hiren.it

Is there any way to skip Approval request when we request attachments ?

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we have created package with mandatory attachment from Signer?  is there any way to avoid approval request for openspan owner ? 

 


Reply to: Is there any way to skip Approval request when we request attachments ?

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Hi hiren.it,

 

Thanks for your post! With today's OneSpan Sign, if there's an attachment requirement in a transaction (no matter mandatory or optional), the transaction sender has to perform an additional step in order to approve the uploaded file(s) and to manually mark the transaction as completed.

I don't think there's an out-of-the-box setting to avoid this step, but you can definitely automate this process by setting up a callback listener, listen to the "Transaction attachment" event, then mark transaction as complete with either REST or SDK code.

 

Duo

Duo Liang OneSpan Evangelism and Partner Integrations Developer


Reply to: Is there any way to skip Approval request when we request attachments ?

0 votes

Thank you Duo.  We will try to update our callback.


Reply to: Is there any way to skip Approval request when we request attachments ?

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Hi Duo,  if there are more than one documents requested for upload would transaction attachement be proper event to mark completion? 


Reply to:

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Hi hiren.it,

 

In that case, I would suggest you to pull the package JSON and loop through all the "roles" > "attachmentRequirements" > check if "status" is "COMPLETE", and only mark complete when all attachments have been uploaded.

On top of that, I just found that the sender can even mark complete when there are remaining required attachments which haven't been uploaded. I will confirm if this is expected and reply back to you.

 

Duo

Duo Liang OneSpan Evangelism and Partner Integrations Developer


Reply to: Is there any way to skip Approval request when we request attachments ?

0 votes

Just received a feedback and to allow "sender marking complete when required attachment unuploaded" is by designed. Hence to programmatically check if all attachments' status are complete is necessary.

 

Duo

Duo Liang OneSpan Evangelism and Partner Integrations Developer


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