Automated OneSpan Sign Completed Document Archiving
Every night, WebRun opens OneSpan Sign, finds the transactions that completed today, records the signed document, the signers, and the audit trail for each, indexes them in Notion under the right contract, and posts the night's filings to Microsoft Teams.
How do I archive completed e-signature documents with their audit trail?
WebRun opens OneSpan Sign every night and finds the transactions that completed that day. It records each signed document, its signers, the completion date, and the audit trail, indexes them in Notion under the right contract, and posts the night's filings to Microsoft Teams.
- An audit is answered from your own index, not a login
- Every executed document sits beside its audit trail
- Nothing in OneSpan Sign is sent, signed, voided, or deleted
Built for contract managers · legal operations · compliance teams · financial services firms
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
onespan.comin a real browser with your saved login - no setup, no API keys. -
1
OneSpan Sign - collect today's completed signings
onespan.com
WebRun opens OneSpan Sign to collect today's completed signings. - Open OneSpan Sign and filter transactions to completed today
- For each one capture the transaction name, every signer, and the completion date
- Open the audit trail and record the signing events with their timestamps
- Skip transactions already filed in an earlier run
Done when Every signing that completed today is captured with its audit trail.
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2
Notion - index each document and audit trail
notion.so
WebRun opens Notion to index each document and audit trail. - Add one entry per completed signing with the transaction, signers, and completion date
- Attach the signed document link and the audit trail record to the entry
- File it under the contract, client, or matter it belongs to so it can be found later
Done when Every completed signing has an indexed entry in Notion.
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3
Microsoft Teams - post the night's filings
microsoft.com
WebRun opens Microsoft Teams to post the night's filings. - Post what was filed tonight with the transaction names and their signers
- Flag any completed signing whose audit trail could not be read so a person can check it
- Keep the post internal to your contracts channel
Done when Tonight's filings are posted in Microsoft Teams.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it send, sign, or void anything?
No. WebRun only reads transactions that have already completed. Sending a packet, signing a document, and voiding a transaction all stay with the people authorised to do them.
Does it delete the record from OneSpan Sign?
No. Nothing is removed or changed in OneSpan Sign. The archive in Notion is an additional copy, so your records survive a login problem or a plan change without touching the original.
What is in the audit trail entry?
The signing events with their timestamps as OneSpan Sign records them, filed beside the signed document link and the signer list, so an audit or a dispute is answered from your own index.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.