My Account

This section describes the following aspects of the My Account pages:

Personal Information

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

Account Field Description
Required Fields
First Name, Last Name There is a 64-character limit for both the First Name and Last Name.
Email Your email address is your unique identifier in OneSpan Sign. It is not editable.
Optional Fields
Title, Company Information about your position in the organization. These details can be automatically populated into signature fields on documents if you participate in any transactions.
Phone Number  
Address, City, State / Province, Zip Code / Postal Code, Country  
Timezone The timezone where you are physically located. The timezone is part of the time stamp for signatures or actions you take on transactions.

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.

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 number

If you ever forget your password, you can reset it using the Forgot your password? link on the Login Page.

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

Access Delegation

The Access Delegation Enables 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 A field that, at the time of signing, is automatically populated with data that is specific to the signer. 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 appears.
  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.

Starting with the 11.42 release of OneSpan Sign, the Classic User Experience is no longer supported for SaaS customers. This section is thus only intended for on-premises customers who have not yet migrated to our Container deployment.

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 cannot 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 be at least 8 characters long, and satisfy at least three of the following conditions: (1) has at least one uppercase letter; (2) has at least one lowercase letter; (3) has at least one number; (4) has at least one of these special characters: ~ ! @ # $ % ^ & *.

  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 Signature and 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 satisfied with your signature, click Clear to redraw it.
  5. When you are satisfied 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.