Difference between revisions of "Template:OneSpan"
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Follow the steps below to set up an integration key within SmartSimple Cloud: | 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. | + | # Log in as a '''Global Administrator''' and go to '''Menu Icon''' > '''Global Settings''' > '''Integrations''' tab > '''Integration Key Management'''. |
| − | # Click the | + | # Click the '''New Integration 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”. | + | # 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 | + | # Add your '''Environment URL'''. 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. | # Paste the “Client ID” and “Client Secret” saved earlier into their respective fields. | ||
===Selecting the E-signature Provider=== | ===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: | + | 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 | + | Go to '''Menu Icon''' > '''Global Settings''' > '''Integrations''' tab > Select “OneSpan Sign” for '''E-signature Provider''' and click '''Save'''. |
| − | |||
===Creating a Web Page View=== | ===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: | 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 | + | # Create or edit a '''Special - Web Page View''' custom field. This field will be used to generate a document and send it for signing. |
| − | # For | + | # For '''HTML Template''', click "SmartFields Sample Template" link to insert the sample template into the field. |
# Replace the variable “@SmartFields@” with your desired content. | # Replace the variable “@SmartFields@” with your desired content. | ||
# Add the desired signature tags and referenced anchor strings. See below for examples. | # Add the desired signature tags and referenced anchor strings. See below for examples. | ||
| − | # Toggle on | + | # Toggle on '''Enable E-signature'''. |
| − | # For | + | # For '''Failed to Complete 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 | + | # Toggle on '''Enable Save to Server'''. This is required for the signed PDF document to be saved within SmartSimple cloud. |
| − | # Click | + | # Click '''Save'''. |
===Web Page View Sample Code=== | ===Web Page View Sample Code=== | ||
| Line 53: | Line 52: | ||
Follow the instructions below to submit a document from a web page view to OneSpan. | Follow the instructions below to submit a document from a web page view to OneSpan. | ||
| − | # Navigate to the desired | + | # Navigate to the desired '''Special - Web Page View''' field on the desired record and open it. |
| − | # Click the | + | # Click the '''E-signature''' button |
| − | # Click | + | # Click '''Submit this document''' to submit the document to OneSpan. The status will change to “Pending”. |
Revision as of 14:24, 13 September 2023
Contents
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. Reach out directly to OneSpan to get a licensed account and learn more about their products. Once you have an account and license, follow the steps below.
- 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”. Be sure to copy and save both items as these codes will only appear once when first generated.
Note: 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.
Setting up the Integration Key in SmartSimple Cloud
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 Integration Key button represented by the plus sign.
- Set the Type to be “OneSpan Sign”.
Note: You are only allowed a single integration key with the Type of “OneSpan Sign”. - Add your Environment URL. 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-signature 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 Special - Web Page 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 E-signature.
- For Failed to Complete 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 Save to Server. This is required for the signed PDF document to be saved within SmartSimple cloud.
- Click Save.
Web Page View Sample Code
There are multiple ways you can configure the signing block for e-signatures. We have included code samples that can be added to a web page view custom field.
(Coming Soon)
Submitting a Document for E-signatures
Follow the instructions below to submit a document from a web page view to OneSpan.
- Navigate to the desired Special - Web Page View field on the desired record and open it.
- Click the E-signature button
- Click Submit this document to submit the document to OneSpan. The status will change to “Pending”.
