Access to package owner first name and last name
Monday, August 16, 2021 at 06:59pmHi 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
Tuesday, August 17, 2021 at 09:42amHi 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
Reply to: Access to package owner first name and last name
Thursday, August 19, 2021 at 11:10pmDuo,Thank you for the hints. Will try it out.
-Venu