venuraju

Access to package owner first name and last name

0 votes

Hi OneSpan team,

I have my account owner as:

first name = "Abc"

last name = "LLC"

With this, we have the PACKAGE_OWNER_NAME as "Abc LLC", which is used as part of the email templates. Is there a variable to access the first name and last name independently? Basically, I want to have my activate email start as "Abc, LLC has added you as a Signer to ...". I want to introduce the comma in between the first name and last name.


Reply to: Access to package owner first name and last name

0 votes

Hi venuraju,

 

Thanks for your post! There are two ways to achieve this:

-you can either specify the "sender" node while package creation

-or explictly add sender as a "roles"

See below example:

{
  "sender": {
    "email": "[email protected]",
    "firstName": "Abc,",
    "lastName": "LLC"
  },

  "roles": [
    {
      "id": "Owner",

      "name": "Owner",
      "signers": [
        {

          "id": "Owner",
          "email": "[email protected]",
          "firstName": "Abc,",
          "lastName": "LLC"
        }
      ]
    },

    {
      "id": "Role1",
      "signers": [
        {
          "email": "[email protected]",
          "firstName": "1.firstname",
          "lastName": "1.lastname",
          "company": "OneSpan Sign"
        }
      ]
    },
    {
      "id": "Role2",
      "signers": [
        {
          "email": "[email protected]",
          "firstName": "2.firstname",
          "lastName": "2.lastname",
          "company": "OneSpan Sign"
        }
      ]
    }
  ],
  "documents": [
    {
      "approvals": [
        {
          "role": "Role1",
          "fields": [
            {
              "page": 0,
              "top": 100,
              "subtype": "FULLNAME",
              "height": 50,
              "left": 100,
              "width": 200,
              "type": "SIGNATURE"
            }
          ]
        },
        {
          "role": "Role2",
          "fields": [
            {
              "page": 0,
              "top": 300,
              "subtype": "FULLNAME",
              "height": 50,
              "left": 100,
              "width": 200,
              "type": "SIGNATURE"
            }
          ]
        }
      ],
      "name": "Test Document"
    }
  ],
  "name": "Example Package",
  "type": "PACKAGE",
  "language": "en",
  "emailMessage": "",
  "description": "New Package",
  "autocomplete": true,
  "status": "SENT"
}

 

Note:
(1)Just need to follow one of the two solutions. When adding sender as a signer, it's better to specify a consistent role ID, name and signer ID for later convenience.

(2)need to provide correct sender email

(3)customized first and last name won't override sender profile settings

 

Duo

 

Duo Liang OneSpan Evangelism and Partner Integrations Developer


Reply to: Access to package owner first name and last name

0 votes

Duo,Thank you for the hints. Will try it out.

-Venu

 


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