hiren.it | Posts: 3

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 ? 

 


Duo_Liang | Posts: 3776

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

0 votes

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


hiren.it | Posts: 3

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.


hiren.it | Posts: 3

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

0 votes

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


Duo_Liang | Posts: 3776

Reply to:

0 votes

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 | Posts: 3776

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


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