1. Creating and Sending a Transaction
This guide shows you how to create and send your first transaction.
This guide will explain you how to create a Sandbox account and send your first transaction (formely document package), using the OneSpan Sign UI.
Creating a Sandbox Account
First things first, if you have not created a Sandbox account, you will need to do that. Navigate to https://sandbox.esignlive.com/ in your browser. If you already have an account, log in. If you do not, click “Sign up”, under the login form.
That link will take you to a signup form to get a Sandbox account. Once you have filled out the form, select “Create Developer Account” and you will be automatically logged into your Sandbox account.
Creating a Transaction
Once logged in, go ahead and click on “New Transaction”, as shown below.
Following this, you will see a pop-up window asking you to enter a name to start the transaction process. Go ahead and enter a name for your transaction (e.g. “Test Transaction”). If you want to add a description, you can, but this property is optional. There is also an option to select a template, if you have previously saved a transaction as a template.
Once you have entered a name for your transaction, you can now click on “Settings”.
Here you can set an expiration date, choose your preferred language for the transaction, enter an additional email message to transaction recipients, choose to enable in-person signing, and you can also choose to review a transaction before you allow it to be filed as “complete”. For this example, the default settings are chosen.
Once you have chosen all the options you need, click on “Create”. This will bring you to the draft view of your transaction, like in the below image:
You will see that “Electronic Disclosures and Signatures Consent” has been added to the transaction. The document is one that must be accepted by each signer prior to signing any documents in the transaction.
Adding Signers and Documents
You will now need to add a new signer and a document to your transaction. In the Recipients section of the draft view, you can add your first signer to the transaction. You can either use dummy information like in the slides below, but if you want to follow along with the next quick start guide, you should use an email account you have access to.
Once you have filled out the required fields (Email, First Name, and Last Name), you can hover over your signer with your cursor and where you will see go to the authentication tab.
Here you can set different options to authenticate your signer. The default option is “Email”. You can also do Q&A (pictured) or send a SMS code to the signer’s cell phone. They must enter the code before signing.
If you hover back on your signer with your cursor, you can also send a personalized message, choose to allow automatic email delivery of documents to signers, and allow the signer that you appoint to appoint another signer in their place. Finally, the attachments functionality allows you to specify documents that you would like the signer to upload before signing any documents (example: copy of driver’s license).
For this example, we will leave the defaults for everything. To add a new document, simply click on “Add” in the Documents section of the draft view, navigate to the file location, and select open.
With your new signer and document added, you should see something like the following image in your transaction draft view:
Add Signature Boxes to Document and Send
In the draft view of your transaction, click on “Next”, as shown below.
To add a signature box, click on “Signature” in the Fields section on the left-hand side. A signature box will appear on the document and you drag it to the desired location. In this example, a signature block for “John Smith” is added and positioned to the signer’s signature location. Here is what you can expect:
If you hover over a signature box, you will see a gear icon appear. If you click on this icon, you will have the option of changing the signature type (click to sign, click to initial, or capture signature). For this simple example, the default settings are kept.
Now that your document is ready to go, click on “Send To Sign” and you are done. Your signer will now be notified via email that they have a request to sign a document.