Connectors

Read the OneSpan Sign for Salesforce QuickStart Guide for full installation instructions

Using OneSpan Sign for Salesforce

• To start, you can access the e-signature capabilities inside of Salesforce from the ‘Transactions’ object at the top of the screen.
  
  Click the ‘New’ button to create the transaction.

 

• Enter a name for your transaction. Click ‘Next’.

 

• Next, click the ‘Add Document’ button to add your documents to the transaction. You can use documents already stored in Salesforce or even upload documents from your computer.

 

• Now it’s time to add your signer. Click the ‘Add Recipient’ button. You have the option to add a contact, user, or a lead from Salesforce. You can even add an external email address.

 

• Your documents and signers have been added to the transaction. Now it’s time to prepare the document for e-signature. Click the ‘Prepare’ button. The ‘Designer View’ window will appear.

 

• Drag and drop required signature boxes in the document to indicate where your signers need to sign.

 

• Close the ‘Designer View’ window then click ‘Send’ to route your transaction for signing.

 

Yes! OneSpan Sign for Salesforce is available to all OneSpan Sign customers. All you need is a OneSpan Sign account and a Salesforce account. Contact our sales team for more information.

You can download OneSpan Sign for Salesforce from the Salesforce AppExchange.

Yes! All e-signed documents along with the Evidence Summary will be archived in Salesforce.

Yes! You can use templates for your frequently used documents for e-signature from the ‘Templates’ object in Salesforce.

Yes! OneSpan Sign for Salesforce CPQ is an extension of the OneSpan Sign for Salesforce app that works with Salesforce CPQ. This app enables users to send their Quote documents for signing with just a few clicks and stores the e-signed documents back within their Salesforce.
 

OneSpan Sign also integrates with Drawloop and other Salesforce apps to seamlessly deliver a closed-loop process for generating, routing, signing and storing completed documents and associating those with the corresponding Salesforce record. Call us now to get more information on these app at 1-888-745-2647.
 

There is no charge for both these integrations.

Read the OneSpan Sign for Microsoft Dynamics CRM Deployment Guide for full installation instructions

1) To start, you can access the e-signature capabilities inside of Dynamics CRM from the ‘OneSpan Sign Packages’ object at the top of the screen. You can begin the process directly from a specific Account or Opportunity record in Dynamics CRM, or through the Packages object.

 

Click the ‘+ New’ button to begin preparing the agreement for signing.

 

2) Enter a name for your package. Click ‘Save’.

 

3) Next, add your signers. Click the ‘+’ button in the ‘Signers’ section. You have the option to add a contact, user, or a lead from Dynamics CRM. You can even add an external email address. Click ‘Save & Close’.

 

 

 

4) Now it’s time to add your documents. Click the ‘+’ button in the ‘Documents’ section to add your documents to the package. You can use documents already stored in Dynamics CRM or even upload documents from your computer. Click ‘Save & Close’.

 

 

 

5) Your documents and signers have been added to the package. Now it’s time to prepare the document for e-signature. Click the ‘Prepare’ button. You will be directed to the ‘Designer View’.

 

6) Drag and drop required signature boxes in the document to indicate where your signers need to sign. Click ‘Send’.

Yes! OneSpan Sign for Microsoft Dynamics CRM is available to all OneSpan Sign customers at no additional cost. All you need is an OneSpan Sign account and a Microsoft Dynamics CRM account.

You can download OneSpan Sign for Microsoft Dynamics CRM from our website

Yes! All e-signed documents along with the Evidence Summary will be archived in Microsoft Dynamics CRM.

Yes! You can use templates for your frequently used documents for e-signature from Microsoft Dynamics CRM. Follow these detailed instructions to learn how to do this.

Read the OneSpan Sign for Microsoft SharePoint Deployment Guide for full installation instructions

1) To start, go to the OneSpan Sign tab and click ‘New Package’.

 

2) Give the package a meaningful name which clearly identifies the contents of the package. Click ‘Create’.

 

3) Next, add your documents. You have the option to send a document residing in your SharePoint Library or uploading a document. For this example, we’ll upload a document from our computer. Select ‘Upload Document’ then locate the document you want to upload.

 

4) Now it’s time to add your signers. From the Package page, click ‘Add Signers’. You have the option of adding signers from your own organization through Active Directory, a New User who would be external to your organization, or a group of people through the Mapping List option. For this example, we’ll add a new signer by entering their email address, first name and last name. Click ‘Save’.

 

5) Your documents and signers have been added to the package. Now it’s time to prepare the document for e-signature. Click the ‘Prepare to send’ button. You will be directed to the ‘Designer View’.

 

6) Drag and drop the signature blocks to the desired locations in the document. Click ‘Send’.

 

 

Yes! OneSpan Sign for Microsoft SharePoint is available to all OneSpan Sign customers at no additional cost. All you need is an OneSpan Sign account and a Microsoft SharePoint account.

You can download OneSpan Sign for Microsoft SharePoint from our website.

When I send a document for e-signature from Microsoft SharePoint, will the e-signed transactions along with the Evidence Summary be archived in SharePoint?

Yes! You can use templates for your frequently used documents for e-signature from Microsoft SharePoint from the ‘Templates’ object in SharePoint.

Yes! The OneSpan Sign for Nintex SharePoint connector makes it easy to add configurable drag-and-drop e-signature actions to new and existing workflow designs, allowing you to build paperless workflows that fit your business process needs.

1) Login to Box with your personal account credentials

 

2) In the Box menu bar, click your ‘User Name’, then click ‘Apps’.

 

3) Search for ‘OneSpan Sign’ using the Search Applications search bar found at the top of the page.

 

4) Select ‘OneSpan Sign for Box’, then click ‘+Add’.

 

5) A confirmation dialog box will open, click ‘Add’ to confirm. The OneSpan Sign for Box app is now installed on your Box account and is ready to use.

6) Upload your documents to Box (Box supports the following document formats: .pdf, .doc, .docx, or .odt). Select ‘Upload’, and click ‘Upload Files’ to upload a file to your Box account

 

 

7) Right click on the file you want to send for signing, and click ‘More Actions’. In the menu, select ‘Send with OneSpan Sign’. A permission dialog box will open. Click ‘Ok’ to allow Box to open your document with OneSpan Sign.

 

 

8) From here, you can add your signers to the document by clicking ‘Add Signer’. An ‘Add Signer’ dialog box will open. Enter the signer’s Email, First Name and Last Name. Click ‘Save’ to add the signer.

 

 

 

9) Drag and drop required signature boxes in the document to indicate where your signers need to sign.

 

 

10) Click ‘Send’. Once your documents are signed, they’re stored automatically in Box.

 

Yes! OneSpan Sign for Box is available to all OneSpan Sign customers at no additional cost. All you need is an OneSpan Sign account and a Box account.

You can download OneSpan Sign for Box from the Box app marketplace.

OneSpan Sign for Box can be used with both paid and free Box accounts.

Your OneSpan Sign account email address must be the same email address as your Box account.

You will find our e-signed document in the same folder in Box where the document originated.

OneSpan Sign for Box supports the following document formats: .pdf, .doc, .docx and .odt.

Currently, the OneSpan Sign for Box app only supports the OneSpan Sign US and Canada environments. Download the respective OneSpan Sign apps (US, Canada) from the Box App Marketplace.