Saving a Document Prior To Send To Sign
Tuesday, November 15, 2022 at 11:30pmHello Duo,
Here is our use case scenario:
As I was testing my onespan integration into our system, I have recently found that the custom fields are bound to one particular recipient and at the time of signing, that recipient will only see that data. This scenario has become a problem for us because our document revolves around property contract signing, the agent should be able to see all the prefilled data before send to sign. I can't use indexing in this case as sender is not the part of a contract.
I was thinking to preview the prefilled document to the sender before send to sign but couldn't find the endpoint. Is there any end point to save the prefill document before sending to sign or any workaround to resolve this matter.
Reply to: Saving a Document Prior To Send To Sign
Thursday, November 17, 2022 at 09:00amHi Bikram,
Yes, I think what you described is achievable. In order to leverage the feature, first step is to contact our support team and have the feature turned on at your account. Afterwards, when building the package JSON, you can build an "approval" node without signature field, see below:
{
"roles": [
{
"id": "Signer1",
"signers": [
{
"email": "[email protected]",
"firstName": "John",
"lastName": "Smith",
"company": "OneSpan Sign"
}
]
}
],
"documents": [
{
"approvals": [
{
"role": "Signer1",
"fields": [
{
"page": 0,
"top": 100,
"subtype": "TEXTFIELD",
"height": 50,
"left": 100,
"width": 150,
"type": "INPUT"
}
]
}
],
"name": "Document1"
}
],
"name": "No Signature Fields",
"language": "en",
"emailMessage": "",
"description": "New Package",
"autocomplete": true,
"status": "SENT"
}
Let me know how it works for you.
Duo
Duo Liang OneSpan Evangelism and Partner Integrations Developer
Reply to: Saving a Document Prior To Send To Sign
Wednesday, November 16, 2022 at 01:58pmHi Bikram,
Thanks for your post! I recollected that we used to have a conversation about using Custom Field as a placeholder and later replacing it with a LABEL field. Is this still the case for your integration? I think it's expected that the sender can't see the Custom Field value, but after the value was injected from your database, if you refresh the designer page before the final send, the sender should be able to see the LABEL field value.
Duo
Duo Liang OneSpan Evangelism and Partner Integrations Developer
Reply to: Saving a Document Prior To Send To Sign
Wednesday, November 16, 2022 at 03:52pmHello Duo,
Yes, the case regarding the custom fields are still same, we are converting it to label field after the data gets inserted from database. We are looking to preview the final document with the data before send to sign(only data without those label field).
Thanks,
Bikram
Reply to: Saving a Document Prior To Send To Sign
Wednesday, November 16, 2022 at 04:16pmHi Bikram,
There's a new feature introduced in 11.48 which might be related, but not so sure this is what you are looking for. You can now have a mix of input fields (including Custom field and Label field) and accept-only document. That's to say, you can bind this field to your sender and have your sender review/accept the content as the first signer. Let me know if you want to follow this path and I will provide more detailed information.
Duo
Duo Liang OneSpan Evangelism and Partner Integrations Developer
Reply to: Saving a Document Prior To Send To Sign
Wednesday, November 16, 2022 at 06:05pmYes Duo,
This sounds interesting, if the agent can have the accept only document with those prefilled data there, we can give that agent index 1 and after he views the accept only document, we can give the index 2 and so on to other recipient. If this can be achievable, I would like to know more about it.
Thanks,
Bikram
Reply to: Saving a Document Prior To Send To Sign
Thursday, November 17, 2022 at 07:59pmHi Duo,
I have tried updating an approval with only role name and no signature field via onespan api sandbox. It succeeded but while sending the document to sign, I have got the error, the screenshot of which is attached herewith this email. Is it because the settings are not applied yet in my account or it has got something to do with another problem. It says there is a role with no signer but this feature should allow this case for sending to sign right ? Am I missing something? Can you please help.
Reply to: Saving a Document Prior To Send To Sign
Thursday, November 17, 2022 at 10:42pmHi Duo,
That was awesome, it worked. Thanks a lot.
Reply to: Saving a Document Prior To Send To Sign
Wednesday, June 14, 2023 at 05:46amReply to: Saving a Document Prior To Send To Sign
Thursday, June 29, 2023 at 09:38pmThere is a feature in onespan where the fields can be bind to the recipient without having their signature field. Implementing this, the recipient can validate the document and than can be send to the next recipient who has the signature field in the document.
Reply to: Saving a Document Prior To Send To Sign
Friday, June 30, 2023 at 01:00amHi Bikram ,
Thanks for your reply. Do you know if this feature "fields bind to the recipient without having their signature" available at template level through Onespan UI. In Onespan UI, I couldn't see the feature while adding/editing the template.
Reply to: Saving a Document Prior To Send To Sign
Friday, June 30, 2023 at 01:15amYes, you are right. All the fields can be bind to the particular recipient without having their signature filed in the document, you can give such recipient the signing order/index of 1 so that they will be first one to receive the email for signing and can approve the document without having to sign it. In terms of onespan UI, I am not sure but this feature do exist on onespan. May be you should contact them to apply the feature of binding the fields to the recipient withouth their signature.