OneSpan Sign for SharePoint Online

QuickStart Guide

NOTE:

The company names eSignLive by Vasco and Silanis Technology are being changed to OneSpan. In turn, the product name eSignLive is being changed to OneSpan Sign. In this document, the names OneSpan Sign and eSignLive can be used interchangeably.

Welcome! 

This guide will help you get set up and signing OneSpan Sign for SharePoint Online documents as quickly as possible.

To jump to a specific step, use these links:

What do I need to install OneSpan Sign for SharePoint Online?

To install OneSpan Sign for SharePoint Online you must have either a Sandbox or Production account for eSignLive. To get a free Sandbox account, follow the instructions on this page.

You must also have Administrator privileges for OneSpan Sign for SharePoint Online, and be a Microsoft SharePoint Administrator.

As this is an online connector, you will need one of the following supported browsers:

  • Internet Explorer 11
  • Chrome (latest version)
  • Firefox (latest version)
  • Microsoft Edge (latest version)

How do I install OneSpan Sign for SharePoint Online?

Unless stated otherwise, this guide's instructions reflect the modern Microsoft SharePoint look and feel.

To install OneSpan Sign for SharePoint Online, you must do the following:

Install OneSpan Sign for SharePoint Online on Your Site

OneSpan Sign for SharePoint Online must be made available by your Microsoft SharePoint administrator. If you do not see OneSpan Sign for SharePoint Online, contact that administrator, or consult the Microsoft SharePoint documentation.

  1. Login to your Microsoft SharePoint site.
  2. Navigate to your Site contents page.

    If you are using the classic version of the UI, click Add an app.

  3. Click New > App.
  4. From the side menu, select either Apps You Can Add, or From Your Organization.
  5. Search for and select OneSpan Sign for SharePoint Online.

    If you do not see our app here, you can use the Microsoft SharePoint Store to add it, or contact your system administrator. For information on how to install from the Microsoft SharePoint Store, consult the Microsoft SharePoint documentation.

  6. Install the app using the standard Microsoft SharePoint installation instructions.

Open OneSpan Sign for SharePoint Online

  1. Navigate to your Site contents page.
  2. Select OneSpan Sign for SharePoint Online.

If the app has not yet been updated by Microsoft SharePoint, it will be greyed out. If this happens, try refreshing your browser page.

Getting Started - What do I need to configure?

Now that you've installed your solution, let's get it up and running. To configure OneSpan Sign for SharePoint Online, you need to set up some basic account configurations. Your organization should have only one eSignLive account. If you do not have an account, please contact Technical Support (sign.support@onespan.com; 1-855-MYESIGN).

To configure OneSpan Sign for SharePoint Online so it can connect with your account for eSignLive:

  1. Log into eSignLive.
  2. Navigate to the Site Contents page, and select the OneSpan Sign for SharePoint Online app. The Connection Settings page appears.
  3. Specify the following required parameters:
    • API URL: Enter this URL, or use the drop-down list to select your eSignLive Production environment.
    • OneSpan Sign User Name: Enter your user name.
    • OneSpan Sign Password: Enter your password.
  4. Click Connect.

Once this step has completed, you should be connected and ready to begin using OneSpan Sign for SharePoint Online.

How do I create, send, and sign a transaction?

Now that you've successfully installed OneSpan Sign for SharePoint Online, let's create a test transaction.

To create and test a transaction, perform the following procedures:

  1. Creating a Transaction
  2. Adding Documents to a Transaction
  3. Adding Recipients to a Transaction
  4. Preparing Documents to be Signed
  5. Sending Documents to be Signed
  6. Signing Documents

Creating a Transaction

To create a transaction:

  1. Open OneSpan Sign for SharePoint Online.
  2. Click New Transaction. A New Transaction panel appears on the right.
  3. Type a Name for the transaction. Optionally, type a Description for the transaction.
  4. If you want to create the transaction from a template, choose one from the Select a template drop-down list. This list displays all templates created by you, and all templates created by other users that are marked as shared. A special icon is visible next to each shared template.
  5. Optional: Use the Advanced tab to specify these additional settings:
    • Expiry Date— Specify a date by which all documents must be signed. Once the transaction has expired, it will no longer be available for signing. You cannot choose as the expiry date the current date or a date in the past.
    • Language — Specify the language in which the transaction will appear.
    • Email Message — Use this setting if you want to send a message that will be viewed by all recipients as part of the transaction's invitation email. If a template is selected, this field will be populated from the template.
    • In person signing — Use this setting to require the transaction to be signed in person by all signers on the same device.
  6. Click Create.

Your transaction has been created, and now appears in the Drafts tab. You are now ready to add some documents and recipients to it.

