Configuring Global Settings
1. Navigate to:
System Administration (gear icon) >> Global Settings >> Integrations (tab) >> Inegration Key Management
2. Click on New Integration Key. You will be presented with the following fields:
- Key Type: SignEasy
- Key Name: Set to SignEasy
- Client ID: A unique code for the client (for SignEasy V3 accounts, this can be located in your SignEasy Account under Apps (click on the application you created for SmartSimple integration) - Authentication tab - OAuth credentials)
- Client Secret (for SignEasy V3 accounts, this can be found in your SignEasy Account under Apps (click on the application you created for SmartSimple integration) - Authentication tab - OAuth credentials)
In your V3 SignEasy Account:
- Input the Redirect URL (as listed on Integration Key Management - SignEasy (Type) - Redirect URL) into your SignEasy Account by navigating to Apps > Edit Settings > Redirect URL
- Verify all the scopes by going to Apps > Edit Settings > Scopes
- Enter the Webhook URL (as listed on Integration Key Management - SignEasy (Type) - Webhook URL) into your SignEasy Account by going to Apps > Webhooks > Create Webhook
3. Return to SmartSimple and click Save once both values have been entered.
4. On the Integrations tab, locate the Online Signature Provider section, and select SignEasy. Subsequently, click the button labeled "Check SignEasy Access". Authorize SmartSimple to access your SignEasy account.
5. Configure your Web Page View field and utilize the tags outlined below to integrate SignEasy functions with your SmartSimple data. Ensure that the following two field options are enabled:
- Online Signature: This will enable a new button in the Web Page View labeled "Online Signature".
- Enable Save to Server: This will permit a copy of the signed PDF document to be stored within SmartSimple.
- You may also create an Upload field if desired, in which to store the signed PDF file. Utilize the Store-To Value option in the Web Page View field to reference this additional field.
6. Ensure that you have created a role for your signers, and that the intended individual is added as a Contact utilizing this role. Your Web Page View field will require list syntax that specifies the role ID; this is how SmartSimple determines to whom the e-signature request should be directed.
- For API Key and Client ID, please follow these instructions.
Tip: Within the Web Page View window, you can click the Online Signature button to check the status of the current request once it has been dispatched.
SignEasy Tags
| Function | Tag Format | Example | Notes |
| Populate the email body | <!--SignatureEmailBody Place body text here.--> |
<!--SignatureEmailBody This is a test.--> |
|
| Configure the CC email list | <!--SignatureCC email;Name,email2;Name2--> |
<!--SignatureCC abc@fake.com;ABC Smith,qa1@fake.com;QA1--> |
Emails will be copied to the list of individuals included here. |
| Configure the email flow for multiple signees | <!--SignatureFlow Indicator--> |
<!--SignatureFlow P--> |
If you designate the signature flow as P (Parallel), emails will be sent to all signees simultaneously. If you designate the signature flow as S (Sequential), emails will be dispatched sequentially; for instance, an email will only be sent to the second signee after the first signee has completed signing the document, and so forth. (If omitted, the behavior will default to Parallel.) |
Note
In order for SignEasy to retrieve signee emails, names, etc., you must embed them in your HTML. They will subsequently be utilized 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 you have three signees assigned to Level 1, the HTML in your Web Page View will be embedded with the 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. -->