Tips & Tricks: How to Use Optional Signatures in OneSpan Sign

Dilani Silva, October 22, 2018
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OneSpan Sign offers Optional Signatures to give your signers the flexibility to complete a transaction without having them sign all the signature fields in the documents. This feature is useful for documents that require the signer to either accept or decline sections of a form.

Let me show you how easy it is to use Optional Signatures in OneSpan Sign:

 

How to Use Optional Signatures

 

  • Click the ‘New Transaction’ button in the top right hand corner.

 

Optional Signatures step 1

 

  • Enter a title for your transaction. Click the ‘Create’ button.

 

optional signatures step 2

 

  • Add your document and a recipient to your transaction. Click the ‘Next’ button.

 

optional signatures step 3

 

  • Now it’s time to add the signature blocks to your document for your recipients to sign. Simply drag-and-drop the signature blocks from the left hand side into the document. In this example, we’re sending an insurance form that requires the signer to accept or decline coverage details of the insurance policy.

 

  • For these sections, we’ll add Optional Signatures to the form. Simply click the gear icon of the signature block, and select ‘Is optional’.

 

optional signature step 4

optional signature step 5

 

  • Once you’re done adding signature blocks to the document and you’re ready to send it to your signer, simply click the ‘Send to Sign’ button to route your document for signing.

 

optional signature step 6

 

  • After accessing the document to sign, your signer can complete the transaction by signing the sections of the document that are applicable to them.

 

optional signatures step 7

 

Interested in trying Optional Signatures? Sign up for a 30-day free trial of OneSpan Sign today. 

Video: How to Use Optional Signatures in OneSpan Sign 

Dilani Silva is a Product Marketing Manager at OneSpan. In her role, she manages and executes the go-to-market strategy, positioning, messaging and sales enablement for OneSpan’s e-signature solution, OneSpan Sign.