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Follow the steps below to set up an integration key within SmartSimple Cloud:
# Log in as a '''Global Administrator ''' and go to '''Menu Icon ''' > '''Global Settings ''' > '''Integrations ''' tab > '''Integration Key Management'''.# Click the “New '''New Integration Key” Key''' button (represented by the plus sign).# Set the '''Type ''' to be “OneSpan Sign”. <br /> <u>'''Note:'''</u> You are only allowed a single integration key with the '''Type ''' of “OneSpan Sign”.# Add your “Environment URL”. The '''Environment URL is '''. This refers to the URL used for authentication into your OneSpan account (Example: https://apps.e-signlive.com/). The URL may differ based on your account and location.
# Paste the “Client ID” and “Client Secret” saved earlier into their respective fields.
===Selecting the E-signature Provider===
You may only use one e-signature provider at a time within SmartSimple Cloud. Select "OneSpan Sign " as the desired e-signature provider by doing the following:
Go to '''Menu Icon ''' > '''Global Settings ''' > '''Integrations ''' tab > Select “OneSpan Sign” for “E'''E-signature Provider”.Click Provider''' and click '''Save'''.
===Creating a Web Page View===
After creating your OneSpan account, setting up your integration key, and choosing OneSpan as your e-signature provider, you can now configure a web page view that will be used to send a document to OneSpan for signing by following the steps below:
# Create or edit a custom field of the type “Special '''Special - Web Page View” which View''' custom field. This field will be used to generate a document and send it for signing.# For "'''HTML Template"''', click "SmartFields Sample Template" link to insert the sample template into the field.
# Replace the variable “@SmartFields@” with your desired content.
# Add the desired signature tags and referenced anchor strings. See below for examples.
# Toggle on “Enable '''Enable E-signature”signature'''.# For the setting “Failed '''Failed to Complete Workflow” Workflow''', choose the desired workflow you wish to run in the event that the e-signature process fails to complete. Typically you will want to notify someone so they can take action.# Toggle on “Enable '''Enable Save to Server”Server'''. This is required for the signed PDF document to be saved within SmartSimple cloud.# Click “Save”'''Save'''.
===Web Page View Sample Code===
Follow the instructions below to submit a document from a web page view to OneSpan.
# Navigate to the desired “Special '''Special - Web Page View Field” ''' field on the desired record and click the button to open it.# Click the “E'''E-signature” signature''' button# Click “Submit '''Submit this document”document''' to submit the document to OneSpan. The status will change to “Pending”.
