OneSpan
2. Create New Transaction to be signed
a. This icon is located towards top right corner of the browser
3. Name your transaction
a. Naming convention: Department+MMDDYY+AbbreviationofDoc
(ex: CMO11242020CONT). This will alphabetize documents by department for ease of lookup.
4. You are able to configure your settings
a. Language
b. Time zone
c. Sign in person
d. Enable Notarization
e. Review before completion
f. Enable screen reader accessibility
g. Expiration
h. Number of document to upload
i. Field format
j. We are on the WestCoast please make sure Timezone is GMT+8 Pacific
4. You are able to configure your settings
a. Language
b. Time zone
c. Sign in person
d. Enable Notarization
e. Review before completion
f. Enable screen reader accessibility
g. Expiration
h. Number of document to upload
i. Field format
j. We are on the WestCoast please make sure Timezone is GMT+8 Pacific
5. Upload your document
a. At this point you are able to upload document to be signed
b. Additional document can be added with the limit of 10 documents or 6MB in size
6. Send document(s) to signer(s)
a. Enter name, email address, company and etc.
b. At this time signers can arrange in order of signing by moving first signer to number 1 position and followed by second and/or third.
Once signer(s) entered, click on next
Select one signer at a time
Select signature or initials for each signer
Place the selection on the document
Send document to signer(s) by clicking on next button (top right)
Once sent the portal will take you back to the Dashboard