Mobile App

Learn more about leveraging e-signatures from our mobile app

Send and E-Sign a Document

Securely prepare, send and sign documents on the go

 

Step-by-step Instructions

Step-by-step Instructions

1) Login to the app with your login credentials.

Mobile-Send Sign-Step1.png

 

2) From the Dashboard, select ‘Create new transaction’. Enter a title for your transaction.

Mobile-Send Sign-Step2_0.png

 

3) Add your document from your device or your cloud storage service (Box, Dropbox, Google Drive, iCloud). Select ‘+ Documents’ to add your documents for signing.

Mobile-Send Sign-Step4.png

 

4) Select ‘+ Recipients’ to add signers to the transaction. Add signers from your contact list or by entering your signer’s details on the fly. Select ‘Next’.

Mobile-Send Sign-Step5.png

 

5) Now it’s time to prepare your documents for e-signature. Drag and drop the signature blocks to the desired locations in the document. Hit ‘Send’.

Mobile-Send Sign-Step7_0.png

 

6) Once the transaction is complete, your recipient will receive an email with the link to e-sign your document.

 

FAQ Questions

Where can I download the mobile app?

You can download the app here from the App Store and here from the Google Play Store.

I already have a OneSpan Sign account – can I use this app for free?

Yes! If you already have a OneSpan Sign account, you can use your credentials to login to the mobile app and use it for free.

Will my transactions from the web application show up in the mobile app?

Yes! Your transactions from the web application will be mirrored in the mobile app and vice versa. For example, you are able to see your transaction activity in both the mobile app and web application. If you completed a transaction from the mobile app, you will be able to see the completed transaction from the web application also and vice versa.

Can I use templates I created from the web application in the mobile app?

Absolutely! When adding a document, select ‘Templates’ in the mobile app. You can also access templates shared within your organization from the same location

What are offline templates?

Offline templates can be used when your offline. You can simply download your templates to your mobile app and start using them offline.

What’s the difference between a Library and a Template?

Library is a list of documents you saved for quick access when creating a transaction in mobile app.

Templates are ideal to use at the transaction level – you can pre-define your signers, documents, signature locations and e-signature workflows to streamline the e-signature process.

Offline Capability

Offline capability lets you prepare and sign documents when a network connection is unavailable

 

Step-by-step Instructions

Step-by-step Instructions

1) To begin, go to ‘Settings’ and make sure you enable ‘Auto synchronize’ to synchronize your offline transactions as soon as there is Wifi or internet connectivity. If you have a transaction in the queue, it will automatically synchronize.

MobileApp-Offline-Step1.png

 

2) You can also prepare your document for e-signature while you’re offline. From the Dashboard, select ”Create new transaction”. Enter a title for your transaction.

MobileApp-Offline-Step2.png

 

3) Next, add a document to your transaction. Since you’re offline, access a document from your local library or take a photo of your document with your device’s camera.

MobileApp-Offline-Step3.png

 

 

MobileApp-Offline-Step4.png

 

4) Select ‘+ Recipients’ to add signers to the transaction. Add signers from your contact list or by entering your signer’s details on the fly. Select ‘Next’.

MobileApp-Offline-Step5.png

 

 

MobileApp-Offline-Step6.png

 

5) Now it’s time to prepare your documents for e-signature. Drag and drop the signature blocks to the desired locations in the document. Hit ‘Send’. In an in-person signing scenario, your signers can even sign the documents offline.

MobileApp-Offline-Step7.png

 

 

MobileApp-Offline-Step8.png

 

6) After signing is completed, an icon at the left hand side of the screen will indicate that you have a transaction in the synchronization queue. When you’re back online, your document will immediately sync up and update your transactions list.

MobileApp-Offline-Step9.png

 

 

MobileApp-Offline-Step10.png

 

 

MobileApp-Offline-Step11.png

 

 

MobileApp-Offline-Step12.png

 

 

MobileApp-Offline-Step14.png

 

FAQ Questions

What are offline templates?

Offline templates can be used when your offline. You can simply download your templates to your mobile app and start using them offline.

Where can I download the mobile app?

You can download the app here from the App Store and here from the Google Play Store.

Can I access my templates to send a transaction offline?

Yes, we extended our offline capabilities to templates so you can access your templates offline.

When back online, will my transactions sync up to my transactions lists in the web application as well?

Absolutely! Your transactions in the mobile app will be mirrored in the web application and vice versa.

Templates

Automate the e-signature process for your frequently used documents from the mobile app

 

Step-by-step Instructions

Step-by-step Instructions

1) Make sure you have already created templates from the web app. Templates created within the web app will show as available in the mobile app.

Template-Desktop.png

 

2) From the Dashboard, select ‘Create new transaction’ and enter a name for your transaction.

Mobile app-Templates-Step1_0.png

 

Select ‘Use a template’.

