Dashboard

Starting with the 11.42 release of OneSpan Sign, the Classic User Experience is no longer supported for SaaS customers. This section is thus only intended for on-premises customers who have not yet migrated to our Container deployment.

Interface

If you are new to OneSpan Sign, you can familiarize yourself with the various navigation components and toolbars, as well as with the four folders used to organize document packages.

The following image identifies various elements of the OneSpan Sign interface.

The rest of this page describes the following elements of the OneSpan Sign interface:

• Toolbars
• Folders

Toolbars

This section describes the following items:

• Global Navigation Toolbar
• Global Actions Toolbar
• Package Toolbar & Progress Bar
• Signer Toolbar
• Supported Languages

Global Navigation Toolbar

After logging in, the following Global Navigation Toolbar is visible in the top-right corner of the page:

The following sections describe the elements on that toolbar:

• Creating a Document Package
• Inbox Folder
• Drafts Folder
• Templates Folder
• Groups Folder
• Identity
• Viewing Your Account Information

Global Actions Toolbar

The Global ActionsToolbar appears below the OneSpan Sign Toolbar when one or more global actions are available. The Global ActionsToolbar is context-sensitive, and dynamically decides what actions are available to you based on your current selection.

The Global ActionsToolbar may include the following items:

• Save Template: Saves the settings of the current Document Package as a new template.
• Create Template: Creates a new Document Package template from scratch.
• Trash: Deletes the selected Document Package.
• Settings: Enables you to edit the package name, and modify advanced options.
• Opt out: Enables a signer to opt out of signing the Document Package.
• Send: Sends the Document Package to signers.
• Prepare to Send: Opens the Designer, which enables you to add Signature Boxes and fields to a document.
• Save Layout: Saves the current Designer view as a new layout, including all Signature Boxes and fields.
• Apply Layout: Applies a previously saved layout to the current document.

Package Toolbar & Progress Bar

Each document in the Documents List has a toolbar, as well as a Progress Bar that indicates the number of signatures within it that still need to be signed.

In the Inbox, Drafts, Archived, and Trashed folders, each document has a Package Toolbar to assist with the management of the associated package. To see the purpose of a toolbar button, hovering your mouse over the button displays its guidance annotation.

With the exception of the Electronic Disclosure and Signature Consent, the toolbar contains the following three buttons:

• Prepare: Provides quick access to document preparation, so you can specify signature areas and required signers for the document.
• Edit: Enables you to change a document's name or description. By default: (1) the document name is based on the file name; (2) no description is provided.
• Delete: Removes the document from the list of documents.

Signer Toolbar

Every signer in the Signers list has their own Signer Toolbar, which contains the following two options:

• Edit: Enables you to change the signer's information (e.g., their name, email address, and authentication method).
• Delete: Removes the signer from the Signers list.

Supported Languages

OneSpan Sign is available in the following languages:

Language	Value in the Code
български (Bulgarian)	[bg]
English (United States)	[en]
English (United Kingdom)	[en-GB]
Dansk (Danish)	[da]
Deutsch (German)	[de]
Español (América Latina)	[es]
Español (España)	[es-ES]
Français (French)	[fr]
Italiano (Italian)	[it]
Nederlands (Dutch)	[nl]
Norsk - Bokmål (Norwegian)	[nb]
Português (Portuguese)	[pt]
Polski (Polish)	[pl]
Română (Romanian)	[ro]
Pусский (Russian)	[ru]
Ελληνικά (Greek)	[el]
中文简体 (Chinese - Simplified)	[zh-CN]
中文繁體 (Chinese - Traditional)	[zh-TW]
日本語 (Japanese)	[ja]
한국어 (Korean)	[ko]
اللغة العربية (Arabic) Available only in the Signer Experience	[ar]

Although senders can specify any of the above languages, a Mobile Signing Ceremony can display information only in English, Français, Deutsch, Português, and Español. If any other language is specified, the Mobile Signing Ceremony will default to English.

Folders

The following Global Navigation folders can help you manage your document packages:

• Inbox Folder
• Drafts Folder
• Templates Folder
• Groups Folder
• Archived Folder
• Trashed Folder

You can access these folders via their associated tabs.

Inbox Folder

Your Inbox contains all the document packages you have sent. From here, you can view a package's completion status. In the toolbar for managing the document package, you can:

• Download all files
• Save the package as a template. See Templates Folder
• Delete the package
• Archive the package

The above image of the Inbox folder indicates that two packages have been sent. For the Term Insurance Application package, you (the package owner) were required to sign once, and you have done so. Ann Balak's signature is required in two places, but she hasn’t yet signed either one. The Mortgage and Insurance Application package is complete, as indicated by the associated checkmark. This means that all signers have signed their documents, all signatures have been digitally applied, and all documents have a tamper-evident seal.

Drafts Folder

The Drafts folder lists the document packages you have created, but have not yet sent. For each package, a toolbar contains several buttons for managing the package. You can:

• Prepare Documents by placing signatures for each signer
• Save the package as a template. See Templates Folder
• Edit the document's information
• Delete the document

To open a package to add signers or documents, click the package name.

Templates Folder

Templates are a quick way to recall package settings that you might want to re-use (e.g., signers, signer workflow, signature settings, field settings).

The Templates folder contains all the templates you have saved, or that have been shared with you by other signers on your account.

To create a template:

1. From the Global Navigation Toolbar, click Templates.
2. From the Global Actions Toolbar, click Create Template.
3. In the Name dialog box, give the new template a descriptive name (required).
   • Optional: Give the template a description.
   • Optional: You can make the template shareable by clicking the Share Template check box.
   • Optional: You can use an existing template as a starting point for this new template by selecting it from the Template drop-down menu.
4. Click Create. A template is created.
5. You can now add signers, documents, and signatures to your template. They will be saved for future use.

Groups Folder

Sometimes it's convenient to share signature requests among all members of a group. Consider a drug store where multiple pharmacists are on shift at the same time. The head office could identify all pharmacists in that store as a single group, so that any available member can sign the paperwork required to deliver drugs.

In OneSpan Sign, a group is a collection of OneSpan Sign users who can act as a single signer from the point of view of the package creator. For a user to be eligible to become a group member, they must already be a member of the account.

The Groups folder displays the groups on your account.

Archived Folder

The list of packages in your Inbox may eventually become rather long. You can reduce the size of your Inbox by archiving those packages to which you no longer need immediate access. For each package, a toolbar contains several buttons for managing the package:

• Download all files
• Save the document package as a Templates Folder
• Delete the package

Only the document owner can download documents from an archived package, and these packages are no longer accessible to signers.

Trashed Folder

The Trashed folder lists the document packages you have deleted. For each package, a toolbar contains buttons for managing the package. You can:

• Recover a document back to the Inbox
• Delete the package permanently