My Account

This section discusses the following aspects of the My Account set of pages:

Personal Information

The Personal Information page of My Account enables you to update the following fields:

Required Fields

  • First Name, Last Name, Phone Number. There is a 64-character limit for both the First Name and Last Name fields, and a 40-character limit for the Phone Number field.
  • Email: Your email address is your unique identifier in OneSpan Sign. It is not editable.

Optional Fields

  • Title, Company
  • Address, City, State / Province, Zip Code / Postal Code, Country
  • Timezone

When you are finished editing your personal information, click Save to save your changes.

Password

The Password page of My Account enables you to change your account's password, as follows.

  • Current Password: Type your current password in this field.
  • New Password: Type your new password in this field. The password's strength is validated as you type. You are notified if your new password is not strong enough.
  • Confirm New Password: Re-type your new password in this field. You are notified if this field and the New Password field don't match.
  • Submit: Once you have typed the previous fields correctly, click Submit to change your account's password.

Minimum Password Requirements

Your account password is case-sensitive.

It must be at least 8 characters long, and satisfy at least three of the following conditions:

  • Includes at least one uppercase character
  • Includes at least one lowercase character
  • Includes at least one special character (~ ! @ # $ % ^ & *)
  • Includes at least one digit

Recover a Forgotten Password

Click Forgot your password? to go to the Recover Password page. You will receive an email to reset your password.

If you want to change your password, enter the email address of your OneSpan Sign account, and click Submit. You will receive an email that contains a link that you can use to change your password. The following confirmation message will be displayed: An email has been sent with password reset instructions.

Once you receive the email with those instructions, a link within the email will take you to the Reset Password page. There you can reset your password. Upon a successful reset, you will automatically be logged in to the OneSpan Sign application.

Signature

The Signature page of My Account enables you to create a handwritten signature that can be used to sign documents.

  • Create / Edit: If no handwritten signature exists, click Create to create one. If a handwritten signature already exists and you want to redo it, click Edit to edit it. This will clear the existing signature.
  • Handwritten Signature Field: Use the space provided to capture your handwritten signature.
  • Clear: Clears the existing signature. This button is visible only when the signature is in Edit mode.
  • Save: Saves your captured signature.
  • Cancel: Click this button to exit Edit mode. Any unsaved changes will be lost.

Video Tutorial

How to Create and Save a Handwritten Signature

Access Delegation

The Access DelegationEnables you to grant others in your organization access to your account. With Access Delegation, your assigned delegate (i.e., the person to whom you have granted access) can send and sign documents on your behalf. option enables a user to delegate access to their OneSpan Sign transactions to one or more other users on their account. Specifically, delegates can sign documents on behalf of the delegator, and they can access the delegator's inbox, drafts, layouts, and templates. All transactions performed by the delegate nonetheless continue to be owned by the delegator.

This feature addresses use cases like the following:

  • A manager must manage transactions, monitor transaction progress, and retrieve completed documents for employees who have sent transaction emails, but who are unavailable at the moment (perhaps they're on vacation, they've left the company, etc.).
  • A group of users is responsible for distributing transactions. While one member of the group is away, another member must access the absent member's OneSpan Sign folders to: (1) see if a transaction was sent or completed; (2) retrieve any completed documents.

For more information, see New.

Custom Fields

A custom field is one that, at the time of signing, is automatically populated with data that is specific to the signer. For instance, a signer might have an Agent Number, and that number may need to appear in the final document next to their signature. By using a custom field, the signer can specify their Agent Number, and that number will automatically appear in any other field that has been configured to receive it.

To edit a custom field for yourself:

  1. From the My Account page, click Custom Fields. The Custom Fields page displays.
  2. Select the Custom Field that you want to define. Custom Fields must first be enabled on your account, and can only be created by an Admin. For more information, see Custom Fields.
  3. Select the Custom Field you would like to configure, and add values as necessary.

Switching to the Classic User Interface

By default, users who are upgrading from an older version of OneSpan Sign will remain on the Classic User Interface. However, those users can toggle between the Classic User Interface and New User Interface from the user drop-down menu.

New users cannot switch to the Classic User Interface.

Feedback Form

The Feedback Form enables users to offer comments on various subjects, and to rate their OneSpan Sign experience. We value your feedback, since it can help us improve the OneSpan Sign experience for all users.

Identity

This section discusses the following topics:

Changing Your Contact Information

The contact information you provide when you sign up for OneSpan Sign (e.g., your email address, your first and last names) is used to by the system to identify you in subsequent interactions.

On the Identity page, you can change your first or last name, and provide optional information such as your title or the name of your company. If you provide optional information, you can include it for display in signed documents. For example, you can arrange for your company name to appear after your signature.

Although not required, you can even provide your phone number and address. Your phone number will be used only if OneSpan Sign needs to contact you regarding your account. Your address will be used only if documents to be signed require it to be inserted automatically at the time of signing.

You can not change your email address, since this uniquely identifies you to OneSpan Sign.

To change your contact information:

  1. After you log in, in the Global Navigation Toolbar click Identity.
  2. Change the information in the You section as required. If you want to change your password, see Changing Your Password.
  3. In the Contact Info section, change your phone number as required.
  4. In the Address section, change your address as required.
  5. Click Save.

Changing Your Password

When you signed up for OneSpan Sign, you created a password for your OneSpan Sign account. Accessing that account requires your email address and this password.

If you think that your password may have become known to others, you should change it to ensure that only you can sign in to your account.

To change your password:

  1. After you log in, in the Global Navigation Toolbar click Identity.
  2. In the You section, click Change password.
  3. In the appropriate boxes, enter your current password and a new password.
  4. Your new password must: (1) be at least 8 characters long; (2) contain at least one number, one special character, and one capitalized letter.

  5. Click Submit. Your password is changed.
  6. Click Save.

Customizing Your Signature

By default, OneSpan Sign displays your signature using a typed representation, as the following images illustrate.

You can change how your signature will appear, using either or both of the following procedures:

Changing your Signature Font

You can change the font that will be used for the typed representation of your signature (and for any other fields that you add to a document, such as a company name).

To change the font that will be used for the typed representation of your signature:

  1. In the Global Navigation Toolbar, click Identity.
  2. In the Signature section, choose a font from the Typed Signatureand Fields drop-down menu. You will see a preview of the new font.
  3. Click Save.

Creating a Handwritten Signature

You can create a handwritten signature that will be automatically used for Capture Signature Signature Boxes.

To create a handwritten signature:

  1. In the Global Navigation Toolbar, click Identity.
  2. In the Signature section, click the Handwritten Signature box.
  3. Draw your signature using a mouse or a stylus.
  4. If you are not happy with your signature, click Clear to redraw it.
  5. When you are happy with your signature, click OK.
  6. Click Save. When you click to sign a Capture Signature Signature Box, your drawing will automatically appear in the box, together with a typed representation of your signature.