The following step-by-step guides walk you through the basics of using OneSpan Sign as a Sender. If you have questions, please visit our forums.
Navigating the UI
Describes OneSpan Sign’s Login page, including how to log in, create an account, recover a password, and select a language.
Describes how to get started with the New UI as a Sender of OneSpan Sign transactions.
Describes how to manage transactions via the Transactions page of the New UI.
Describes the Prepare Transactions page of the New UI.
Describes how to manage various aspects of your OneSpan Sign account (e.g., your contact information, password, and signature).
Describes the OneSpan Sign reports that can be viewed from the New UI.
Transactions
Describes how to create a transaction. A transaction is the experience of a user as they review, accept, sign, and potentially download documents.
Describes how to add documents to a transaction.
OneSpan Sign recommends that you no longer use PDF documents that use XML Forms Architecture (XFA) in your transactions. For more information, see this topic.
Describes how to: (1) add recipients to a transaction; (2) manage added recipients.
Describes how to configure a method of authenticating a recipient’s identity before they're permitted to access a transaction’s documents.
Describes how to use the Designer to: (1) prepare documents for signing; (2) configure document visibility.
Describes how to add fields to a document. Fields enable the placement of additional data in a document at the time of signing.
Describes how to configure a schedule for email reminders that will be sent to transaction recipients who have not yet signed.
Describes how a user can enable one or more other users on their account to access their transactions.
Describes how to use the Virtual Room. This is a virtual meeting room in which a host and signers from different locations can collaborate through a video conference call, and sign documents within a co-browsing session.
Describes how to download signed documents and the Evidence Summary.
Templates and Layouts
Describes how to view, create, apply and delete transaction templates. These templates facilitate the creation of future transactions by predefining signers, documents, and signature fields.
Describes how to create and apply layouts. A layout is a document that has been prepared and saved for future reuse.
Introduces the concept of email templates, which OneSpan Sign account owners can use to fully customize all emails sent by the system to end-users and administrators.
Describes the default email templates provided by OneSpan Sign.
Describes the possible formats of OneSpan Sign emails to end-users and administrators.
Describes alternate ways in which the system can send OneSpan Sign emails.
Describes how account owners can use DKIM and SPF to enable OneSpan Sign to send secure emails on behalf of a customer to end-users and administrators.
Mobile
Describes how to create a transaction on a mobile device.
Describes how to use a mobile device to prepare documents for signing.
Describes how use a mobile device to upload to a repository documents that may need to be reused.
Describes how to: (1) use a mobile device to create transactions offline; (2) synchronize transactions created, prepared, or signed offline, once your device is back online.