In Person Signing can be Possible from APEX SDK

Hi Shashank,

 

In OneSpan Sign, the "In-Person Signing" requires the physical presence of transaction owner and all other recipients signing at the same device. Besides that, you also have the option to generate the signing links for individual recipients. We'll talk about both options below:
In-Person Signing:
(1)If you turned on the New Signer Experience, the way generating a signing link has been changed:

-Generate a sender authentication token, refer to the sample function "public String createSenderAuthenticationToken(String packageId)" I've created in this guide.

-Build below link with the sender auth token:
https://sandbox.esignlive.com/auth?authenticationToken={sender_auth_token}&target=https://sandbox.esignlive.com/transaction/{package_id}/sign

 

(2)If you haven't turned on New Signer Experience:

-Generate a multiple/single use signer authentication token for the sender, refer to the function "public String createSignerAuthenticationTokenForSingleUse(String packageId, String signerId)" I made in this guide. (Signer ID in this function can also be replaced by Signer Email)

-Using the signer authentication token, you can obtain a signing session by building the following URL:

https://sandbox.esignlive.com/access?sessionToken={signerAuthToken}

 

Signing Link for individual Signers

There are two types of signing links. One is formulated by the signer authentication token. The other one is formulated by the login token, which is the link behind the "Go to Documents" button in invitation emails. These two links mainly differ in below two aspects:
-Link built by authentication token expires in 30 minutes while the link built by login token never expires.

-Since authentication token is more secure than login token, accessing Signing Ceremony via links containing authentication token skips the signer authentication step (SMS, Q&A, etc). (Note: There's an account level setting allowing SMS authentication in in-person signing, although in-person signing links always containing authentication tokens)

To get a signer authentication token link:

-Generate a multiple/single use signer authentication token for the signer, refer to the function "public String createSignerAuthenticationTokenForSingleUse(String packageId, String signerId)" I made in this guide. (Signer ID in this function can also be replaced by Signer Email)

-Using the signer authentication token, you can obtain a signing session by building the following URL:

https://sandbox.esignlive.com/access?sessionToken={signerAuthToken}

To get a login token link, refer to this guide.
 

Duo

Hi Duo,

 

We are looking signing interface created in salesforce org (Custom Lightning Component) and user can directly sign it by login from salesforce only.

We saw the similar feature available in OneSpan AppExchange product. We wanted to check if we can implement using salesforce SDK.

 

Regards,

Shashank Verma

Hi Shashank Verma,

 

I don't think we provide out-of-the-box custom lightning component containing the signing ceremony interface. Instead, you need to build any type of signing links mentioned above and open it in a new tab, or use an iframe inside the lightning component.

 

Duo

Hi Duo,

 

We are creating the URL as the same way you have did in the above mentioned method i.e. createSenderAuthenticationToken(packageId). But, the URL i.e. generated won't give access to sign the document, it is just show that 'You don't need to sign the document'. There are some things we need to clear:

1. Can we enable the InPerson from APEX SDK if yes, then how can we do that?

2. We have tried updating signing ceremony from APEX SDK but we are not able to enable the InPerson signing.

 

For your information I had created the new transaction with enabled Inperson from the OneSpan Sandbox UI and from the Salesforce I had generated the URL using that packageId and then below link is generated. At the same time I had tried below URL and I am able to sign the document using InPerson.

 

https://sandbox.esignlive.com/auth?authenticationToken={sender_auth_token}&target=https://sandbox.esignlive.com/transaction/{package_id}/sign

 

Can you please let us know if we can enable the InPerson from salesforce APEX SDK and it will be really great if there is any document available for that.

 

Regards,

Shashank Verma

Hi Shashank,

 

Try codes around these lines:

            OneSpanAPIObjects.Settings settings = new OneSpanAPIObjects.Settings();
            settings.ceremony = new OneSpanAPIObjects.CeremonySettings();
            settings.ceremony.inPerson = true;
            pkg.settings = settings;

 

Duo

Hi Duo,

 

Thank you for the above solution, it worked for us.

Can you please let us know, if we create a package with enabled in-person signing option, then it is possible to stop sending email for signature so the user need to sign the document only by in-person signing way.

 

Regards,

Shashank Verma

Hi Shashank,

 

Yes! There's an account level setting in backoffice, which prevents sending invitation emails when in-person signing. Just send your request to support team([email protected]) and support agent will help you set up your account in a short time.

 

Duo