Allow Department to Change Signer
Monday, November 22, 2021 at 08:46amWe are using the APEX SDK plus OSS event notifications to manage our signing ceremonies. Salesforce sends out all emails to the signers with the OSS url. However, we have a use case where a document has 4 signers and the last signer needs to be from our supervisory department (this is a common pattern). Any member of that department can sign the document. Ideally, any member of the department could select the document in SF (via a custom LWC) and change the signer to themselves after the first 3 sign.
What is the best way to do this?
Do I use the update role method? Sdk.UpdateRole()? Can you do that with an active package?
Do I enable the re-assign role feature and then let the end user click in the document and re-assign to them self and then open it again as themself (lots of clicks, I think)?
Or is there another pattern/method I should consider?
Reply to: Allow Department to Change Signer
Monday, November 22, 2021 at 02:39pmHi Peter,
From your description, I believe to update the signer email could be one of the approaches to accommodate your requirement. In order to update a role, you need to make sure:
(1)The package is in DRAFT status, thus you will have to first set the status to draft, then send the package again (guide here):
sdk.setStatus('packageID', OneSpanAPIObjects.PackageStatus.DRAFT); // sent --> draft
......
sdk.setStatus('packageID', OneSpanAPIObjects.PackageStatus.SENT); // draft --> sent
(2)This role hasn't started to sign - As per the 11.27 release note, OneSpan Sign prevents a recipient's information (First Name, Last Name, Email etc.) from being changed once the recipient has started to sign.
On top of it, there's an out-of-the-box feature called "Group Signing" in OneSpan Sign which also might be helpful in this use case. By using group signing, you allows a collection of signers (they must be senders under your account) acting as a single signer. Using group signing essentially includes below steps:
(1)Create a group and add senders to the group
(2)When creating the package, add a group signer (instead of a concrete email), then assign the signature to the group.
(3)The signing URL will be the same for all group members. Once they accessed the link, they will be prompted to log in as a sender first (to identify themselves), then the page will be redirected to the actual signing ceremony. The signers have to be aware that they have an OneSpan Sign account and manually logged in. Also, the initial login page won't be able to be embedded into an iFrame like the regular Signing Ceremony does.
Below blog could help you understand how to use Group Signing via UI and access through the email notification:
How to Use Group Signing in OneSpan Sign
Duo
Reply to: Allow Department to Change Signer
Monday, November 22, 2021 at 06:37pmThank you, Duo! Extremely fast and helpful response, as always.