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 signing 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 esignature document area.
Note: Evidence summaries (for signed documents) are not accessible via the Partner portal. To download an evidency summary you must do so via Annnature.
To enable the Annature integration in your portal:
1.In your Partner Portal visit Cofigure> Integrations and click 'Setup' in the Annature tile found under esignature Providers
2. Enter your App ID and App Key and click 'Save'.
3. Once successfully connected, you will see a confirmation message.
You are now ready to use the integration.