The following step-by-step guides walk you through the basics of using OneSpan Sign as an Administrator. If you have questions, please visit our forums.
General Admin
URGENT ACTION REQUIRED: On October 1, 2022, Microsoft began disabling Basic Authentication in Exchange Online. OneSpan Sign relies on Exchange Online to send email notifications to signers. You had until December 31 to fix this situation. If you did not do this by December 31, 2022, all email notifications to your account's signers may stop working. To fix this problem, read here.
Describes features that can be enabled for your account by contacting our Support Team.
Describes recent software updates made to remove security vulnerabilities.
Describes how you can use Self-Service Account Configuration options to configure your OneSpan Sign account.
Provides information on currently supported and deprecated TLS versions, as well information on our supported Cipher suites.
Available for:
Describes how to update expiring or expired certificates.
Describes some of OneSpan Sign's advanced Admin features.
This topic provides a link to all supported email domains.
New UX Admin
Describes how an Admin can manage the Senders associated with their account.
Describes how an Admin can manage the users associated with their account.
Describes how an Admin can manage the Roles associated with their account.
Describes how to manage groups. A group is a set of users who can act as a single signer from the point of view of a transaction’s creator.
Describes how to manage an account’s subscriptions (e.g., by specifying the number of Senders allowed in the account).
Describes how to specify how long transactions in specific states will be retained on OneSpan Sign’s servers.
Describes how an Admin can specify expiry times for their account's transactions that are in the state Sent.
Describes how to use the product’s Fast Track feature, which enables the rapid distribution of a single transaction to multiple signers.
Describes the product’s Bulk Sending feature, which enables the creation and distribution of multiple transactions with minimum effort.
Describes how to create a Custom Field. Such fields are automatically populated at the time of signing with data specific to the signer.
Describes features that enable both in-person notarizations and Remote Online Notarizations (RON).
Available for:
Describes how an Admin can rebrand the Signer Experience.
Describes how to configure which transactions a delegate can view.
Describes how users can define their authentication settings to communicate with OneSpan Sign from within their own system via API calls.
Describes how to register for automatic updates on various OneSpan Sign events.
Describes how to create an accessible transaction or template for people with disabilities.
Describes how an Admin can specify a password policy for their account.
Describes how organizations can securely store critical signed and completed digital agreements ensuring long-term viability and integrity that withstands the test of time.
Describes the product’s Enterprise Administration feature, which enables an organization’s Account Admins to manage users, groups, and accounts for their lines of business.
Reports
Describes how to run an Account Summary Report that creates, for each sender on an account, the number of associated transactions, grouped by status.
Provides an overview of In-App Reporting, a feature that provides access to Transaction Reports and Account Reports created by the system.
Describes system-created reports that provide data about transactions on your account (e.g., information about senders, signers, and key events).
Describes system-created reports that provide information about actions on your account (e.g., when specific users joined the account).
These reports allow you to monitor IDV related transactions, and review verification results.
SSO Authentication via SAML
Introduces SAML as a tool to facilitate integration with third-party applications that provide Web SSO. Single Sign-On (SSO) authentication enables users to log on to OneSpan Sign’s SaaS service using third-party entities.
Describes how to get started with SAML, including how to configure: (1) accounts for senders; (2) SSO for recipients.
Describes how to configure an Identity Provider for SAML.
Available for:
Provides links to SAML metadata and certificates you may need to import when you configure an Identity Provider for SAML.
Describes how to configure SAML on your OneSpan Sign account.
Describes how to test your SSO functionality once your SAML configurations are complete.
Certificate Signing
introduces OneSpan Sign's Personal Certificate Client (PCC), which enables users to sign with a digital certificate that resides on a Smart Card or hardware token.
Describes what an administrator must do before the PCC can be used.
Describes how to install the PCC, and explains how its Consumer and Corporate editions differ.
Describes how the PCC uses WebSocket to communicate with OneSpan Sign's JavaScript Libraries.
Describes how the PCC secures its communication with OneSpan Sign servers.
Describes the security measures customers should implement when using the PCC.
On Premises 22.1
Introduces the option of deploying OneSpan Sign in an on-premises environment as a set of Docker container images.
Describes hardware, software and database requirements needed to use containerization.
Describes how to deploy OneSpan Sign in an on-premises environment using containerization.
Describes some parameters you may need to configure for the PDF Document Engine’s Service Container.
Describes how to retrieve containers from an Elastic Container Registry (ECR).
Describes several known issues regarding containerization.
Describes how to upgrade to the latest version of OneSpan Sign’s Helm Chart.
Describes ways to monitor and maintain your containers after OneSpan Sign has been deployed.
Classic UX Admin
Describes how Admins can manage accounts via the Classic UX.
Describes how to manage groups. A group is a set of users who can act as a single signer from the point of view of a transaction’s creator.