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Template:OneSpan

2,443 bytes added, 17:59, 26 September 2023
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Mandatory OneSpan Tags
==Configuration – Essentials==
===Creating a OneSpan Account===
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.:
# Log in to [https://www.onespan.com OneSpan]. Based on your country, your login URL may be different.
You may only use one e-signature provider at a time within SmartSimple Cloud. Select "OneSpan Sign" as the desired e-signature provider by following the steps below:
# Go to '''Menu Icon''' > '''Global Settings''' > '''Integrations''' tab > Select “OneSpan Sign” for '''E-signature Provider'''.
# Click '''Save'''.
====Example: Using Hard Code====
(image)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 code with hardcoded contact detailsinformation|800px|Syntax Sample code using hardcoded information for hardcoded contact detailssigners]]
====Example: Using Variables====
(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 code using variables for contact details|800px|Syntax Sample code using variables for contact detailssignees]]
====Example: Using List Syntax====
(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]]
===Submitting a Document for E-signatures===
||
<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 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 Sign Here: SignHere --></pre>||If you wish to have the The signature block will appear in wherever the document in a fixed position, then you must include SignatureBlock tag with an anchor string defined and 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 document itselfvalues correspond with left position, top position, width and height.
|-
||Defines the anchor date string for the date stamp
||
<pre><!--DateBlock Anchor DateSigned String--></pre>
||
<pre><!--DateBlock Date Signed: DateSigned DateSigned --></pre>||OneSpan will find the "Date Signed" anchor string Needs to be included in the HTML and place the date of the signature beside it.
|-
||Defines metadata for the target signature
||
<pre><!--signature youremail@example.com;SIGNER;John;Smith;1;ABC Company Name, Inc.--></pre>
||This tag should be placed beside 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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