anwaykabir

Change signer – make sms authentication as default

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Hello, We have integrated our salesforce application with onespan using APEX SDK for our signature use cases. We have this below scenario, could you please check how can we handle this? 1. Email sent to signer named 'John Smith' for signature. On all our signature request packages, we have made SMS authentication as mandatory. 2. John Smith opens the email, uses ‘Change Signer’ button (see the screenshot named changesigner) to assign it to Tom Murphy. Now at this point user has to click on 'Authentication' tab to set any authentication category. What we want is, always default SMS as authentication category and it has to be required (we don’t even want to display the Email and Q&A option). Could you please suggest how can we chive this? 3. Also , for some customers we want to disable 'Change Signer' option, : Is it possible in apex SDK ,when we create a package and set up signers, can we set an option ,so that a particular signer doesn’t see ‘Change Signer’ option at all? Thanks Anway Kabir

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Reply to: Change signer – make sms authentication as default

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Hi Anway, For the second question "Is it possible in apex SDK to remove reassign function for a particular signer", this capability was enabled by below APEX code: role.reassign = true; //allow change signer So simply avoid setting the value or set the false value will do the work. To limit the authentication options during signing, current implementation won't take the rules set up in the account level (there's a setting in backoffice allowing you to remove the SMS method for signers, but unfortunately, the signing ceremony front end page won't be applied the rule) For the new signer experience (information here), the change signer function is not yet delivered, however, the change signer panel should be designed in a way that takes the account level setting. I will definitely update this thread once the function was available. Duo

Duo Liang OneSpan Evangelism and Partner Integrations Developer


Reply to: Change signer – make sms authentication as default

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Hello Duo, Thanks for your response. I am not clear about the following question, with the new signer experience that you mentioned: 1. will we be able to set SMS as required authentication after enabling it from Account level settings? and 2. will we be able to hide the Email and Q&A options? we dont want to hide SMS option. Also, do you know any approximate date when this new experience will be available. Thanks Anway Kabir

Reply to: Change signer – make sms authentication as default

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Hi Anway, I can create an Enhancement Request on your behalf mentioning your two requirements so that Project Management team will evaluate the ticket and decide whether to cover it within the scope. The new signer experience is already available (you can inform our support team to enable the experience for your account by filling in this migration form, same information is available in the documentation site). However the "changer signer" function is not implemented yet. Currently the function is on the roadmap and there's no exact timeline. Duo

Duo Liang OneSpan Evangelism and Partner Integrations Developer


Reply to: Change signer – make sms authentication as default

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Hi Duo, Please create the enhancement request for us. Thanks Anway Kabir

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