Working with OneSpan Sign

Conga has partnered with OneSpan, an industry-leading eSignature vendor with deep expertise in financial services and wealth management, to use OneSpan’s eSignature technology throughout our revenue lifecycle solution. The articles below showcase the capabilities brought to you by this partnership.

• Login Page: How to log in, create an account, recover a password, and select a language.

• Getting Started Sender: How to get started with the new UI as a sender of OneSpan Sign transactions.

• Dashboard: Provides an overview of your OneSpan Sign activities and the user interface of the classic user experience.

• Creating a transaction: How to manage transactions via the Transactions page of the new UI.

• Preparing a Transaction: The Prepare Transactions page of the new UI.

• My Account: How to manage various aspects of your OneSpan Sign account (e.g., your contact information, password, and signature).

• Reports: The OneSpan Sign reports that can be viewed from the new UI.
• Creating a Transaction (Reference New Tab): How to create a transaction.

• Adding Documents to a Transaction: How to add documents to a transaction.

• Configuring Recipients: How to add recipients to a transaction and manage them.

• Configuring Recipient Authentication: How to configure a method of authenticating a recipient’s identity before they're permitted to access a transaction’s documents.

• Using the Designer: How to use the designer to prepare documents for signing and configure document visibility.

• Adding Fields: How to add fields to a document.

• Managing Transaction Reminders: How to configure a schedule for sending email reminders to transaction recipients who have not yet signed.

• Delegating Access: How to delegate access to OneSpan Sign transactions to other users.

• Downloading Signed Documents and Evidence Summaries: How to download signed documents and the evidence summary.

• Transaction Templates: How to view, create, apply and delete transaction templates. 

• Layouts: How to create and apply layouts. 
• Introducing Email Templates: Introduces the concept of email templates, which OneSpan Sign account owners can use to fully customize all emails sent by the system to end-users and administrators.
• List of Email Templates: List of default email templates provided by OneSpan Sign.
• Possible Email Formats: The possible formats of OneSpan Sign emails to end-users and administrators.
• Alternate Ways of Sending Emails: The alternate ways in which the system can send OneSpan Sign emails.
• Using DKIM and SPF: How account owners can use DKIM and SPF to enable OneSpan Sign to send secure emails on behalf of a customer to end-users and administrators.