Adding Documents to a Transaction

You can add documents to a transaction in either of the following ways:

  • Adding Documents from Microsoft SharePoint Libraries
  • Uploading Documents from a Local Repository

Adding Documents from Microsoft SharePoint Libraries

To add documents from a Microsoft SharePoint library to a transaction:

  1. Select the transaction you would like to work with.
  2. In the Documents section of your transaction, click Select Document. The Document Library appears.
  3. Select the location of the files that you would like to include to the transaction.
  4. Select the files to add.
  5. Click OK. The selected documents are added to the transaction.

Uploading Documents from a Local Repository

To add documents to a transaction from a local repository:

  1. Select the transaction you would like to work with.
  2. Click Upload.
  3. In the dialog box that appears, browse to your document's location, and select it. Click Open.

To change the order in which a transaction's recipients must sign Toggle the Set signing order switch ON. Then drag each recipient's drag handle (dots to the left of their recipient icon) up or down the Recipients list to their desired location. The number next to a recipient represents their place in the signing order.

WARNING:

Please be aware of the following:

  • If a recipient's email address bounces more than three times: (1) that address is added to eSignLive's blacklist; (2) the recipient will no longer receive eSignLive emails.
  • If a recipient's email becomes blacklisted from one account, it will be blacklisted from all eSignLive accounts.
  • If a transaction is sent that contains a blacklisted email address, an email will notify the transaction sender that the address has been blacklisted. A notification is sent each time the blacklisted address is used.
  • If the transaction sender wants to remove an email address from the blacklist, they must contact their System Administrator, who must call eSignLive's Technical Support (sign.support@onespan.com; 1-855-MYESIGN).

Adding Recipients to a Transaction

You should add as "recipients" everyone whom you want to sign one or more of a transaction's documents . Recipients are added one at a time. By default, you are listed as a recipient because you are the transaction owner. All recipients for the current transaction are displayed in the Recipient list.

To add recipients to a transaction:

  1. In the Recipients section of your transaction, click Add recipient.
  2. If you are adding an existing Microsoft SharePoint user, click Select SharePoint recipient. Otherwise, from the Type drop- down menu, select what kind of recipient you want to add to the transaction. You can either select yourself, or another person. If you select yourself as a recipient, you need only click Add to continue. If you select another type of recipient, then fill in the following:
    • Email: The recipient's email address. This field must have the format of a valid email address.
    • First Name: The recipient's first name.
    • Last Name: The recipient's last name.
    • To change the order in which a transaction's recipients must sign toggle the Set signing order switch ON. Then drag each recipient's drag handle (orange dots to the left of their recipient icon) up or down the Recipients list to their desired location. The number next to a recipient represents their place in the signing order.

  3. Click Add.

Preparing Documents to be Signed

Once you have added the documents and recipients to the transaction, you are ready to start adding Signature Boxes and fields to each document. Signature Boxes define where each signer must sign a document, and fields contain associated information about the signer. On a given document, you can include more than one Signature Box for the same signer.

To prepare documents for signing:

  1. While viewing a transaction to which one or more documents have been added, click Prepare to send. The Designer view appears
  2. From the drop-down Signers list, select a recipient, so that you can add a Signature Block that is specific to them, to the document.
  3. Drag a Signature Block, such as a Signature or Signer Initial, to where you want it to appear in the document.
  4. If you want to change the Signature Block type or want to add a field, click the gear icon. The Signature Block menu appears.
  5. Repeat these steps for each Signature Block you want to add to the document.
  6. If there is another document, click the right arrow to display it, and repeat these steps.

Sending Documents to be Signed

To send documents to be signed:

  1. From within the Designer view of the transaction, click Send to sign.
  2. Click OK. The documents are sent to be signed, and each signer receives an appropriate email.

Signing Documents

To sign the documents in a transaction that has been sent:

  1. Once a transaction has been sent, all recipients will receive an email notification telling them that they are required to sign it. Included in this notification will be a link, which they need only click to open the transaction.

    The sender (the owner) of the transaction will not receive an email notification. Instead, you will need to check your OneSpan Sign for SharePoint Online transaction inbox.

  2. Read the Consent Agreement, and click Accept. The transaction's first document appears.
  3. Sign all of your Signature Blocks in the document. Those blocks should be indicated by sticky notes.
  4. If any unsigned Signature Blocks lie outside your screen, an Unsigned Signatures notification displays the number of signatures that are still required.

    A progress bar at the top of the document indicates the number of signatures you have completed, as well as the total number of signatures assigned to you in this document (e.g., 3/10 completed).

  5. To confirm your signatures in the current document, click Confirm.
  6. Repeat these steps for each document in the transaction.

Additional configurations and where do I go from here?

Now that you've created and sent your first transaction, you may be interested in some more advanced configurations that you can use when creating a transaction. These configurations are described in greater detail in the OneSpan Sign for SharePoint Online Online User's Guide. And as always we're only a support call away at Technical Support (sign.support@onespan.com; 1-855-MYESIGN).

Happy signing!