onespan sign for android - user's guide
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OneSpan Sign for Android User's Guide Date: January 28, 2020
Version: OneSpan Sign 7.2
Copyright Notices
Copyright © 2019 OneSpan North America, Inc. All rights reserved.
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OneSpan reserves all rights to the trademarks, service marks and logos of OneSpan and its subsidiaries.
All other trademarks or trade names are the property of their respective owners.
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Disclaimer
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OneSpan shall have no liability under any circumstances for any loss, damage, or expense incurred by you, your com-pany, or any third party arising from the use or inability to use OneSpan Software or Materials, or any third party mater-ial made available or downloadable. OneSpan will not be liable in relation to any loss/damage caused by modification of these Legal Notices or content.
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Contact us
Phone: 1-855-MYESIGNe-Mail: [email protected] Support: https://www.esignlive.com/customer-supportResource center: https://www.esignlive.com/resource-centerCompany Website: https://www.onespan.com
Date: January 28, 2020
CONTENTS
1 Introduction 1
1.1 Video Tutorials 3
2 Creating a Transaction 4
3 Preparing Documents for Signing 9
4 Using the Library 11
5 Signing a Document 13
6 Offline Functionality 17
6.1 Creating Offline Transactions from a Downloaded Template 18
6.2 Synchronizing Offline Transactions 20
eSignLive for Android - User's Guide
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1 Introduction
The OneSpan Sign for Android application enables you to create, distribute, and sign e-signature transactions on mobile devices that use the Android Operating System.
The application can be accessed from Google Play.
NOTE: Personal Certificate Signing is not supported on this app.
The following sections describe how to use OneSpan Sign for Android.
l Creating a Transaction on page 4
l Preparing Documents for Signing on page 9
l Using the Library on page 11
l Signing a Document on page 13
l Offline Functionality on page 17
CAUTION: Please be aware of the following:
l The maximum size of a single document is 16 MB. The only exceptions concern our Salesforce and Microsoft SharePoint connectors, whose maximum is 5 MB per
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document. Smaller documents yield better performance — we recommend under 5 MB per document.
l If you enable email delivery while configuring a recipient, documents that are lar-ger than 5 MB will not be added as attachments to the email.
l OneSpan will not provide Technical Support for a transaction or transaction tem-plate that has more than 10 documents.
l Document file names should not contain any of the following comma-separated characters: *, /, \, :, <, >, |, ?, ".
l A document's name cannot contain the string esigned.
l Uploading password-protected or corrupted documents will trigger an error.
l PDFs added to a transaction must not have syntax errors. We strongly recommend that you scan a PDF for syntax errors before you add it to a transaction (e.g., by using Adobe's Preflight tool).
l PDFs with the NeedAppearances flag set to true are not currently supported.
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1.1 Video Tutorials
How to Send and E-Sign Documents
How to Use Offline Capabilities
How to Use Templates
How to Use Templates Offline
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2 Creating a Transaction
To create a transaction:
1. Tap the Create a new transaction icon on the Dashboard. That icon also appears in the top-right corner of the Transaction List.
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2. On the New Transaction page, enter a name for the new transaction.
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3. Add at least one document to the transaction by tapping the Document icon (the supported file types are PDF, PNG and JPG). You can add a document from any location that appears on the following dialog box:
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4. Add at least one recipient to the transaction by tapping the Recipient icon. Spe-cify information about the recipient using the following dialog box (e.g., the Authentication option permits you to select Email, SMS or Q&A as the authen-tication method for the recipient; the Allow change recipient option permits the recipient to delegate signing to another person):
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5. If you want to add any of the following optional settings to the transaction, do so by clicking the Settings icon:
l Add a description of the transaction
l Enable In-Person signing
l Review the transaction before completion
l Specify an expiry date
6. Tap Next to prepare the added documents.
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3 Preparing Documents for Signing
To prepare documents for signing:
1. Access the Prepare Document view for one of the recipients.
2. Drag-and-drop or tap the recipient's Signature to the desired location in the document. Note that you can navigate through a document on the right side of
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the app. If multiple documents have been added, use the document drop-down icon for quick access to each one.
3. Drag-and-drop or tap any additional desired fields (e.g., Signing Date) to the desired location in the document. If there are multiple recipients, and you'd like to assign a field to a recipient other than the currently active one, tap the latter in grey, and then select a new recipient from the available list.
4. If you want to specify additional parameters for a positioned field, tap the field and then tap Settings from the menu that appears.
5. Once you are finished, tap Send to send the documents for signing.
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4 Using the Library
The Library is a repository for documents you may need to use often. You can quickly access them when you're adding documents to a transaction by simply selecting the Library icon.
To upload documents to the Library:
l Tap the Add Documents button in the top-right corner. A dialog box appears that enables you to upload documents from various connected services (the
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supported file types are PDF, PNG and JPG).
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5 Signing a Document
OneSpan Sign may present a signer with either or both of the following document types:
l A document that contains one or more Signature Blocks, which must be indi-vidually signed
l A "Disclosure Document" that contains no Signature Blocks, but instead con-tains an Accept button on its last page. By tapping that button, the signer
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accepts the entire document.
A given transaction is completed only after all its documents (possibly of both types) have been signed.
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To sign a document that contains one or more Signature Blocks:
1. Tap Click to sign.
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2. If In-person signing is active:
a. Tap Changing Signers. A list of the signers appears.
b. Tap the desired signer's name to initiate their turn to sign.
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6 Offline Functionality
You can create, prepare, or sign transactions while the application is completely off-line.
The rest of this section describes:
l Creating Offline Transactions from a Downloaded Template on page 18
l Synchronizing Offline Transactions on page 20
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6.1 Creating Offline Transactions from a Downloaded Template
To download a template owned by you, and then use it to create a transaction off-line:
1. When you are online, download the template by doing one of the following :
l In the Create Transaction section of the application, tap Download next to the template.
l Access the list of templates from the main menu, swipe left on the tem-plate, and tap Download.
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TIP: When you are online, you can update your downloaded tem-plate to the latest version by swiping left on the template and tap-ping Refresh.
2. To create your offline transaction, tap the template from your list of down-loaded templates.
TIP: At any time, you can remove the downloaded version of the template by swiping left on the template and tapping Delete.
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6.2 Synchronizing Offline TransactionsTo synchronize transactions that you created, prepared, or signed offline, your mobile device must be online. There is an online icon in the bottom left of the nav-igation menu. When you're online, that icon is green. When you're offline, it's red.
To sync offline transactions:
1. Ensure that your device is online.
2. Tap the navigation icon to open the synchronization queue.
3. Choose to sync one or more particular offline transactions, or all offline trans-actions.
NOTE: (1) The application can be configured to sync your transactions automatically in the background; (2) you can manage how you sync your transactions in the application's Settings.
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