Mobile app-Templates-Step2_0.png

 

3) All of your available templates are listed here. In this example, let’s choose the NDA template.

Mobile app-Templates-Step3.png

 

Tap ‘Done’.

Mobile app-Templates-Step4_0.png

 

4) After selecting your desired template, enter your recipient information in the pre-defined signer placeholder. Tap ‘Save’.

Mobile app-Templates-Step5_0.png

 

5) Tap ‘Next’ to review the document you want to send to your recipient then tap ‘Send’.

Mobile app-Templates-Step6_0.png

 

 

Mobile app-Templates-Step7_0.png

 

FAQ Questions

Where can I download the mobile app?

You can download the app here from the App Store and here from the Google Play Store.

I already have a OneSpan Sign account – can I use this app for free?

Yes! If you already have a OneSpan Sign account, you can use your credentials to login to the mobile app and use it for free.

Will my transactions from the web application show up in the mobile app?

Yes! Your transactions from the web application will be mirrored in the mobile app and vice versa. For example, you are able to see your transaction activity in both the mobile app and web application. If you completed a transaction from the mobile app, you will be able to see the completed transaction from the web application also and vice versa.

Can I use templates I created from the web application in the mobile app?

Absolutely! When adding a document, select ‘Templates’ in the mobile app. You can also access templates shared within your organization from the same location

Can I create a template in the mobile app?

No, not at this time. You can create templates from the web application and use the templates in the mobile app.

What are offline templates?

 

Offline templates can be used when your offline. You can simply download your templates to your mobile app and start using them offline.

What’s the difference between Library and a Template?

Library is a list of documents you saved for quick access when creating a transaction in the mobile app.

Templates are ideal to use at the transaction level – you can pre-define your signers, documents, signature locations and e-signature workflows to streamline the e-signature process.

Offline Templates

Automate the e-signature process for your frequently used documents from the mobile app while offline

 

Step-by-step Instructions

Step-by-step Instructions

1) Make sure you have already created templates from the web app. Templates created within the web app will show as available in the mobile app.

Template-Desktop_0.png

 

2) Before going offline, be sure to download the template you need to use offline. From the Dashboard, select the ‘Templates’ icon.

MobileApp-offline templates-step1.png

 

3) Swipe left and then download your desired template. In this example, let’s download the NDA template to use offline.

MobileApp-offline templates-step2.png

 

4) When offline, you can now access the NDA template. From the Dashboard, select ‘Create new transaction

MobileApp-offline templates-step3.png

 

and enter a name for your transaction.

MobileApp-offline templates-step4.png

 

5) It’s time to add your document to the transaction. Tap + Document(s),

MobileApp-offline templates-step5.png

 

then select Templates

MobileApp-offline templates-step6.png

 

Select the NDA template we saved for offline use.

MobileApp-offline templates-step7.png

 

6) After selecting the NDA template to use offline, enter your recipient information in the pre-defined signer placeholder.

MobileApp-offline templates-step8 (1).png

 

Close the 'Add Recipient' dialog box.

MobileApp-offline templates-step9 (1).png

 

7) Tap ‘Next’ to review the document you want to send to your recipient.

MobileApp-offline templates-step10

 

Then tap ‘Send’. In an in-person signing scenario, your signers can even sign the documents offline.

MobileApp-offline templates-step11

 

8) After signing is completed, an icon at the bottom left hand side of the screen will indicate that you have a transaction in the synchronization queue. When you’re back online, your document will immediately sync up and update your transactions list.

MobileApp-offline templates-step12

 

 

MobileApp-offline templates-step13

 

MobileApp-offline templates-step14

 

 

MobileApp-offline templates-step15

 

 

MobileApp-offline templates-step

 

 

FAQ Questions

Where can I download the mobile app?

You can download the app here from the App Store and here from the Google Play Store.

I already have a OneSpan Sign account – can I use this app for free?

Yes! If you already have a OneSpan Sign account, you can use your credentials to login to the mobile app and use it for free.

Will my transactions from the web application show up in the mobile app?

Yes! Your transactions from the web application will be mirrored in the mobile app and vice versa. For example, you are able to see your transaction activity in both the mobile app and web application. If you completed a transaction from the mobile app, you will be able to see the completed transaction from the web application also and vice versa.

Can I use templates I created from the web application in the mobile app?

 

Absolutely! When adding a document, select ‘Templates’ in the mobile app. You can also access templates shared within your organization from the same location

Can I create a template in the mobile app?

No, not at this time. You can create templates from the web application and use the templates in the mobile app.

What’s the difference between Library and a Template?

Library is a list of documents you saved for quick access when creating a transaction in the mobile app.

Templates are ideal to use at the transaction level – you can pre-define your signers, documents, signature locations and e-signature workflows to streamline the e-signature process.