Signing Invitation to Cell Phone

Hi Joe,

Unfortunately, OneSpan Sign doesn't natively support delivering signing invitations to cell phones, but you can definitely achieve the goal if you integrate the capability yourself - collect signer's phone number, generate the signing URL and send via SMS message.

Duo

Duo - 

Thank you.  I did what you suggest, we collect the cell phone and generate a link to sign using a single-signer url - works perfectly.  We get the link using this:

       GET /packages/{packageId}/roles/{roleId}/signingUrl

The packages are all uploaded for in-person signings since they are at a retail store with a salesperson and a customer.  The cell phone link is sent to a spouse who is not present, but needs to sign the forms that are being signed by the salesperson and the customer in the store.  they are doing this on our web site in the middle of a very long workflow set of pages, so we have an EXIT BUTTON with text that tells them to return and continue, which in the package settings we configure using "withInPerson" and "WithHandOverLinkHref" and "WithHandOverLinkText" to get them back into the flow when signing is complete.

QUESTION:

Is there a way to omit the HandOverLink option for the signingUrl generated for the single-signer?  They are joining the ceremony remotely, on their cell phone, and clicking the link to return and continue takes them to our site - but they are redirected to a retailer login page (our design) since their are not in the same web session as the salesperson and customer in the store.  So it confuses the external signing party as to why they get a link that doesn't really go anywhere useful.

Thanks!

-Joe

anyone?

Is there a way to omit the HandOverLink option for the signingUrl generated for the single-signer? 

It needs to be there for the in-person signings, but confuses someone signing remotely for the same package.

Thanks!

-Joe

Hi Joe,

Sorry for the late reply as I was on PTO last week. As per your question, it actually possible to have different thank you summary page layouts for in-person and remote signing scenarios.

The relevant BackOffice resource is "signing.ui.options" and an example payload looks like below:

{
  "inpersonHostThankYouOptions": {
    "title": true,
    "body": true,
    "recipientEmail": true,
    "recipientRole": true,
    "recipientName": true,
    "downloadButton": true,
    "reviewDocumentsButton": true,
    "recipientStatus": true,
    "continue": true
  },
  "completeSummaryOptions": {
    "from": true,
    "title": true,
    "message": true,
    "download": true,
    "review": true,
    "documentSection": true,
    "uploadSection": true,
    "continue": false
  }
}

Note:

1. "inpersonHostThankYouOptions" presents in-person scenario, and "completeSummaryOptions" is the normal remote signing.

2. This setting is at account level, thus applies to all the in-person and remote transactions.

3. Please contact support team ([email protected]) with the information I provided, so that we can help you set up the account.

Duo

Duo - 

So, I cannot control this option with PackageBuilder (.Net) or JSON (Rest) settings, it only exists at the account level which needs to be set by your employees?

Thank you!

- Joe