wawadev's account

Hello,

we were already providing a payload similar to what you describe when updating the documents, so the source of the problem is somewhere else.

The issue we have with using Layouts is that we do not wish to provide fields other than the customer signature, as the PDF we provide as a replacement for the template document is used in other parts of the solution and contains all the information pertaining to the specific customer. It is however of the same dimensions as the template so the signature location would match.

Knowing this, would you still recommend to use a Layout, or do you think we could add the Approvals object after replacing the PDF? 

Thank you

Hello,

the solution is built using your REST API. Interactions with OneSpan API take place in NodeJS (Axios calls inside AWS Lambda functions) and the iframe is part of a React front-end.

A template in our sandbox: "MBXLLo7X351YnFEv5LuGOmk1p4o=". A clone of this template: "xizWVT4Pd4774IEq80T939_gA-0=".

The only payload sent to the /documents endpoint is the id and name. 

The payload passed to the /clone endpoint looks like this:

let packageInfo = {
  name: "[redacted]",
 description: '[redacted]',
 autocomplete: true,
 emailMessage: "Please review the questions and answers carefully",
 type: "PACKAGE",
 status: 'SENT',
 visibility: "SENDER",
 due: moment().add(1, 'days').format('YYYY-MM-DD'),
 language: 'en',
 "settings":
   { "ceremony":
       {
         "disableDialogOnComplete": true,
         "documentToolbarOptions": { "downloadButton": true },
         "layout": { "footer": {}, "navigator": true, "declineButton": false, "disableDownloadForUncompletedPackage": true, "hideLanguageDropdown": true, "optOutButton": false },
         "inPerson": false
        }
   }

Ideally we would not have emails sent at all so the emailMessage will likely go away.

Thank you

Hello,

the signature field did not appear in the iframe. The signature was done by clicking on the email link and going to OneSpan website to complete the transaction.

This is essentially our problem, we want the signature to take place in the iframe, not following an email. 

If you want to see an incomplete package due, see "gEgKPf_BsoMbjA-OlognReG5-zI=". It is based on the same template but we did not click the link in the email and there was no way to sign in the iframe.

Thank you