OneSpan Actions
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SmartIQ integrates with OneSpan Sign to provide the option of electronically signing documents for end to end digital transactions.
OneSpan Create Package Action
OneSpan Create Package Action supports sending OneSpan packages with multiple documents for one or more users to sign. This action also provides the ability to specify the order of signage. For example, the Manager (1) signs then the Executive (2) signs and then the CEO (3), etc.
The packages can be sent via "Draft or Sent" mode, with the ability to require signatures via either:
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Positional Placement – Add a signature input using a page number as well as left and top co-ordinates on where the signature will be placed. For example, page 2, left 100, top 200. For more information, refer to this article.
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Text Anchors – Add a signature input using an instance of an anchor keyword. For example, Add a signature after the text "Please sign here". For more information, refer to this article.
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Text Tags – A OneSpan convention to populate the document with signature inputs using the convention {{esl:roleName:fieldType}}. For more information, refer to this article.
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Accept Only – No specific signature input needed on the document but the user needs to click the "Accept" button to accept the whole document.
Authenticating Signers
Verify the identity of signers to add an extra layer of security to your online transactions. With the OneSpan Connector, there are several ways of verifying the identity of a package recipient before they are permitted to access the transaction's documents. These are:
- Knowledge-Based Authentication (KBA) – This option relies on a third-party KBA provider to verify a recipient's identity by asking them a series of questions about their personal credit report. That provider is either Equifax US or Equifax Canada.
KBA should be considered when it's important to reduce the risk of identity fraud, or when a signer is unknown (for example, opening a new account).
For more information, refer to OneSpan Advanced Functionalities
Prerequisite
To be able to use this feature, Equifax US and/or Equifax Canada should be enabled on your OneSpan account. If not, contact your OneSpan Support Team.
- SMS Authentication – OneSpan utilizes the given phone number to send the signer a single-use code through SMS when they access the package.
- General Authentication – Involves providing a series of question-and-answer values, which the signer has to answer when accessing the package. The mask input provides the option to hide or show the user's input (similar to passwords).
Important
It is possible to use Equifax KBA with either SMS Authentication or General Authentication, but it is NOT possible to use both SMS Authentication and General Authentication simultaneously.
| Input | Description |
|---|---|
| Package | The following inputs are required to send a OneSpan package: - Name (Required) - Mode (Required) - Default Signing Method - Sender email They are detailed below. |
| - Mode (Required) | There are two values available: - DRAFT – Keeps the package in draft mode to enable further editing via the OneSpan web interface before sending. - SENT – Sends the package directly to the signers. |
| - Name (Required) | Package name |
| - Default Signing Method | Use if you do not explicitly specify signatures within documents as inputs. The action will default to ACCEPT_ONLY if there are no signatures specified within the documents as well as no default signing method defined.The are two values available: - ACCEPT_ONLY – A signer only needs to click the Accept button without the need for a signature. - TEXT_TAGS – Any documents without signatures will use the text tags extraction method and expect at least one signature text tag within the document. For example, {{esl:Signer1:Signature}} or {{esl:Signer1:Initials}}. |
| - Sender Email | The email address of the OneSpan Sender account that the recipients will see as the sender of the emails. If left blank, the sender will default to the owner account. |
| Carbon-Copy Recipient | A carbon-copy recipient (also known as a CC recipient) is someone who receives a copy of a completed and signed document without being an active participant in the signing process. This is often used in situations where someone needs to be kept in the loop about the signing process but does not need to sign the document themselves. The following inputs are required to receive a copy of the completed and signed document: - First Name - Last Name If these inputs are specified, a recipient or group of recipients will be created wherein: - They are not required to sign or accept the documents. - They are placed at the end of the recipient order after all other defined recipients. - They will receive the completed documents like the other signer(s). Once the document package is complete, all recipients will receive an email. However, because of a limitation in OneSpan, the carbon-copy recipient will also receive an additional an email inviting them to sign the documents. |
| Reminders | Set package reminders for the users to sign if they haven't. Reminders are optional. If configuring Reminders, OneSpan needs all Action Inputs to be provided. If an Action Input is not provided, the default value will be sent to OneSpan. |
| - Send Reminder in x days | Waits a certain amount of days before sending the first reminder. Defaults to 1. |
| - Repeat Reminder x times | Number of times the reminder will be repeated after the initial reminder. Defaults to 0 with a maximum of 5. |
| - Repeat Reminder every x days | Frequency of the reminders. Defaults to 1. |
| Signer (At least one signer required) | Each signer is required to provide the following: - First Name - Last Name Note: Repeat Type and value option will only be available if a repeating section is used. |
| - Challenge Authentication questions | Provide a series of question-and-answer values, which the signer will have to answer when accessing the package. (Optional) The mask input provides the option to hide or show the user's input (similar to passwords). |
