From the Dashboard’s top menu bar, click the Head icon and select My Account. The My Account page's left pane then displays some or all of the following groups of options:
Profile
These options enable you to access information about the following aspects your account:
Personal Information
To edit your personal information:
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In My Account page's left pane, click Personal Information.
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Edit the fields in the table below.
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When done, click Save.
| Account Field | Comments |
|---|---|
| Required Fields | |
| First Name, Last Name | There is a 64-character limit for both the First Name and Last Name. |
| Your email address is your unique identifier in OneSpan Sign. It is not editable. | |
| Optional Fields | |
| Title, Company | Information about your position in the organization. These details can be automatically populated into signature fields on documents if you participate in any transactions. |
| Phone Number |
The phone number you would like associated with this account. To conform with the industry standard of applying validation to all input fields, note the following:
|
| Address, City, State / Province, Zip Code / Postal Code, Country | The address you would like associated with this account. |
| Timezone | The timezone where you are physically located. The timezone is part of the time stamp for signatures or other actions you take within transactions. |
Password
To change your account’s password:
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In My Account page's left pane, click Password.
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Type your Current Password.
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Type your New Password. The password's strength is validated as you type. You are notified if your new password is not strong enough (see Password Requirements below).
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Re-type your new password in the field Confirm New Password. You are notified if this field and the New Password field do not match.
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Click Submit.
Password Requirements
Your account password is case-sensitive. It must be at least 8 characters long, and satisfy at least three of the following conditions:
- Includes at least one uppercase character
- Includes at least one lowercase character
- Includes at least one special character (~ ! @ # $ % ^ & *)
- Includes at least one number
If you ever forget your password, you can reset it using the Forgot your password? link on the Login Page.
Signature
To create or change a signature that you can use to sign documents:
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In My Account page's left pane, click Signature.
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If you want to create or change a handwritten signature, click the right pane's top field. A signature pad appears. Use your mouse to sign your name, and then click Save.
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If you want to use or change an image of your signature, drop the desired image file into the provided box, or browse to that file by clicking Browse. Then click Update Image.
Video Tutorial
Notarization
These options enable you to access information about the following aspects your account:
Notary Commission
All Notaries must register their Notary Commission with OneSpan Sign.
To register your Notary Commission:
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In My Account page's left pane, click Notary Commission. The Notary Commission dialog box appears.
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Complete the following fields:
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Name: Enter your full legal name.
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Number: Enter your commission number.
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Expiration date: Enter your commission’s expiration date.
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Jurisdiction: Select the state where you are a notary.
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Country: Select the country where you are a notary.
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Seal: Attach an image of the Digital Notary Seal you intend to stamp on documents.
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Read the text next to the checkbox, and select the box.
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Click Save
Journal
After a Notary ends a Remote Online Notarization signing session, they are redirected to an electronic log called a Journal. There the Notary must record information related to the notarization they just finished.
To review or download a Journal:
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In My Account page's left pane, click Journal. The right pane displays a list of available Journals.
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Click the relevant Journal. The right pane displays that Journal's contents.
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If you want to download the Journal, click Download in the upper-right corner.
Some states require a Journal to be electronically signed by the transaction's signers. In those cases, we advise the Notary to: (1) download the Journal; (2) invite the signers to sign the Journal; (3) store the fully e-signed Journal in the same place as the transaction's other documentation.
All Journals are tamper-sealed.
Settings
These options enable you to access information about the following aspects your account:
Access Delegation
The Access Delegation
Enables you to grant others in your organization access to your account. With Access Delegation, your assigned delegate (i.e., the person to whom you have granted access) can send and sign documents on your behalf. option enables a user to delegate access to their OneSpan Sign transactions to one or more other users on their account. Specifically, delegates can sign documents on behalf of the delegator, and they can access the delegator's inbox, drafts, layouts, and templates. All transactions performed by the delegate nonetheless continue to be owned by the delegator.
This feature addresses use cases like the following:
- A manager must manage transactions, monitor transaction progress, and retrieve completed documents for employees who have sent transaction emails, but who are unavailable at the moment (perhaps they're on vacation, or they've left the company).
