OneSpan Sign has many features that can help you build your customized solution. We’ve got some great examples that will enable you to get the most out of integrating OneSpan Sign into your application.

User Authentication

Describes how to create authentication tokens for users, senders, and signers.

Signer Experience

Describes how to use Markdown to format some elements of the Signer Experience.
Describes how to customize the Thank You Summary page that appears in the Signer Experience.
Describes how to create a Signing Session for a signer.
Describes how to customize the Signer Experience.
Describes how to create Handover URLs at the account, transaction, and language levels.
Describes how to store extra data about a signing session in a transaction’s Evidence Summary.
Describes some best practices for using iFrames to integrate OneSpan Sign’s Classic UI or New UI into a third-party application.
The default security setting on some browsers can prevent the Signing Ceremony or Designer from opening. This topic describes how to fix that.

Account Settings

Describes how to manage the Senders in your OneSpan Sign account.
Describes how to permit access to a Sender’s transactions by one or more other users on your account.
Describes how to manage the groups in your account.
Describes how to retrieve a summary of all groups in your account.
Describes how to email a Sender in your account a request to reset their password.
Describes how to manage roles and permissions in your account.

Customization

Illustrates how to customize the Signer Experience with visual elements like primary and secondary colors.
Available for:
The following guide shows you how to handle OneSpan Sign exceptions.
Available for:
Describes how to retrieve the contents of the Thank You dialog box that appears to signers when they finish signing all documents in a transaction.
Describes how to make API calls to OneSpan Sign through a proxy server.

Transactions

Describes how to create a transaction (or template) on behalf of another Sender in your account.
Describes how to create a Designer session that a Sender can use to prepare a draft transaction for signing.
Illustrates how to create a transaction with customized document attributes.
Describes how to create a Designer session that a Sender can use to prepare a draft transaction for signing.
Describes how to add customized data to a transaction.
Describes how to configure the languages that OneSpan Sign will display at the transaction and signer levels.
Describes how to configure a time zone for an account, a Sender, or a transaction.
Describes how to configure an expiry date for a transaction.
Describes how you can apply all of a signer’s signatures to all of a transaction’s documents in one call.
Describes how to use OneSpan Sign to sign documents that have signatures from an external signature solution.
Describes how to store chattel paper and other contracts (e.g., loans) in a digital vault.
Describes how to store an e-Note from a mortgage transaction in a digital vault.
Describes every possible status of a transaction, and illustrates how to change a transaction’s status.
Illustrates how to customize the email sent to signers when they’re invited to sign a transaction.
Describes how to create a schedule for email reminders that will be sent to transaction recipients who have not yet signed.
Describes how to retrieve the signing status of a particular transaction or signer.
Illustrates how to retrieve all transactions in a given date range, or in a given state.
Describes how to retrieve, update, archive and delete your transactions.
Describes how to enable and work with Virtual Rooms as a Developer.

Templates and Layouts

Describes how to create a new template, or create a template from an existing transaction.
Describes how to add, replace, or remove signature placeholders in a template.
Describes how to create a transaction from a template.
Describes how to use Fast Track to send template-created transactions for signing.
Describes how to retrieve, update and delete existing templates.
Describes how to create, retrieve, apply and delete document layouts.

Mobile

Describes how to enable signers to sign using a mobile device.

Documents

Describes how to: (1) upload/delete a document to/from a transaction; (2) update a document’s metadata.
Describes how to create a consent document.
Describes how to configure the order in which a recipient will view a transaction’s multiple documents.
Describes how to configure which recipients can view which documents in a transaction.
Describes how to download a transaction’s documents at any time.

Event Notifications

Describes how to set up Callback Event Notifications.
Describes how to create a simple Callback Event Notification Listener.
Describes how to use JavaScript Event Notifiers when the Signing Ceremony is embedded in an iFrame.

External Signer Verification

Describes how to enable the system to verify a signer's identity via their credentials with an external organization.
Discusses a sequence diagram that illustrates the process of External Signer Verification.
Provides sample Java code that illustrates how to integrate an External Verification Server with OneSpan Sign’s Application Backend.

Signatures and Fields

Describes how to create OneSpan Sign signatures and fields from a PDF’s signatures and fields.
Describes how to ensure that the exact position and size of a PDF’s signatures and fields are automatically retained in OneSpan Sign.
Describes how to insert signatures and fields in a document by using its Text Tags.
Describes how to position signatures and fields in a document by using its Text Anchors.
Describes how to configure signatures as optional.
Describes how to ensure that, within a document, a signer must draw their signature in all specified Signature Boxes of type Capture Signature.
Describes how to add, update, and delete signatures in a document.
Describes how to extract the image of a signer’s captured signature.
Illustrates how to retrieve all applied signatures in a sent transaction.
Describes how to add and update fields in a document.
Describes how to inject values into a PDF’s Form Fields when the PDF is added to a transaction.
Describes how to restrict the range of acceptable values for a field in a document.
Describes how to manage Custom Fields.
Describes how to retrieve the field values entered by a signer.

Signers

Describes how to add, update, or remove signers in a transaction.
Describes how to give a signer the status of a notary.
Describes how to configure the order in which multiple signers can participate in the Signing Ceremony.
Describes how to manually resend an email invitation to sign.
Describes how to implement various methods of authenticating a signer’s identity.
Describes how to enable a transaction’s signer to assign someone else to sign all documents on their behalf.
Describes how you can sign all of a transaction’s documents for one of its signers in a single call.
Describes how to retrieve the reasons entered by signers when they declined to sign.
Describes how to manage file attachments from signers.
Describes how to enable a completed transaction’s signed documents to be delivered to the recipients by email.
Describes how to unlock a signer who has been locked out of their account.

Reports

Describes how to retrieve different types of data. For example, version information, transaction objects, reports, and e-Notary Journal entries.
Describes how to retrieve a report on a particular Sender’s transactions for a specific date range and status (e.g., DRAFT, SENT, COMPLETED).
Describes how to retrieve the Usage Report. The Usage Report displays, for each sender, the number of packages that are in each possible state (for example, DRAFT, SENT, COMPLETED).
Describes how to retrieve a report on an account’s delegation events in a specific date range.
Describes how to retrieve e-Notary Journal entries for a particular Sender.
Describes how to retrieve a transaction’s Audit Trail (i.e., its step-by-step history).
Provides guidance on handling SDK exceptions.
Describes how to retrieve the current version of OneSpan Sign.