If you're just getting started with OneSpan Sign, these simple, step-by-step guides will walk you through the basics of using OneSpan Sign with the API or SDKs, such as creating/sending your first package or checking the status of a package and downloading documents.

Salesforce

Introduces the Integrator’s Guide for OneSpan Sign for Salesforce.
Describes how to create a transaction programmatically from a Custom Button or Custom Action.
Introduces the concept of OneSpan Sign Conventions, and the tasks they can automate.
Describes how to use Text Tags to facilitate the insertion of fields in documents.
Describes how to use Field Mappings to auto-populate data between OneSpan Sign and Salesforce.
Describes how to update OneSpan Sign and Salesforce fields programmatically.
Describes how to: (1) activate the Auto-Prepare feature, which enables users to automatically prepare transactions for sending; (2) automatically send a transaction once it's created.
Describes how the Auto-Prepare feature can enable third-party applications to automatically create and distribute third-party documents after populating their templates with Salesforce data.
Describes how to configure a custom domain name for OneSpan Sign (e.g., if you have an on-premises installation or a private cloud).
Describes how to make OneSpan Sign for Salesforce satisfy the security requirements of certain government organizations.

Microsoft Dynamics CRM

Introduces the Integrator’s Guide for OneSpan Sign for Microsoft Dynamics CRM.
Describes how to create transactions from Custom Buttons.
Introduces the concept of OneSpan Sign Conventions, and the tasks they can automate.
Describes how to use Text Tags to facilitate the insertion of fields in documents.
Describes how to use Field Mappings to auto-populate data between OneSpan Sign and Microsoft Dynamics CRM.
Describes how to automatically update OneSpan Sign fields and Microsoft Dynamics CRM fields.
Describes how to: (1) use a Custom Entity to create a transaction; (2) add an informative sub-grid to a Custom Entity.
Describes how to configure notifications to be sent when the status of a transaction changes.
Describes how to use the connector’s API to do things like creating, updating, or deleting OneSpan Sign records.
Describes how to modify the Site Map Menu to add Entities and OneSpan Sign records to the OneSpan Sign area.
Provides sample HTML code that creates a transaction.