Changes

To use this integration, you must bring your own OneSpan license. This is done outside of SmartSimple Cloud. Reach out directly to OneSpan to get a licensed account and learn more about [https://www.onespan.com/products/electronic-signature their products]. Once you have an account and license, follow the steps below.:

# Go to '''Menu Icon''' > '''Global Settings''' > '''Integrations''' tab > Select “OneSpan Sign” for '''E-signature Provider'''.

# Replace the variable “@SmartFields@” with your desired content.See the [[# Add the desired signature tags and referenced anchor strings. See Web Page View Sample Code|Web Page View Sample Code]] section below for examples. 

            <!--SignatureName Grant Agreement-->             <!--SignatureEmailSubject Please log into OneSpan to sign Replace the grant agreement.-->             <!--SignatureBlock SignHere -->             <!--DateSigned DateSigned -->             <!--DynamicFormat 1 -->             <div style="text-align:center">               <p><strong>SAMPLE GRANT AGREEMENT</strong></p>             </div>             <p>The undersigned Recipient hereby acknowledges and accepts variable “@SmartFields@” in the terms and conditions of webpage view custom field with the Grant as set forth above.</p>             <div style="margin-leftfollowing sample code: '''[[:File:40.0px">               <table width="700px" border="0" cellspacing="0" cellpadding="5" align="left">                 <tr>                   <td>                     <!onespan-hardcode-signature <a href="mailto:youremail@example.com" target="_blank">youremail@examplesample.com</a>;SIGNER;<wbr />John;Smith;1;ABC Company Name, Inczip|Download Hard Code Sample]].-->                     <div style="float: left; color: rgb(255, 255, 255);">SignHere1</div>                     ______________________________<wbr />___                     <div style='float:left;color:#<wbr />ffffff'>DateSigned</div>                   </td>                   <td>                   </td>                 </tr>'                 <tr>                   <td valign="top">Name[[File: John Smith<br>                     Title: Chief Executive Officer</td>                 </tr>                 <tr>                   <td valignonespan-hardcode.png|thumb|none|alt="top">ABC COMPANY NAME, INC.</td>                 </tr>               </table>Sample code with hardcoded information|800px|Sample code using hardcoded information for signers]]

(image)Replace the variable “@SmartFields@” with the following sample code: '''[[:File:onespan-variables-sample.zip|Download Variables Sample]]''' [[File:onespan-variable.png|thumb|none|alt=Sample code using variables|800px|Sample code using variables for signees]]

(image)Replace the variable “@SmartFields@” with the following sample code: '''[[:File:onespan-listsyntax-sample.zip|Download List Syntax Sample]]''' '''Note:''' In order to use the list syntax you are expected to create a role and attach signers to the record in that role. [[File:onespan-list-snytax.png|thumb|none|alt=Sample code using list syntax|800px|Sample code using list syntax for signees]] ====Example: Using List Syntax with Input Fields====Replace the variable “@SmartFields@” with the following sample code: [[:File:onespan-listsyntax-fields-sample.zip|Download List Syntax with Fields Sample]] '''Note:''' In order to use the list syntax you are expected to create a role and attach signers to the record in that role. Also note, any data entered into these fields that appear to the signer inside OneSpan will only be visible in the original PDF. [[File:onespan-list-snytax-fields.png|thumb|none|alt=Sample code using list syntax with fields|800px|Sample code using list syntax with input fields for signees]]

===Mandatory OneSpan Tags===Use the below The following tags are mandatory in order to configure the contact details and signing order for the signees.signature placement: 

<pre><!--SignatureName End-User Grant Agreement--></pre>||The name of the document declared here will appear in various locations.|-||Populates the subject of the email sent to requested signees

||Populates Defines the body anchor string of the email sent to requested signeessignature block

<pre><!--SignatureEmailBody Place email body text hereSignatureBlock Anchor String--></pre>

<pre><!--SignatureEmailBody Log into OneSpan to sign the requested documentSignatureBlock SignHere --></pre>||The signature block will appear wherever the SignatureBlock anchor text is placed. Make sure you have a text string that matches the anchor string in this document. You can also fine tune the placement by adding ;;0;;-50;;250;;75;; the values correspond with left position, top position, width and height.|-||Defines the date string for the date stamp

||Defines metadata for the target signature||<pre><!--signature Email;SIGNER;FirstName;LastName;Index;Company--></pre>||<pre><!--signature youremail@example.com;SIGNER;John;Smith;1;ABC Company Name, Inc.--></pre>||This tag should be placed before the SignatureBlock anchor string of tag in the signature blockHTML.|-||Adds a multiple line text field inside OneSpan

<pre><!--SignatureBlock FieldBlock Anchor String;;0;;10;;250;;120;;TEXTAREA --></pre>

<pre><!--SignatureBlock Sign Here: FieldBlock fieldCTA;;0;;10;;250;;120;;TEXTAREA --></pre>||If you wish add a multiple line text field it will appear to have the signature block appear signer while they are signing in OneSpan. The signer may add text to the document documents using this field and that text will only be saved in the PDF. If you create a fixed positionnew PDF, then you must include SignatureBlock tag with an anchor string defined and have a text string that matches information will not be retained outside the anchor string in the document itselforiginal PDF that was generated.

||Defines the anchor string for the date stampAdds a single line text field inside OneSpan

<pre><!--DateBlock FieldBlock Anchor String;;0;;10;;250;;40;;TEXTFIELD --></pre>

<pre><!--DateBlock Date Signed: FieldBlock fieldCTF;;0;;10;;250;;40;;TEXTFIELD--></pre>||OneSpan If you add a single line text field, it will find appear to the "Date Signed: " anchor string signer while they are signing in OneSpan. The signer may add text to the HTML documents using this field and place that text will only be saved in the date of PDF. If you create a new PDF, that information will not be retained outside the signature beside itoriginal PDF that was generated.