This topic contains 2 replies, has 2 voices, and was last updated by  cindy 1 week, 3 days ago.

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    cindy
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    Member since: 17.04.2017
    Number of posts: 28

    We know it is possible to configure the Reminder Schedule (days until first reminder, days between reminders, number of repetitions) at the package/transaction level after the package/transaction is created, using API before 11.16, both API and UI after.

    What we try to find out is whether it is possible to configure these Reminder Schedule values at account level, also what the default system values are.

    We have tried to configure the template, but these values seems not being applied to the new package/transaction created from the template. The version tested is 11.13.

    Thanks.

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    Duo_Liang
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    Member since: 14.06.2018
    Number of posts: 828
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    Hi Cindy,

    First, reminder default settings were not an account level setting, so I’m afraid it’s not a doable workaround for your scenario.

    In latest SaaS environment, reminders can be applied to new packages created from Templates. And after checking our production backlog, I found that “Package and template to inherit Web Reminder settings” was only implemented after 11.18. So it’s possible that in 11.13 version, inheriting reminder was not a built-in function for POST /api/packages/{packageId}/clone call or “create package Use Template” use case in web portal. I will test on an on-prem environment with 11.13 version and confirm this to you tmr.

    Just for my information, this was for ad-hoc users, right? Because for integrated application, you can work it around by calling POST /api/packages/{packageId}/reminders to setup reminders in separate calls.

    Hope this could help!
    Duo


    Duo Liang
    OneSpan Junior Technical Evangelist
    • This reply was modified 1 week, 4 days ago by  Duo_Liang.
    • This reply was modified 1 week, 3 days ago by  Duo_Liang.
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    cindy
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    Member since: 17.04.2017
    Number of posts: 28

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    Thank Duo Liang for the quick reply, the information you provided is very clear and helpful. You are right, this is for ad hoc users who use the Web UI to access esignlive, so cannot be applied to packages one by one in 11.13.

    And one more question about the default setting, can you let us know what the reminder schedule default setting is at system level? Can this be configured and how?

    Thanks.

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