The FuseSign integration allows you to send documents for signing through your Partner portal using your own FuseSign subscription and have those documents stored both in the client's portal as well as in your FuseSign program.
This integration is a great way to use the wonderful features in FuseSign and also reduce the double handling of information.
Before you begin....
Ensure you have appropriate access to the integration page in your Partner portal and your firm's FuseSign portal.
Permissions
The Sync between your partner portal and your FuseSign will be at a Staff Level.
What data gets imported/ exported?
Once the integration between FuseSign and your partner portal is successful, information flows from your Portal to FuseSign and once a document is signed through FuseSign, the signed document is saved in your Partner Portal.
Note: Evidence summaries for documents sent via the Fuse Sign integration are not available to download in the Partner Portal. Please retrieve a copy via the Fuse Sign platform.
How to set up your FuseSign integration:
1. In your Partner Portal, go to Configure> Integrations on the side navigation panel and click on FuseSign in the eSignature Providers area.
2. Once the FuseSign setup window opens, click "Connect" to setup the connection
3. Once connected, you will be redirected to FuseSign click 'Continue to FuseSign".
4. Once you sign into FuseSign, it will request you to Authorise the platform to access and edit information, click "Authorise for myprosperity ".
5. Once allowed, you will be redirected to the partner portal where you will see Connected.
6.Your FuseSign is now ready to be used through your Partner Portal.