Feature Guides

OneSpan Sign offers many features that you might find useful when building your solution. We’ve got you covered with some great examples that will help you get the most out of OneSpan Sign in your application.

Signers

Attachment Requirements

This guide will show you how to request, download, and accept/refuse file attachments with OneSpan Sign.

Bulk Sign For a Signer

This guide shows you how to sign all documents in a transaction on behalf of a signer.

Change Signer

This guide shows you how to allow a signer to be changed during the ceremony.

Deliver Signed Documents By Email

The following guide shows you how to enable delivery of signed documents through email to your signers.

Notify Signers

The following guide shows you resend the signing invitation email.

Opt-out and Declined Messages

This guide will show you how to retrieve the opt-out and declined messages.

Reminders

This guide will cover how to setup reminder schedules.

Signer Authentication

This guide will go over how to add additional authentication to verify the identity of the signer.

Signer Management

This guide covers how to manage your signers in your OneSpan Sign packages.

Signer Workflow

This guide covers how to create and update a signer workflow in your package.

Unlocking Signers

This following guide shows you how to unlock a signer from a Signing Ceremony.

Reports

Audit Service

This guide will cover how to use the audit service to get the audit information for a completed package.

Completion Report

This guide shows you how to retrieve the completion report.

Delegation Event Report

The following guide shows you how to retrieve the delegation event report.
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Get Application Version

The following guide shows you how to retrieve the current application version of OneSpan Sign.
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Get Package Config

The following guide illustrates how to retrieve contact information for OneSpan Sign's Technical Support on a particular package.
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Retrieve e-Notary entries

The following guide shows you how to retrieve e-Notary Journal entries.
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Usage Report

The following guide shows you how to retrieve the usage report.
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User Authentication

Authentication Tokens

The following guide shows you how to create user, sender, and signer authentication tokens.

Signer Session

This guide will cover how to create a signer session in OneSpan Sign.

Signing URL

This guide shows you to get the signing url for a signer.

Packages

Configure Package Language

The following guide shows you how to configure the language for a package/transaction.

Designer

This guide shows you how to create a designer session.

Modify Status Of A Package

The following guide demonstrates how to modify the status of a package.

Package Attributes

This guide shows you how to add custom data to your package.
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Package Management

This guide shows you how to retrieve, update, archive and delete your packages in OneSpan Sign.

Retrieve Packages Within Date Ranges

The following guide shows you how to retrieve packages with a range of dates.
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Session Fields

This guide shows you how to store extra data as part of the evidence summary.

Sign Documents

This guide shows you how you can sign all documents in one call.
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Signing Status

This guide shows you how to retrieve the package and signer status.
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Templates and Layouts

Create a Package From a Template

This following guide shows you how to create a package from a template.
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Fast Track

This guide shows you how to use the OneSpan Sign FastTrack feature.
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Layouts

This guide will cover how to create, retrieve, and apply layouts on documents.
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Placeholders

The following guide shows you how to add, update, and remove placeholders in templates.
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Template Management

This guide shows you how to retrieve, update, and delete your templates.
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Templates

This guide will show you how to create a template from scratch and from an existing document package.
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Documents

Create Consent Document

This following guide shows you how to create a consent document.
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Document Attributes

The following guides shows you how to add custom data attributes to your documents.
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Document Extraction

This guide will go over how to use the document extraction feature to extract the fields in your document.
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Document Management

This guide will show you how to manage documents in your OneSpan Sign packages.
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Document Visibility

The following guide shows you how to configure the Document Visibility feature.
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Document Workflow

This guide covers how to create and update a document workflow in your package.
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Field Injection

This guide shows you how to inject fields on your PDF document with OneSpan Sign.
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Position Extraction

This guide shows you how to use the position extraction feature in OneSpan Sign.
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Retrieving Documents

This guide shows you how to retrieve your documents.
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Text Anchors

This guide will cover how to use text anchor extraction to position your fields on your document.
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Text Tags Extraction

The following guide shows you how to use the Text Tag extraction feature.
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Fields

Custom Fields

This guide covers how to manage custom fields in OneSpan Sign.
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Field Validators

This guide covers how to validate fields in OneSpan Sign.
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Field Values

This guide covers how to retrieve field values after they have been entered by your signer.
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Fields

This guide shows you how to add, update, and delete fields.
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Account Settings

Delegate Access

This guide will show you how to delegate access your OneSpan Sign account to your senders.

Group Summary

This guide shows you how to retrieve your group summaries.
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Groups

This guide will cover how to create/manage groups and add a group signature on your document.
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Senders

This guide covers how to manage your senders in your OneSpan Sign account.
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Customization

Email Message

The following guide shows you an example of how to customize the e-mail message received by a signer when a package is sent for signing.
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Get Thank You Dialog Content

The following guide shows you how to retrieve the Thank You Dialog content.
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Handling Exceptions

The following guide shows you how to handle OneSpan Sign exceptions.
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Proxy Configuration

The following guide covers how to make API calls to OneSpan Sign through a proxy server.
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Set Up Callback Notifications

This guide will show you how to setup callback event notifications.
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Signing Ceremony Customization

This guide covers how to customize the OneSpan Sign signing ceremony.
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Signature

Retrieve All Signatures

The following guide demonstrates how to get all signatures for a package.
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Sign On Mobile

This following guide shows you how to allow signers to use their mobile phones to sign capture signatures.
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Signature Image Extraction

This guide shows you how to extract a sender's capture signature from an account and a signer's capture signature from a package.
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Signatures

This following guide shows you how to add, update, and delete signatures on your documents.
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