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Question

Onespan with Laserfiche Forms

asked on October 6, 2021

We were told that OneSpan will work with Laserfiche Forms but find no classes or good info. I found a workflow that was not complete and have seen a dog and pony demo but nothing on how to make it work.  Can someone explain how a document uploaded to a Laserfiche Form can be sent out for a signature.? How do you tell OneSpan where the signature and other fields such as title and date should be located in the document? 

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replied on October 6, 2021 Show version history

The OneSpan docs and install script do leave much to be desired, you will need to install the package they have here. https://www.onespan.com/products/onespan-sign-laserfiche

As for signature types, you can use a number of different ways to put in signature spots. Both PDF Form fields or text phrases inside PDFs can work as anchor points among other methods. But basically Workflow/User Client --> OneSpan --> Incoming Webhook --> Workflow Download signed document.

 

https://community.onespan.com/documentation/onespan-sign/guides/feature-guides/developer/document-extraction has information on how to place fields a number of different ways.

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replied on October 7, 2021

Thanks for your response John. We already have the OneSpan sign for Laserfiche installed and the extra options for Onespan are in WorkFlow. The documents in the project that I am currently working on are contracts that come from vendors. Every Vendor has a unique contract.  If I understand correctly each contract would have to be modified by putting in signature spots/anchor points. If that's the case then our users might as well download the attachment and send it through either the OneSpan website or use Laserfiche Web Client to send it for signing. I think there needs to be some way to do this directly though Forms. Possibly a process that allows the user to select a document that has been uploaded to forms and allow selection of other documents as well, enter the recipients and other settings, drag and drop in signature fields and then send.  

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