Creating a Transaction

To create a transaction:

  1. Tap the Create a new transaction icon on the Dashboard. That icon also appears in the top-right corner of the Transaction List.
  2. On the New Transaction page, enter a name for the new transaction.
  3. Add at least one document to the transaction by tapping the Document icon (the supported file types are PDF, PNG and JPG). You can add a document from any location that appears on the following dialog box:
  4. Add at least one recipient to the transaction by tapping the Recipient icon. Specify information about the recipient using the following dialog box (e.g., the Authentication option permits you to select Email, SMS or Q&A as the authentication method for the recipient; the Allow change recipient option permits the recipient to delegate signing to another person):
  5. If you want to add any of the following optional settings to the transaction, do so by clicking the Settings icon:
  • Add a description of the transaction
  • Enable In-Person signing
  • Review the transaction before completion
  • Specify an expiry date
  • Tap Next to prepare the added documents.
  • Creating a Transaction

    To create a transaction:

    1. Tap the Create a new transaction icon on the Dashboard. That icon also appears in the top-right corner of the Transaction List.
    2. On the New Transaction page, enter a name for the new transaction.
    3. Add at least one document to the transaction by tapping the Document icon. You can add a document from any location that appears on the following dialog box :
    4. OneSpan Sign supports the following types of documents:

      • Adobe's Portable Document Format (*.pdf)
      • Microsoft Word (*.doc or *.docx)
      • Open Office (*.odt)
      • Text (.txt)
      • Rich Text Format (.rtf)

      Please be aware of the following:

      • The maximum size of a single document is 16 MB. The only exceptions concern our Salesforce and Microsoft SharePoint connectors, whose maximum is 5 MB per document. Smaller documents yield better performance — we recommend under 5 MB per document.
      • If you enable email delivery while configuring a recipient, documents that are larger than 5 MB will not be added as attachments to the email.
      • OneSpan will not provide Technical Support for a transaction or transaction template that has more than 10 documents.
      • Document file names should not contain any of the following comma-separated characters: *, /, \, :, <, >, |, ?, ".
      • A document's name cannot contain the string esigned.
      • Uploading password-protected or corrupted documents will trigger an error.
      • PDFs added to a transaction must not have syntax errors. We strongly recommend that you scan a PDF for syntax errors before you add it to a transaction (e.g., by using Adobe's Preflight tool).
      • PDFs with the NeedAppearances flag set to true are not currently supported.
    5. Add at least one recipient to the transaction by tapping the Recipient icon. Specify information about the recipient using the following dialog box (e.g., the Authentication option permits you to select Email, SMS or Q&A as the authentication method for the recipient; the Allow change recipient option permits the recipient to delegate signing to another person):
    6. If you want to add any of the following optional settings to the transaction, do so by clicking the Settings icon:
      • Add a description of the transaction
      • Enable In-Person signing
      • Review the transaction before completion
      • Specify an expiry date
    7. Tap Next to prepare for signing the documents you added.