The Annature integration allows you to send documents for signing through your Partner portal using your own Annature subscriptions and have those documents stored both in your client portal documents area as well as in Annature.
This integration is a great way to use the wonderful esigning features in Annature and also reduce the double handling of information.
Before you begin....
1. You need to have an Annature paid subscription.
2. Ensure you have appropriate access to the integration page and your Annature program.
Permissions
The Sync between your partner portal and Annature will be at a Firm Level.
What data gets imported/ exported?
Once the integration between Annature and your partner portal is successful. Digital document signing can be initiated for Annature through your Partner portal Docs area.
Note: If using Annature, evidence summaries (for signed documents) are not accessible via the Partner portal. To download an evidence summary you must do so via Annature.
To enable the Annature integration in your portal
- In your Partner Portal, navigate Configure> Integrations and click 'Setup' in the Annature tile found under Esignature Providers.
- A slide-out window will then populate, enter your App ID & App key, and then click 'Get accounts'.
- Your Account/s will then populate in the 'Account' drop-down; select the relevant account you'd like to populate (if the correct one is not showing initially).
- You are now ready to use the integration. If you'd like to set this as your default eSignature integration, you can now select this from the Integrations overview screen.