| - Signer Id | Use if there is a text-tag document with specific roles defined. Otherwise, leave this option blank and the signers will be created as Signer1, Signer2, Signer3,... |
| - Signing Order | Use if the signing ceremony has be done in sequential order. For example, if the signing order has been set as Signer1=1 and Signer2=2, Signer1 signs first and Signer2 will only receive the notification to sign after Signer 1 has finished. If the signing order has been set as Signer1=1, Signer2=1 and Signer3=2, Signer3 will only receive the notification to sign after Signer1 and Signer 2 have finished. |
| - Email Message | Use to add more content to the message that gets sent with the email. |
| - Email Signed Documents | If true, will email the signed documents as an attachment after the signing ceremony have completed. If false or not specified, will email the signer with a link to view or download the documents. |
| - Enable Reassign | If true, will set a permission on the Package enabling additional features within OneSpan to delegate/reassign a signing task to another OneSpan user |
| Document | Use only if there is a need to define specific signatures. If the Default signing method of Accept Only is used, this option does not need to be configured. |
| - Document Signing Method | Used if you don't explicitly specify signatures within this document and have specified text tags in the document or just want to offer the signer the ACCEPTONLY option for this document. Use if you do not explicitly specify signatures within this document as inputs. The action will default to ACCEPT_ONLY if there are no signatures specified within this document.The are two values available: - ACCEPT_ONLY – A signer only needs to click the Accept button without the need for a signature. - TEXT_TAGS – Any documents without signatures will use the text tags extraction method and expect at least one signature text tag within the document. For example, {{esl:Signer1:Signature}} or {{esl:Signer1:Initials}}_. |
| - Name | Document name |
| Signature | A signature input is required if you want to define the signature. - Specify Position Details to use the Positional Placement method. - Specify Anchor Details to use the Text Anchors method. |
| - Signature Type | Required, if defining a signature. - FULLNAME – Gives the signer a Click To Sign option. - CAPTURE – Gives the signer a Capture box to draw a signature. - INITIALS – Gives the signer a Click To Initial option. |
| - Position Details | Use to define signature locations on a position. - Position Page Number – Defaults to the first page if not supplied. Note: OneSpan documentation uses 0 to mean the first page. However the connector uses 1 to display as the first page. - Position Left – Defaults to 0, the amount of pixels from the left of the position, to put the signature. - Position Top – Defaults to 0, the amount of pixels from the top of the position, to put the signature. - Position Width – Defaults to 200, the width of the signature box. - Positional Height – Defaults to 50, the height of the signature box. |
| - Anchor Details | - Anchor Text – Required if using Anchor Details. Note: The text is case sensitive and the action will fail if the document is unable to find the specified text. - Anchor Point – Where to place the signature in relation to the anchor text: - TOPLEFT - BOTTOMLEFT - TOPRIGHT - BOTTOMRIGHT - Anchor Index – Defaults to 0. The zero-based instance of the anchor text to find. For example, if you want to place a signature against the second instance of "Sign Here" then set this to 1. - Anchor Character Index – Defaults to 0. The zero-based instance of the character within the anchor text to place the signature box. For example, if you want to place a signature above the 4th character in "Sign Here" then set this to 3. - Anchor Width – Defaults to 200, the width of the signature box. - Anchor Height – Defaults to 50, the height of the signature box. - Anchor Left Offset – Where to place the signature box. Positive numbers move to the right, negative numbers move to the left. - Anchor Top Offset – Where to place the signature box. Positive numbers move to the bottom, negative numbers move to the top. |
| Knowledge-Based Authentication | Knowledge-Based Authentication (KBA) asks a signer dynamically generated questions based on information in the signer's personal Credit Report. Once a signer has answered all KBA questions correctly, they can click Submit to begin signing documents. |
| - Equifax USA | Include the following credit history-related questions for signers when adding them via KBA authentication using Equifax USA: - First Name (Required) - Last Name (Required) - Street Address (Required) - City (Required) - State/Province (Required) – Must be two (2) capital letters - Zip/Postal Code (Required) – Must be five (5) digits - Social Security/Social Insurance Number – Must be nine (9) digits - Date of birth – Eight (8) digits only (MMDDYYYY) - Home Phone Number – Maximum of 10 digits - Driver 's License Number – Maximum of 30 digits |
| - Equifax Canada | Include the following credit history-related questions for signers when adding them via KBA authentication using Equifax Canada: - First Name (Required) - Last Name (Required) - Street Address (Required) - City (Required) - State/Province (Required) – Must be two (2) capital letters - Zip/Postal Code (Required) – Must be six (6) characters, composed of three (3) letters and 3 digits - Social Security/Social Insurance Number - Date of birth – Eight (8) digits only (MMDDYYYY) - Home Phone Number – Maximum of 10 digits - Driver 's License Number |
| SMS Authentication phone number | To enable SMS authentication, OneSpan will utilize this input to send a unique code via text message to the signer when they attempt to access the package. |
OneSpan Create Signing Url
The OneSpan Create Signing Url Action takes a created OneSpan package and returns a Uri, which can be used with the Redirect Action to take the end user from the SmartIQ submission page, directly into the package signing ceremony for the given signer id.
