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===Creating a OneSpan Account=== | ===Creating a OneSpan Account=== | ||
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To use this integration, you must bring your own OneSpan license. This is done outside of SmartSimple Cloud. Learn more about OneSpan’s e-signature product at https://www.onespan.com/products/electronic-signature. Reach out directly to OneSpan to get a license and account. Once you have an account and license, follow the steps below. | To use this integration, you must bring your own OneSpan license. This is done outside of SmartSimple Cloud. Learn more about OneSpan’s e-signature product at https://www.onespan.com/products/electronic-signature. Reach out directly to OneSpan to get a license and account. Once you have an account and license, follow the steps below. | ||
Note: whitelisting of IPs may be required. | Note: whitelisting of IPs may be required. | ||
| − | # Log in to https://www.onespan.com | + | # Log in to [https://www.onespan.com OneSpan]. Based on your country, your login URL may be different. |
# Select “API Access” under the “Admin” option in the menu. An API Key will be automatically assigned. | # Select “API Access” under the “Admin” option in the menu. An API Key will be automatically assigned. | ||
# Under “Client Apps”, click the “Add” button to generate a “Client ID” and “Client Secret”. Copy and Save both items. Note: The client secret will only appear once when first generated. | # Under “Client Apps”, click the “Add” button to generate a “Client ID” and “Client Secret”. Copy and Save both items. Note: The client secret will only appear once when first generated. | ||
# Depending on your setup, you may be required to whitelist specific IP addresses. More information can be found in [https://community.onespan.com/documentation/onespan-sign/guides/quick-start-guides/developer/environment-urls-ip-addresses OneSpan's quick start guides for environment URLs and IP addresses]. | # Depending on your setup, you may be required to whitelist specific IP addresses. More information can be found in [https://community.onespan.com/documentation/onespan-sign/guides/quick-start-guides/developer/environment-urls-ip-addresses OneSpan's quick start guides for environment URLs and IP addresses]. | ||
Revision as of 13:26, 13 September 2023
Overview
The OneSpan electronic signature integration is used within a document agreement or approval process. Users digitally sign documents to express their intent to comply with (or acknowledge the terms of) the contents of the signed document. Documents are typically generated within SmartSimple Cloud using the Special - Web Page View custom field and subsequently sent to OneSpan for the user to sign. Once all desired signatures have been collected, the document is sent back to SmartSimple Cloud.
This article will walk you through how to set up this integration and the related configuration within SmartSimple Cloud. You will need Global Administrator access as well as your own OneSpan license in order to to configure this integration.
Note: When configuring e-signatures, the same syntax is used by OneSpan, SignEasy, and Docusign vendors.
Configuration – Essentials
Creating a OneSpan Account
To use this integration, you must bring your own OneSpan license. This is done outside of SmartSimple Cloud. Learn more about OneSpan’s e-signature product at https://www.onespan.com/products/electronic-signature. Reach out directly to OneSpan to get a license and account. Once you have an account and license, follow the steps below.
Note: whitelisting of IPs may be required.
- Log in to OneSpan. Based on your country, your login URL may be different.
- Select “API Access” under the “Admin” option in the menu. An API Key will be automatically assigned.
- Under “Client Apps”, click the “Add” button to generate a “Client ID” and “Client Secret”. Copy and Save both items. Note: The client secret will only appear once when first generated.
- Depending on your setup, you may be required to whitelist specific IP addresses. More information can be found in OneSpan's quick start guides for environment URLs and IP addresses.
