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We are integrating with Onespan using Rest API. We have three types of Roles. Broker , customer and Business. |
As described in this post https://community.onespan.com/documentation/onespan-sign/guides/sender-guides/user/configuring-recipients we can configure some "personal message" for the Recipient. |
We have integrated with Onespan using REST API. Just wanted to check , If it is possible to add additional recipients in CC, not as signers, but as viewers only. E.g. |
We have a requirement like below |
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Reply to: create one package using multiple template
Thursday, June 1, 2023 at 09:20amThanks 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
Reply to: create one package using multiple template
Thursday, June 1, 2023 at 10:00amJust 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
Reply to: Saving a Document Prior To Send To Sign
Wednesday, June 14, 2023 at 05:46amReply to: Saving a Document Prior To Send To Sign
Friday, June 30, 2023 at 01:00amHi 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.
Reply to: Detail about "Advanced" -- "Personal Message" field
Wednesday, August 9, 2023 at 06:51amThanks Duo
One more thing ,
can we add html tags in this "Advanced" -- "Personal Message" field.
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Topics | Replies | Freshness | Views | Users |
---|---|---|---|---|
We are integrating with Onespan using Rest API. We have three types of Roles. Broker , customer and Business. |
9 | 8 months 1 week ago | 56 | |
As described in this post https://community.onespan.com/documentation/onespan-sign/guides/sender-guides/user/configuring-recipients we can configure some "personal message" for the Recipient. |
5 | 8 months 3 weeks ago | 48 | |
We have integrated with Onespan using REST API. Just wanted to check , If it is possible to add additional recipients in CC, not as signers, but as viewers only. E.g. |
4 | 8 months ago | 105 | |
We have a requirement like below |
5 | 11 months ago | 104 | |
Hello Duo, Here is our use case scenario: |
11 | 10 months ago | 125 |