A transaction is the experience of a OneSpan Sign user as they review, accept, sign, and potentially download documents. This section discusses the following elements of the Transactions page:
To learn how to create a transaction, see Using OneSpan Sign for SharePoint Online to Create a Transaction.
Transaction List
The list of transactions has the following columns:
- Transaction Name: Displays a transaction's name. Clicking the name of a transaction does one of the following:
- If it is your turn to sign, it opens the Signer Experience for the transaction.
- If it is not your turn to sign, it opens the transaction's main page.
- Status: Displays a transaction's status. Here are the possible statuses:
- Draft: The transaction has not yet been sent.
- In progress: The transaction has been distributed for signatures, but has not yet been completed.
- Completed: The transaction has been signed by all recipients.
- Opted out: The transaction has at least one recipient who has opted out of signing the transaction electronically.
- Declined: The transaction has at least one recipient who has declined to sign the transaction.
- Expired: The transaction has expired (i.e., its expiry date is in the past).
- Archived: The transaction has been archived.
- Recipients: Displays a transaction's recipients. If a transaction has imposed a signing order, its recipients are listed in that order
- Expiry Date: Displays a transaction's expiry date.
- Created On: Displays the date the transaction was created.
- Updated On: Displays the date when a transaction was last updated.
Transaction Folders
Each of your transactions is automatically placed in one of the following folders:
- Inbox: Contains transactions that you have created and sent, as well as transactions created by others that you have signed.
- Drafts: Contains all your draft transactions.
- Archived: Contains all your archived transactions.
- Trashed: Contains all your trashed transactions.
Finding Transactions
Use any of the following methods to help you find a specific transaction:
- Search: You can search by transaction name, by a keyword in the transaction description, or by a date range within which transactions were updated.
- Sort: By default, the Transaction List is sorted in descending order of the last updated date. However, you can re-sort the list by name, by last updated date, by status, or by expiry date — and make any one of these orders ascending or descending.
- Filter: You can filter the Transaction List based on transaction status. The statuses available to serve as filters are All, Completed, Expiring soon, In progress, and Requires my signature.