of the package.
  6. If the package is associated with a Related Entity, select a Related Record.
  7. Under Advanced Options, configure any of the following options you want:
    • 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.
  8. Click Save. A package is created with all of the template's attributes.
  9. View the Signers section to see if any signer type is Placeholder.

  10. If so, for each placeholder:
    1. Double-click the placeholder.
    2. Specify the Signer Type as Contact, User, Lead or Someone I Invite (see Adding Signers).
    3. Select a signer.
    4. Click Save & Close.