Fast Track

OneSpan Sign's Fast TrackA OneSpan Sign feature that enables the rapid distribution of transactions for signing, automates the e-signature process, and eliminates the need to send individual transactions to your recipients. With Fast Track, you can associate a template with a single URL that links to your documents, and distribute it instantly to a large number of recipients. feature enables you to quickly distribute transactions for signing.

Fast Track uses a Signing URL to send a transaction template directly to all signers. It also uses the Sending URL to ask a sender to distribute a transaction template directly to one or more signers. Upon navigating to the Sending URL, the sender is asked to specify the first name, last name, and email address of the signers. Note that:

  • If you are using more than one signer placeholder, you must use a Sender URL for the Fast Track feature because the sender must identify Signer 1, Signer 2, etc.
  • The sender doesn't need to have a OneSpan Sign account, or to be logged into OneSpan Sign when they distribute the transaction.
  • The Sender URL can even be used to send a transaction template to a third-party sender, who will then be the one to specify the signers' credentials.

The Signing and Sending URLs can be used to save and bookmark a transaction for future use.

This rest of this section discusses:

Obtaining URLs for Distribution

Prerequisites

  • Fast Track is enabled on your account.
  • The template selected in Step 2 below contains a placeholder recipient, a document, and a Signature Field for the placeholder recipient.

Action

To obtain a Signing URL or Sender URL for subsequent distribution:

  1. In the OneSpan Sign menu bar, click Templates. The Templates page appears.
  2. Click the template you want to send via Fast Track. That template's page appears.
  3. In the Template details section of that page, click Fast Track URLs. The following items appear:
    • Signing URL: Displays a read-only version of the Signing URL. You can copy this URL and then email it to signers, and/or bookmark it for future use. Upon navigating to the Signing URL, signers are prompted to input their first name, last name, and email address. They are not authenticated through their email address, so it's critical that you send the Signing URL only to its intended recipients. This field is hidden if more than one signer placeholder exists in the template.
    • Signing URL QR Code: Displays the QR Code of the Signing URL. Hovering over the QR Code enables you to save an image of it. This field is hidden if more than one signer placeholder exists in the template.
    • Sending URL: Displays a read-only version of the Sending URL. You can copy this URL and then email it to your desired sender, and/or bookmark it for future use.
    • Sending URL QR Code: Displays the QR Code of the Sending URL. Hovering over the QR Code enables you save an image of it.

Responding to a Signing URL

To respond to a Signing URL:

  1. Navigate to the Signing URL. A page appears with the following fields.
    • Transaction Name: A read-only field that displays the transaction name.
    • Role: A read-only field that displays the role of the placeholder recipient.
    • First Name: The signer’s first name. This is a required field.
    • Last Name: The signer’s last name. This is a required field.
    • Email: The signer’s email address. This is a required field.
  2. As a signer, type your First Name, Last Name, and Email in the provided fields.

    If multiple placeholders are defined, a section will be provided for each signer to enter their own credentials.

  3. Once you've entered the above credentials, click Submit. One of the following then happens:
    • If only a single Role has been defined, the Signing Ceremony for the transaction will open.
    • If multiple Roles have been defined, a confirmation page will be displayed with a message that reads “Package created successfully. An invitation email will be sent to all participants shortly.

Responding to a Sending URL

To respond to a Sending URL:

  1. Navigate to the Sending URL. You are asked — as the sender — to specify credentials for the signers. Specifically, a page appears with the following fields:
  • Transaction Name: A read-only field that displays the transaction name.
  • Role: A read-only field that displays the role of the placeholder recipient.
  • First Name: The signer’s first name. This is a required field.
  • Last Name: The signer’s last name. This is a required field.
  • Email: The signer’s email address. This is a required field.
  • Type appropriate values for the last three of the above fields.
  • If multiple placeholders are defined, a section will be provided for each signer.

  • Once the above credentials have been entered, click Submit. A request to create the transaction will then be submitted. A progress message will be displayed that reads “Submitting signers to server…” Later a confirmation page will be displayed with a message that reads Package created successfully. An invitation email will be sent to all participants shortly.
  • Video Tutorial

    How to Use Fast Track in OneSpan Sign

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