Changes

Template:OneSpan

1,753 bytes added, 17:59, 26 September 2023
m
Mandatory OneSpan Tags
====Example: Using Hard Code====
Replace the variable “@SmartFields@” in the webpage view custom field with the following sample code: '''[[:File:onespan-hardcode-sample.zip|Download Hard Code Sample]].'''
[[File:onespan-hardcode.png|thumb|none|alt=Sample code with hardcoded information|800px|Sample code using hardcoded information for signers]]
====Example: Using Variables====
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 signerssignees]]
====Example: Using List Syntax====
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 singerssignees]] ====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]]
===Submitting a Document for E-signatures===
|-
||Assigns a name to the document that needs an e-signature
||<pre><!--SignatureName Document Name--></pre>
||<pre><!--SignatureName Grant Agreement--></pre>
||
<pre><!--SignatureName Document Name--></pre>
||
<pre><!--SignatureName 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
||<pre><!--SignatureEmailSubject Place email subject text here--></pre>||<pre><!--SignatureEmailSubject A Document Requires Your Signature--></pre>
||Currently must be included but is not used.
|-
||Defines the anchor string of the signature block
||<pre><!--SignatureBlock Anchor String--></pre>||<pre><!--SignatureBlock 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
||<pre><!--DateSigned String--></pre>||<pre><!--DateSigned DateSigned --></pre>
||Needs to be included in the HTML.
|-
||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 tag in the HTML.|-||Adds a multiple line text field inside OneSpan||<pre><!--FieldBlock Anchor String;;0;;10;;250;;120;;TEXTAREA --></pre>||<pre><!--FieldBlock fieldCTA;;0;;10;;250;;120;;TEXTAREA --></pre>||If you add a multiple line text field it will appear to the signer while they are signing in OneSpan. The signer may add text to the documents using this field and that text will only be saved in the PDF. If you create a new PDF, that information will not be retained outside the original PDF that was generated.|-||Adds a single line text field inside OneSpan||<pre><!--FieldBlock Anchor String;;0;;10;;250;;40;;TEXTFIELD --></pre>||<pre><!--FieldBlock fieldCTF;;0;;10;;250;;40;;TEXTFIELD--></pre>||If you add a single line text field, it will appear to the signer while they are signing in OneSpan. The signer may add text to the documents using this field and that text will only be saved in the PDF. If you create a new PDF, that information will not be retained outside the original PDF that was generated.
|}
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