Configure the SignEasy Integration

SignEasy is one of several e-signature integration service providers that is available within SmartSimple. This feature allows you to create documents in Web Page View fields, include tags for defining signature requirements, and route those documents through your SignEasy account for managing e-signature requirements. The integration enables a new button in the Web Page View labeled Online Signature and allows a copy of the signed PDF to be stored in SmartSimple. Signee emails, names, and other details are embedded in the Web Page View HTML and used in the email sent to signees. For a list of available SignEasy tags, see SignEasy Tags Reference.

Who: Global Administrators

Configure Global Settings for the SignEasy Integration

Setting up SignEasy involves three steps: creating an integration key in SmartSimple, configuring that key in SignEasy V3, and enabling the integration back in SmartSimple. Complete the following sections in order. 

Create the Integration Key in SmartSimple

Complete the following steps in SmartSimple to create the integration key.

1. Click the System Administration gear in the upper navigation bar, and then select Global Settings from the drop-down menu.
2. Click the Integrations tab.
3. Locate the Services Settings section and click Integration Key Management.
4. Click the New Integration Key [+] button and enter the following information:
   • Key Type — Set to SignEasy.
   • Client ID — A unique code for the client. For SignEasy V3 accounts:
     1. Click Apps in the SignEasy account.
     2. Click the application created for the SmartSimple integration.
     3. Click the Authentication tab.
     4. Locate the OAuth credentials.
   • Client Secret — Locate this in the SignEasy account:
     1. Click Apps in the SignEasy account.
     2. Click the application created for the SmartSimple integration.
     3. Click the Authentication tab.
     4. Locate the OAuth credentials.

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Configure the Integration in SignEasy V3

Complete the following in the SignEasy V3 account before returning to SmartSimple.

1. Locate the Redirect URL on the Integration Key Management page in SmartSimple, under the SignEasy section.
2. Enter the Redirect URL in the SignEasy account:
   1. Click Apps.
   2. Click Edit Settings.
   3. Enter the Redirect URL.
3. Verify all Scopes in the SignEasy account:
   1. Click Apps.
   2. Click Edit Settings.
   3. Verify all Scopes.
4. Locate the Webhook URL on the Integration Key Management page in SmartSimple, under the SignEasy section, and enter it in the SignEasy account:
   1. Click Apps.
   2. Click Webhooks.
   3. Click Create Webhook.
   4. Enter the Webhook URL.
5. Click Save.

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Enable SignEasy in SmartSimple

Return to SmartSimple to complete the following steps and enable SignEasy.

1. Click the System Administration gear in the upper navigation bar, select Global Settings, and click the Integrations tab.
2. Locate the E-Signature Provider drop down menu and select SignEasy.
3. Click Check SignEasy Access and authorize SmartSimple to access the SignEasy account.
4. Enable the following field options to configure the Web Page View using the SignEasy tags:
   • Online Signature — Enables a new button in the Web Page View labeled Online Signature.
   • Enable Save to Server — Allows a copy of the signed PDF to be stored in SmartSimple.
   • An Upload field can also be created to store the signed PDF file. Use the Store-To Value option in the Web Page View field to reference this additional field.
5. Add a role for signers and add the intended individual as a Contact with that role. The Web Page View field requires list syntax that specifies the role ID, which is how SmartSimple determines who receives the e-signature request.

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Embed Signee Information in Web Page View

To ensure signature requests are routed to the correct recipients, SignEasy requires signee emails, names, and other details to be embedded in the Web Page View HTML. This information is also used in the email sent to signees. For example:

[#(?object=contact;criteria=roleid='12527';orderby=firstname) <!--SignatureFlow P--><!--signature ~email~;SIGNER;~firstname~;~lastname~;~Index~;~companyname~-->#]

If three signees are assigned to Level 1, the HTML in your Web Page View includes information for all three:

<!--signature ttest@smartsimple.com;SIGNER;Tony;Test;1;SmartSimple Software -->
<!--signature fake@smartsimple.com;SIGNER;Fake;Man;2;Fake Co. -->
<!--signature fake2@smartsimple.com;SIGNER;Fake2;Mann;3;Fake2 Co. -->

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