shivgonarkar's account

Thanks for your reply. My second question is slightly different....

Let me say I have three products

ProductA  => This will have one template TemplateA in Onespan (with fields)... I can have one or more doc but not from optional doc

ProductB =>  This will have one template TemplateB in Onespan (with fields)... .. I can have one or more doc but not from optional doc

ProductC =>  This will have one template TemplateC in Onespan (with fields)..... I can have one or more doc but not from optional doc

 

And there are few optional Documents .....which can be part of any of the above contract document in the signing ceremony of productA , productB and ProductC

I want to keep below template seperate

Example :

Optional1  => This will have one template Template1 in Onespan (with fields)... and only one document

Optional2  => This will have one template Template2 in Onespan (with fields)... and only one document

Optional3  => This will have one template Template3 in Onespan (with fields)... and only one document

 

So the scenario could be , I want to create package (transaction) with ProductA(templateA) and Optional (Template1) .... Optional (Template2)

Or in some scenario Sender want to attach all three optional templates to main product document.

 

As explained here, optional document are not part of same package/template of Product template.

 

So we want to clone and create package like [ {TemplateA, Fields} {Template1,Fields}]  or in some cases [{TemplateB, Fields} {Template1,Fields},{Template2,Fields}]

 

We have around 10 to 15 optional document and user may want to attach 1 to 5 optional document out of these list of 15 to the main contract(product) document.  These same optional documents can be attached to any of the contract(product) document.

One of the option as per your solution can be to add these 15 documents to each contract template. But As optional document are many , we want to keep these documents as part of seperate one or more template

Please let me know how this can be done

Just wanted to know your opinion on below approach ,

Do you see any issue with below approach

 

1) clone the main template 

2) get the optional template and extract the document objects from it 

3) pull PDFs of each optional document using :

GET {{baseUrl}}/api/packages/:packageId/documents/:documentId/original

 

 and post them into the newly created clone using 

POST {{baseUrl}}/api/packages/:packageId/documents

I have created one template using onespan sanbox portal. I required few fields in the document like name , age , agreemntNO etc which will be populated programmatically. My first signer are people who just checks the document, they don't need to sign. But I can't create input text fields name , age , agreemntNO in the OneSpan without SIGNTAURE type field.. So I created one signature type field ( I kept it optional though).. Then I hit the "clone" Rest API and didn't pass SIGNTAURE type field, just passed name , age , agreemntNO in approvals array. Still the first signer has been provided with "Sign" field on the document. Sign field is optional , since I kept it as optional. But I want the Sign field never appear for first signer, He should just validate the document(which has prepopulated name , age , agreemntNO fields) and accept/Confirms it. Once he confirm then email should go to next signer for signing. Please let me know how to achieve this. I wanted to open separate topic for this. But I am unable to start topic on your forum, It is saying "Invalid captcha" although captcha screen is not appearing while posting question

Hi Bikram , 

   Thanks for your reply. Do you know if this feature "fields bind to the recipient without having their signature" available at template level through Onespan UI. In Onespan UI, I couldn't see the feature while adding/editing the template.

Thanks Duo

One more thing ,

can we add html tags in this "Advanced" -- "Personal Message" field.