An OneSpan Sign Convention is defined by the fact that it contains one or more of the following types of objects:
- Text Tags: A Text Tag is an object that can insert a OneSpan Sign field (e.g., Street Address) at particular positions in multiple documents for multiple recipients.
- Field Mappings: A Field Mapping is an object that enables the following features:
- Insert: This feature copies a value of a Salesforce field (e.g., Street Address) into a corresponding field of a OneSpan Sign document when a transaction is being prepared. That data can then be retrieved from the signed document. The data in question can be either data about a recipient, or data about a Salesforce "related object".
- Writeback: This feature copies a value of a OneSpan Sign field (e.g., First Name) into a corresponding Salesforce field. Using it, data entered by recipients during the Signer Experience can be written back into Salesforce fields, based on Field Mappings defined when the transaction is completed.
The relevant OneSpan Sign field must exist before you can insert a Salesforce value into it. You can create the required OneSpan Sign field by using a Text Tag.
The Writeback feature is disabled by default.
A Convention can be defined by users with OneSpan Sign Template Admin permissions.
OneSpan Sign Conventions can be used to perform the following kinds of tasks: