Using the New Signer Experience

This section discusses the following topics:

An Administrator can enable the redirection of signers to a customized external page when their session expires. To arrange this, please contact our Support Team.

Signing Documents as a Transaction Owner

The Transaction Owner is the first person prompted to sign a transaction's documents, unless a Signer Workflow has been created that specifies a different signing order.

To sign documents as a Transaction Owner:

  1. Where indicated, click SIGN or INITIAL.
  2. Click OK to confirm your signature.
  3. Repeat for each of the document's Signature Boxes that you must sign. A progress bar at the top of the document indicates the number of signatures you have completed, as well as the total number of your signatures required by this document.
  4. If additional documents in the transaction require your signature, continue to sign each document where indicated.

Signing Documents as a Signer

You will be notified that you have documents to sign via an email message, which states that you have been added as a signer to a OneSpan Sign transaction. That message will include a link to the transaction. The Transaction Owner may have included additional text, which will appear below the link.

To sign documents as a signer:

  1. In the email message you receive, click Go to Documents.
  2. Depending on the settings chosen by the Transaction Owner, you will need to verify yourself as a signer for the transaction. One of the following Authentication Methods may be used:
    • Authentication by Email is the simplest form of authentication. It simply requires you to click the link in your invitation email.
    • Authentication by SSO requires you to enter an email address and password. Once successfully authenticated by an Identity Provider, you will be redirected to the Signing Ceremony.

    • Authentication by Q&A requires you to answer one or more questions. Correctly answer all questions, and then click Login.
    • Authentication by SMS requires you to enter a seven-digit SMS code that you received on your mobile phone. Enter the code, and click Login. This SMS code is sent when you click the link in your invitation email. If you have not received a code, use the Click here link.
  3. Read and Accept the Electronic Disclosure and Signatures Consent document.
  4. OneSpan Sign automatically includes the Electronic Disclosures and Signatures Consent agreement in all its transactions. All signers must accept the terms of this agreement before they can access transaction documents.

    If you do not want this agreement in your transactions, please contact our Support Team.

  5. Sign all Signature Box TypesA rectangular space within an electronic document whose purpose is to receive and display an electronic signature. within the document. If any other signer has already signed the document, their signatures are visible in the document.
    TIP:
    • A progress bar at the top of the document indicates the number of signatures you have completed, as well as the total number of your signatures required by this document.
  1. Once you have completed signing a document, a confirmation request will appear. Click Confirm to confirm your signatures on the current document. If there are more documents for you to sign, they will appear.
  2. To verify your signed documents, click Review Documents.
  3. If you would like to keep copies of the signed documents (recommended), click Download Documents.
  4. At any time, you can download an unsigned, unverifiable version of a transaction's documents. To do so, click the download link on the side of the page. Click Download All to download all documents in the transaction.

  5. Once you have finished, simply close your browser to end the Signing Ceremony.

Accessible Signing

To sign accessible PDFs within an accessible transaction, signers must first click the Enable accessibility mode button within the Signing Ceremony.

This button is available only if the transaction is accessible.

Accessibility can be enabled in the New Signer Experience in one of the following ways:

  • By using the More Actions menu
  • By pressing the TAB key. Once pressed, an additional menu will appear which will allow you to tab through the following options:
    • Enable/Disable Accessibility: Enables or disables accessibility.
    • Skip to document: Brings up the document to be signed.

Once accessibility mode is enabled, the page will refresh and present the transaction's documents in a format that is consumable by screen-reader technology — including navigating all documents and completing the entire signing process.

NOTE:
  • The Signing Ceremony of an accessible transaction supports content magnification via the web browser (up to 200% zoom).
  • The Signing Ceremony of an accessible transaction supports the navigation of fields via the keyboard's TAB key.
  • Signers of an accessible HTML document use both the keyboard and mouse. Accessible HTML provides them with audio notifications via a screen reader.
  • Some known limitations for signers are described here.

Declining to Sign

After a signer has been authenticated, they can decline to sign a transaction.

To decline to sign a transaction:

  1. From the More Actions drop-down list, click Decline To Sign.
  2. Specify your reason for declining.
  3. By contacting our Support Team, account owners can: (1) customize the list of reasons that appear in the Decline dialog box; (2) disable that box's Other button.

  4. Click Decline. The transaction sender will be notified of your action, and you will no longer be able to view any document in the transaction.

Completing Signing

When you have signed all your Signature Boxes in a transaction's document, a Confirm button appears. Click this button to continue.

Downloading Signed Documents

After all signers have signed a transaction's documents, OneSpan Sign flags the transaction as Complete. A completed transaction is one that has been securely signed, and digitally sealed with a tamper-evident seal. Any attempt to tamper with the documents in the transaction or their signatures will break the seal. If that happens, the signatures will stop being legally binding.

OneSpan Sign sends an email to all signers to notify them that signing is complete. That email includes a link that signers can click to download the transaction with its securely signed documents. The email may also include the documents as attachments, depending on the options selected by the Transaction Owner when they created the transaction.

If Document Visibility was configured for the transaction, each person can download only those documents that the configuration permits them to view.

Signers are not required to download documents. They remain available for download until the Transaction Owner archives or deletes the transaction. It's nonetheless a good idea to download, so signers will have a copy of the documents for their records.

Signed documents are provided as PDFs. Each PDF includes visual indicators and messages that signers can use when they are Reviewing Signed Documents.

To download signed documents:

  1. In the email message you receive, click Download Completed Documents.
  2. In the page that appears click Download Documents.

Reviewing Signed Documents

After you download a transaction, you can review its documents. Each document is a PDF that contains your signatures and the signatures of all other signers. If you view a downloaded PDF using Adobe Reader, you can verify if its signatures are valid. One way of doing so is to click each signature — a popup states if the signature is valid, and provides further details about the signature's status.

You can also review signed documents by clicking the Download Completed Documents link in the email message that you received, and then clicking Review Documents.

PDF viewers other than Adobe Reader may not be able to reveal if a downloaded document and its signatures are valid.

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