These simple, step-by-step guides will walk you through the basics of administering your OneSpan Sign account, whether that's configuring single sign on, setting accessibility settings, doing general administrative tasks on your account, and more. If you have questions, be sure to ask in the forums.

General Admin

Describes features that can be enabled for your account by contacting our Support Team.
Describes recent software updates made to remove security vulnerabilities.
Describes deprecated TLS versions, including when they were deprecated.
Available for:
Describes how to update certificates that expired in April 2020.

New UX

This topic describes bulk sending, which allows users to create and distribute multiple transactions.
A custom field is automatically populated with data that is specific to the signer. This topic helps those with Admin Accounts customize these fields.
A group is a set of users who can act as a single signer from the point of view of a transaction's creator. The Groups page lets you manage the groups in an account.
The Senders page enables you, as an Admin, to manage the list of senders associated with your account.
This topic describes the various ways you rebrand various elements in the Signing Ceremony.
The Users page enables you, as an Admin, to manage the list of users associated with the selected account.
This topic describes our e-Notary feature, which allows notaries to easily and electronically notarize documents. Notarization occurs in many situations where documents need to be signed (e.g., land transfers vehicles, insurance claims, while creating liens or trusts). Remote Online Notarization facilitates signers and Notaries to get documents signed and notarized online, without the need to physically meet one another.
Enterprise Administration enables an organizations' Account Administrators to effectively manage users, groups and accounts for their lines of business.
Describes how to use Fast Track, which automates the e-signature process and eliminates the need to send individual transactions to your recipients.
This topic provides information on the Integration page. This page displays your account API Key, and enables you to configure event notifications.
This topic provides information on how to create an accessible transaction or accessible template.
The Roles page enables you, as an Admin, to manage the list of Roles associated with the selected account.
This topic describes how to administer passwords.
This topic describes how Admins can manage account subscriptions, including how to upgrade from a free trial, and the number of documents, signatures and recipients that are allowed.
This topic describes how to specify the expiry time for transactions that are in a Sent state.
This topic describes how to specify how long transactions in specific states will be retained on OneSpan Sign's servers.

Classic UX Admin

This topic provides general information that may be useful to administrators, and links to various Classic Application Administrator topics.
A group is a collection of OneSpan Signers users that 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
This topic provides information on forced logins, evidence summaries and audit trails, KB, OFAC Blacklist, fast tracking, bulk sending, and e-Notary.

Accessibility Admin

OneSpan Sign provides Accessibility Support, which allows visually impaired users to review and click-to-sign PDF documents.
Available for:
OneSpan Sign provides Accessibility Support, which allows visually impaired users to review and click-to-sign PDF documents.
This topic provides information on how to enable your keyboard to use our drag-and-drop features while creating a transaction. In here you will find links to tutorials for both Windows and Mac users.
To create an accessible transaction you must first create a PDF that is accessible. This topic describes how to create a tagged PDF, and gives some general best practices while doing so.
Once you have created an accessible PDF, you can use this topic to learn how to create an accessible transaction using that PDF.
This topic describes how to sign an accessible document.
This topic outlines some of the current known limitations that may affect users attempting to create or sign accessibly tagged documents.

Certificate Signing

This topic 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.
This topic explains how to install the PCC, and explains the differences between the Consumer and Corporate editions.
This topic explains what an administrator must do before the PCC can be used.
This topic explains how the PCC uses WebSocket to communicate with OneSpan Sign's JavaScript Libraries, including what SSL Certificates are required, how to use an external proxy, and WebSocket's ports.
This topic explains how the PCC secures its communication with the OneSpan Sign server.
This topic explains the security measures that you should implement when using the PCC.

SAML

An introduction to Single Sign-On using Security Assertion Markup Language (SAML). OneSpan Sign uses SAML to integrate with SSO applications.
This topic describes how to get started with SAML, including how to configure your accounts and use customized redirection URLs.
This topic provides links to topics on how to configure major identity providers, such as ADFS or OKTA, for use with SAML and OneSpan Sign.
This topic provides links to downloadable zip files that contain SAML metadata.
This topic provides information on how to configure SAML on your OneSpan Sign account. Single Sign-on Authentication enables users to log on to OneSpan Sign's SaaS service using third-party entities
This topic describes how to test your connectivity to the appropriate URL, to ensure that your SAML setup is working properly.