- A group of users is responsible for distributing transactions. While one member of the group is away, another member must access the absent member's OneSpan Sign folders to: (1) see if a transaction was sent or completed; (2) retrieve any completed documents.
To add a delegate:
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In My Account page's left pane, click Access Delegation.
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In the right pane, click Add Delegate.
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In the Search field that appears, specify a delegate by selecting them from the drop-down list of Senders on your account (or by typing their email address).
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Select a Start date and End Date for the delegation.
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Click Save.
For more information about delegation, see Delegating Access.
Custom Fields
A Custom Field A field that, at the time of signing, is automatically populated with data that is specific to the signer. is one that, at the time of signing, is automatically populated with data that is specific to the signer. For instance, a signer might have an Agent Number, and that number may need to appear in the final document next to their signature. By using a custom field, the signer can specify their Agent Number, and that number will automatically appear in any other field that has been configured to receive it.
To create or change a Custom Field for yourself:
- In My Account page's left pane, click Custom Fields. The Custom Fields page appears.
- Select the Custom Field you would like to configure, and add values as necessary.
Custom Fields must first be enabled on your account, and can be created only by an Admin. For more information, see Custom Fields.
Starting with the 11.42 release of OneSpan Sign, the Classic User Experience is no longer supported for SaaS customers. This section is thus only intended for on-premises customers who have not yet migrated to our Container deployment.
This section discusses the following topics:
Changing Your Contact Information
The contact information you provide when you sign up for OneSpan Sign (e.g., your email address, your first and last names) is used to by the system to identify you in subsequent interactions.
On the Identity page, you can change your first or last name, and provide optional information such as your title or the name of your company. If you provide optional information, you can include it for display in signed documents. For example, you can arrange for your company name to appear after your signature.
Although not required, you can even provide your phone number and address. Your phone number will be used only if OneSpan Sign needs to contact you regarding your account. Your address will be used only if documents to be signed require it to be inserted automatically at the time of signing.
You cannot change your email address, since this uniquely identifies you to OneSpan Sign.
To change your contact information:
- After you log in, in the Global Navigation Toolbar click Identity.
- Change the information in the You section as required. If you want to change your password, see Changing Your Password.
- In the Contact Info section, change your phone number as required.
- In the Address section, change your address as required.
- Click Save.
Changing Your Password
When you signed up for OneSpan Sign, you created a password for your OneSpan Sign account. Accessing that account requires your email address and this password.
If you think that your password may have become known to others, you should change it to ensure that only you can sign in to your account.
To change your password:
- After you log in, in the Global Navigation Toolbar click Identity.
- In the You section, click Change password.
- In the appropriate boxes, enter your current password and a new password.
- Click Submit. Your password is changed.
- Click Save.
Your new password must be at least 8 characters long, and satisfy at least three of the following conditions: (1) has at least one uppercase letter; (2) has at least one lowercase letter; (3) has at least one number; (4) has at least one of these special characters: ~ ! @ # $ % ^ & *.
Customizing Your Signature
By default, OneSpan Sign displays your signature using a typed representation, as the following images illustrate.
You can change how your signature will appear, using either or both of the following procedures:
Changing your Signature Font
You can change the font that will be used for the typed representation of your signature (and for any other fields that you add to a document, such as a company name).
To change the font that will be used for the typed representation of your signature:
- In the Global Navigation Toolbar, click Identity.
- In the Signature section, choose a font from the Typed Signature and Fields drop-down menu. You will see a preview of the new font.
- Click Save.
Creating a Handwritten Signature
You can create a handwritten signature that will be automatically used for Capture Signature Signature Boxes.
To create a handwritten signature:
- In the Global Navigation Toolbar, click Identity.
- In the Signature section, click the Handwritten Signature box.
- Draw your signature using a mouse or finger. Note that the use of a stylus is not supported in the Classic UI.
- If you are not satisfied with your signature, click Clear to redraw it.
- When you are satisfied with your signature, click OK.
- Click Save. When you click to sign a Capture Signature Signature Box, your drawing will automatically appear in the box, together with a typed representation of your signature.