Last modified: 2024-03-04

Self-Service Account Configuration

OneSpan Sign has numerous settings that can be configured to optimize its operation in your environment. By using the Account Configuration page, you can configure many of these settings yourself. The following procedure describes how to do so.

Additional settings can be configured by contacting our Support Team.

To configure OneSpan Sign settings yourself:

  1. In the Sender part of the New User Experience, click Admin > Account Configuration. The Account Configuration page appears.

  2. Enable or disable settings as you wish by selecting or clearing the checkbox next to each setting.

  3. For help finding a specific setting, use the Search bar at the top of the page. Note that searching within this page now returns any sub-settings of a returned search result, even if those sub-settings do not match the original search. For additional guidance, see the next section.

  4. Click Save.

Navigating the Account Configuration Page

The left pane of the Account Configuration page displays the following sets of items:

Feature Settings

The following table describes the types of Feature Settings that appear on the right pane of the Account Configuration page.

Feature Setting Description
General Various general features (e.g., Group Management, In-App Reporting)
Document Preparation Document-preparation features that a Sender can use when they create a transaction
Document Security A setting that flattens documents for recipients
Authentication Various User Authentication settings
Signing Various signing options (e.g., mobile-signing options, Consent document behavior)
In-Person esigning Settings. for In-Person signing
Email Documents Settings that determine if and how signed documents and Evidence Summaries are sent by email

Transaction Settings

The following table describes the types of Transaction Settings that appear on the right pane of the Account Configuration page.

Transaction Setting Description
General General features that operate when recipients interact with a transaction
Declining to Sign Settings that determines if and how recipients can decline to sign a transaction
Signature Settings Settings that control various aspects of signatures (e.g., how signatures are displayed)
In Person/Notary Configuration Settings that determine how In-Person and Notary transactions are conducted (e.g., the use of affidavits)
Sender Miscellaneous options that can be made available to Senders when they create a transaction (e.g., Document Extraction, Text Tag Extraction, Screen Reader accessibility, font size)
Global Actions Settings that determine Document Download and Evidence Summary behavior

Signing UI Options

These options govern various aspects of the Signer Experience. The following table describes the types of options that appear on the right pane of the Account Configuration page.

Signing UI Option Description
Overview Options Options that control the display of the Transaction Overview page
Complete Summary Options Options that control the display of the Transaction Summary page
InPerson Welcome Options Options that control the display of the in-person Welcome page.
InPerson Host Thank you Options Options that control the display of the in-person Thank You page
Notary Welcome Options Options that control the display of the notary Welcome page
Notary Host Thank you Options Options that control the display of the notary Thank You page
VR Overview Options Options that control the display of the Virtual Room's Overview page

System Settings

The following table describes the System Settings that appear on the right pane of the Account Configuration page.

System Setting Description
Maximum login attempts for sender Specifies an account sender's maximum number of failed login attempts. Once this number is reached, the sender account will be locked.
Session expiry Specifies how long the session of an account sender or recipient will remain active (maximum = 10 hours).
Session expiry warning Specifies how long before session expiry recipients will be warned that their session is about to expire (maximum = 10 hours).

Designer Settings

The following table describes the types of Designer Settings that appear on the right pane of the Account Configuration page.

Designer Setting Description
General Settings that determine what general actions senders can take in the Designer
Documents Settings that determine how senders can configure documents in the Designer
Recipients Settings that determine how senders can configure recipients in the Designer
Layouts Settings that determine how senders can configure layouts in the Designer

Upload Settings

The Upload Settings on the right pane of the Account Configuration page contain an Allowed file types field that can specify the file types that recipients will be permitted to upload as attachments.

Email Reminders

The Email Reminders on the right pane of the Account Configuration page contain a Send email reminders field that can configure a schedule for email reminders that will be sent to all recipients who have not yet finished signing.

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