Getting Started as a OneSpan Sign Sender

This section discusses the following topics, which should help you get started using the New User Experience:

Logging In

To confirm that you have the third-party software required to log in to OneSpan Sign, click Minimum Software Requirements.

If you don't yet have a OneSpan Sign account, click Signing Up to sign up for a free trial account.

If you do have a OneSpan Sign account, go to the Login Page to log in.

System Navigation

Once you log in, the menu bar across the top of your screen enables you to access the following aspects of the application:

  • Dashboard: Provides a summary of account information, and a quick view of recent transactions.
  • Managing Transactions and the Transactions Page: A transaction is the experience of a OneSpan Sign user as they review, accept, sign, and potentially download documents.
  • Templates: Templates enable you to predefine recipients, documents, and signature fields. Reusing templates enables you to automate future transactions. You can also define Layouts, which enable you to save and reuse prepared documents.
  • Reports: Reports display the number of transactions for each sender on an account. Reports can be viewed only by the account owner and by OneSpan Sign Admins.
  • You will see the pie chart on the preceding screen only if you are an Admin.

My Account

All users can access the My Account set of pages, from where they can modify their Personal Information and Password, and can configure a Signature.

Admin Page

The Admin drop-down menu in the New User Experience enables Account Administrators to view and configure system settings. Depending on the account's prior configuration, some or all of the following sections will appear in that menu:

  • User Management:
    • Users: Enables an Admin to view and manage any user who can access a OneSpan Sign account managed by the Admin. This option appears only if Roles and Permissions have been enabled (to arrange this, contact our Support Team).
    • Senders: Enables an Admin to view and manage an account's senders. This option appears only if Roles and Permissions have been disabled (to arrange this, contact our Support Team).
    • Roles: Enables an Admin to view and manage a sender’s roles. The system-defined roles for senders are Admin, Manager, and Sender. The default role of a new sender is Sender. This option appears only if Roles and Permissions have been enabled (to arrange this, contact our Support Team).
    • Groups: Enables an Admin to view and manage an account's groups.
  • Application Settings:
    • Security Settings: Enables an Admin to specify a password policy for an account.
    • Custom Fields: Enables an Admin to manage Custom Fields for an account.
    • Signing: Enables an Admin to manage the appearance of various elements that appear in the New Signer Experience.
    • Data Retention: Enables an Admin to manage the retention of data on their account.
    • Sent Transactions Expiry Time: Enables an Admin to change the expiry time for their account's transactions that are in the state Sent.
    • Integration: Enables an Admin to: (1) view an account's API Key; (2) create a Client App that will permit secure but short-lived API Tokens to be used for authentication; (3) configure Event Notifications.
    • Customizing the New Signer Experience: Enables an Admin to customize for an account the appearance of various elements that appear in the New Signer Experience.
    • Journal: Enables an Admin to view and manage an account's e-Notary settings.
  • Subscription and Billing:
    • Subscription: Displays information about a customer account.
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