To create a package template:
- On the top Navigation Menu, click Templates. Your existing templates appear under Package Templates.
- To create a new template, in the ribbon click New. The New OneSpan Sign Template page appears.
- Give the new template a Name, and optionally a Description.
- Optional: Associate the template with an Account or an Opportunity.
- Optional: Under Advanced Options, you can set:
- Language — The package's language
- Email Message — An email message for all signers
- In Person Signing — Check this option if you want the signers to sign in person.
- Review After Completion — Check this option if you want to review the package and its documents before marking it as Complete.
- Enforce Signer Order — Check this option if you want the signers to sign in a particular order.
- Optional: Add one or more signers or signer placeholders to the template.
- Optional: Add one or more documents to the template.
- Click Save & Close.
You can modify the package template at any time.
To create a package template:
- On the top Navigation Menu, click Templates. Your existing templates appear under Package Templates.
- To create a new template, in the ribbon click New. The New OneSpan Sign Template page appears.
- Give the new template a Name, and optionally a Description.
- Optional: Associate the template with an Account or an Opportunity.
- Optional: Under Advanced Options, you can set:
- Language — The package's language
- Email Message — An email message for all signers
- In Person Signing — Check this option if you want the signers to sign in person.
- Review After Completion — Check this option if you want to review the package and its documents before marking it as Complete.
- Enforce Signer Order — Check this option if you want the signers to sign in a particular order.
- Optional: Add one or more signers or signer placeholders to the template.
- Optional: Add one or more documents to the template.
- Click Save & Close.
You can modify the package template at any time.
To create a OneSpan Sign template:
- Navigate to OneSpan Sign > Templates.
- Click New. The New OneSpan Sign Template page appears.
- Enter a Name and, optionally, a Description for the new template.
- Under Advanced Options, configure any of the following options you want:
- Email Message: Creates an email message to be sent to all signers.
- Convention: Specifies a OneSpan Sign Convention to be applied to the template.
- Auto-Prepare with Text Tags: Enables the package to be automatically prepared with previously specified Text Tags.
Insert Dynamics CRM Values: Specifies that after the package is prepared, Text Tag values will be inserted from OneSpan Sign for Microsoft Dynamics CRM. - In Person Signing: Enables in-person signing.
- Enforce Signer Order: Enforces an order in which signers must sign the package.
- Review After Completion: Enables the review of a package before it's marked as complete.
- Click Save.
- Add one or more documents to the template (see Adding Documents).
- Add one or more signers to the template (see Adding a Signer).
- Click Prepare to add Signature Blocks and fields to the template's documents (see Preparing Documents).
- Click Activate so the template can be used to create packages.
A template can be modified as long as it's not activated.
- Click Save & Close.