Usage
| Input | Descriptions |
|---|---|
| Package Id | The signing ceremony unique identifier, usually mapped from the OneSpan Create Package Action Package Id Output |
| Signer Id | Unique identifier of the signer who the url is being retrieved for. The OneSpan Create Signing Url Action will check if the Signer Id is valid for the given package prior to attempting to retrieve the signing url. |
Optionally, add a Redirect Action and map the redirect URL to the Signing Url Output using its Reference Tag
OneSpan Update Package
The OneSpan Update Package action allows the designer to perform basic alterations on OneSpan packages, like:
- Trashing (soft-deleting) a package
- Changing a package's status
- Re-send package notification(s) to recipient(s)
- Add a signer to the package
- Remove a signer from the package
- Remove a document from the package
Note
Trashing the package, changing its status, or re-sending notifications CANNOT be done in conjunction with other operations, while Adding a signer, removing a signer, or removing a document can all be done in conjunction with another operation, as necessary.
| Input | Descriptions |
|---|---|
| Package Id (Required) | The signing ceremony unique identifier, usually mapped from the OneSpan Create Package Action Package Id Output |
| Trash Package | True/False - If True, will move the package to the Trash Folder. - If False, the package will be recovered. Note: No action is taken if the package is already in the requested state. |
| Change Status | Changes the status to Sent, Draft, or Expired. For more information, refer to Package lifecycle. Note: No action is taken if the package is already in the requested state. |
| Resend Notifications | Re-sends the notifications to package recipients Note: No action is taken if the specified recipient(s) is/are not found in the package. |
| - Message (Required) | The email address of the recipient to re-notify. The notification is skipped if the given recipient email does not exist in the package. |
| - Recipient Email (Required) | The message to send to the recipient. |
| Add Signer | Adds a signer to the package. |
| - Delivery by Email | Whether or not to deliver documents to the signer by email |
| - Email (Required) | The signer's email address |
| - Email Message (Required) | The message to send to the signer |
| - First Name (Required) | The signer's first name |
| - Last Name (Required) | The signer's last name |
| - Signing Index | The order to put the signer in |
| Remove Signer | Removing a signer from the package. Note: No action is taken if the specified signer is not found in the package. |
| - Search by Email | True/False Whether to match the signer by name or email when finding them in the package. Defaults to false (name) if not supplied. |
| - Search Value (Required) | The Signer name or email |
| Remove Documents | Removes a document from the package. Note: No action is taken if the specified document is not found in the package. |
| - Document Name (Required) | Name of the document |
OneSpan Download Document
This action allows the download of one or all documents associated with a OneSpan package as well as an audit trail.
The document retrieve must happen after the signing ceremony for the package has already been completed.
Action Inputs
| Input | Use |
|---|---|
| Package ID | The ID of the OneSpan Package generated when passing the OneSpan create package action |
| Document Display Name | The file name for the downloaded document |
| Download | the type of document to be downloaded: Single Document - Download a single document associated with the Package Zip - Download a zip containing all documents associated with the Package Audit Trail - Download the OneSpan PDF Audit Trail document Zip with Audit Trail - Download the zip contain all documents associated with the Package including the Audit Trail |
| Document ID | The Document ID is retrievable from the OneSpan API using a REST data connection |
Updated 2 months ago