OneSpan Create Package Action

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OneSpan Create Package Action Module
Contact your sales representative if you are interested in obtaining a license for the OneSpan Create Package Action Module for your SmartIQ instance.

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:

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.
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.
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.
Accept Only – No specific signature input needed on the document but the user needs to click the "Accept" button to accept the whole document.

Manage Settings

Obtain a license for the OneSpan Create Package Action Module and configure the default values in Manage > Settings > OneSpan.

Creating the OneSpan Package

In Design, open a project and create a form.
Drag and drop the OneSpan Create Package action onto the finish section.

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Note
If the OneSpan Create Package action is not in the list of available actions, contact your sales representative to obtain a license for your SmartIQ instance.

Once added, configure the default action inputs.

Action Inputs

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.
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 Email Note: Repeat Type and value option will only be available if a repeating section is used.
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.
Document	Use only if there is a need to define specific signatures. If the Default singing method of Accept Only or Text Tags is used, this option does not need to be configured.
Document Signing Method	Used if you don't explicitly specifiy signatures within this document and have specified text tags in the document or just want to offer the signer the ACCEPT_ONLY 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.

OneSpan Create Package Action