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71 results matched your search criteria
Converting lead to contact
Forum topic
OneSpan Sign
Is there a way that once I convert a lead into contact that the packages stayed attached to the contact
contact/organization/account related lists
Forum topic
OneSpan Sign
I have included the eSignLive package related list on the Contact and Account detail pages in Salesforce connector for eSignLive! However, those detail pages are not showing any eSignLive activity – only the Opportunity. Is it possible to see that information on Contact/Account?
Mobile Signing UI contact us button
Forum topic
OneSpan Sign
In the mobile signing UI, at the bottom of the slide out hamburger menu, there is a blue Contact Us button that displays a pop-up with a contact phone number for eSign Live. How do we hide this button? Thanks!
Designer settings profile
Forum topic
OneSpan Sign
I'm currently using the sandbox version of eSignlive and I wish to configure the designer view (hide various elements).
How to respond to notification events
Forum topic
OneSpan Sign
I have created a .Net web application to receive posts from the eSignLive server to handle event notifications (PACKAGE_CREATED, DOCUMENT_SIGNED, etc.) I am successfully receiving the events, parsing the Json posted to me, and handling the events.
What is the limit of characters of a Signer's title?
Forum topic
OneSpan Sign
I am getting an error that does not allow me to send my document and I believe is due to a limit on the contact's title. "Error: Please enter a shorter title"
Working code using Notifier
Forum topic
OneSpan Sign
Good day, We want to remove the exit button from thank you dialog. After contacting support, I've been told that it's not customizable, but there's a workaround by using iframe and notifier. Could anyone share the working example?
Conga or Field Mappings
Forum topic
OneSpan Sign
I think this is a dumb question, but do I need Conga to merge SF data into a document or can I use Field Mappings (via Conventions)? For example, I want to place the company name from the account record that the contact is related to on a document.  Conga or Conventions?
Callback for Document Opened
Forum topic
OneSpan Sign
It would be really great to have more/better callbacks during the customer signature process. For example, when the document is opened, when the customer Accepts the "Electronic Disclosures", etc... This way, we can contact the customer while they are reviewing the app and answer their questions.
Merge Salesforce fields when creating esign Packages
Forum topic
OneSpan Sign
Hi, We are a use case where we need to merge fields from related contact object into the document before sending it for signing. It was possible using conventions by adding a field mapping. However, through the APEX SDK, I do not find any documentation to achieve the same.
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