OneSpan Sign Release 11.31: Designer Page Enhancement

Duo Liang, January 8, 2020
OneSpan Sign Release 11.31: Designer Page Enhancement

OneSpan Sign version 11.31 was recently deployed to the preview and sandbox environment. In this new version, we made some enhancement and logic changes to the designer page,  delivered new features for New Signer Experience, released a new “Enterprise Administration” feature that facilitates account members’ management for admin users, and added several bug fixes. You can find the deployment dates for all our environments on our Trust Center page.

Among all these exciting updates, we will cover the enhancement to the designer page. After reading through today’s blog, you will have a better understanding of what has been updated and how these changes could facilitate your integration. Let’s get start!

New Designer Page Updates in OneSpan Sign Version 11.31

After few releases’ updates, designer page now features more powerful and flexible functionalities that fits your use cases no matter how you want to integrate with the designer view. The screenshot below highlights these new features:
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We will walk through all four points in the sections below. For other customizable options and other guidelines to integrate with the Designer Page, explore our list of other blogs in this series at the bottom of the page.

1. Transaction Settings

In the previous implementation, users did not have the ability to configure their transaction or template settings directly from the Designer Page. This limitation forced integrated users to do extra work building their own front end page in order to collect package-related information. However, this is no longer a shortfall, since the settings are accessible and configurable through the gear icon at top area in Designer Page. A package setting panel will then pop up with all the necessary information and options. 

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This enhancement provides integrators with a convenient way to integrate with an existing system. Using API/SDK to create a basic transaction only with the transaction name and then build a designer URL, the transaction owner can specify settings, add recipients and documents, and add fields to documents — all within the same designer view.

This feature is available by default, but it can be turned on/off by contacting our Support Team.

2. Drag and Drop Plugin

In addition to the traditional method of uploading documents, the drag-and-drop plugin has been introduced to the designer page. Simply drag the document file to the input area. This avoids the tedious steps of locating the document from the file explorer and has significantly improved the user experience for frequent web portal users. 

Note:

•    The actual input area covers the whole right panel. Once you have dragged the file and hovered over the active area, the UI labels will instruct you to drop the file.
•    Now both methods will show/hide at the same time when you change your designer profile settings.

3. New Pattern for “More Actions”

OneSpan Sign has changed the UI logic for the “more actions” component. A dropdown list will expand if the user clicks on the ellipsis symbol after the document name. The dropdown now includes the edit (rename), remove, and reorder functions. 

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Note:

•    “Rename” and “Remove” functions can be removed from designer profile settings.
•    Instead of using the sortable UI widget, Designer now provides the Move up/down button to control the document index.
•    Default consent doesn’t have the options to rename or reorder.

4. Merged Document Views

As you may have noticed, Designer no longer uses the grid/list button to switch between the document views. Instead, a collapse symbol can be found in front of each document line allowing the user to collapse and expand the document thumbnails. Once selected, the document icon will be rendered as solid.
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You can set up the default document views as collapsed (“list” view) or expanded (“grid” view), through designer profile. The account default setting is the grid view.

That concludes the recent product changes to the Designer Page. The first update allowed the user to create, design, and send the e-signature transaction within a single page . The following three updates provided a more modern UI design and better user experience.

If you have any questions regarding this blog or anything else concerning integrating OneSpan Sign into your application, visit the Developer Community Forums. Your feedback matters to us!

The Designer Customization and Integration Blog Series

Designer Customization and Integration – Part 1
Designer Customization and Integration – Part 2
Designer Customization and Integration – Part 3
Designer Customization and Integration – Part 4

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