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* Key Type: SignEasy
* Key name: set to SignEasy
3. Back in SmartSimple, Click '''Save''' once both values have been entered.<br />
4. On the Integrations tab, look for the '''Online Signature Provider''' section, and select '''SignEasy'''. You will then need to click the button labeled "Activate SignEasy Check SignEasy Access". Once you've saved, the text next Authorize SmarrtSimple to the button should read: '''access using your SignEasy Access: Enabled'''account.<br />
5. Configure your Web Page View field and use the tags outlined below to incorporate '''SignEasy''' functions with your SmartSimple data. Make sure these two field options are enabled:
6. Make sure you've created a role for your Signees, and that the intended person is added as a Contact using this role. Your Web Page View field will need to contain list syntax that specifies the roleid; this is how SmartSimple knows to whom the e-signature request should be sent.
* for API Key and Client ID, follow [https://docs.signeasy.com/v2.0/docs/generating-api-keys-for-production these instructions].
Tip: Within the Web Page View window, you can click the Online Signature button to view the status of the current request once it's been sent.
||'''Example'''
||'''Notes'''
|-
||Populate the email body
<pre><!--SignatureEmailBody This is a test.--></pre>
||
|-
||Configure the CC email list
<pre><!--SignatureCC abc@fake.com;ABC Smith,qa1@fake.com;QA1--></pre>
||Emails will be copied to the list of people included here.
|-
||Configure the email flow for multiple signees
<pre><!--SignatureFlow P--></pre>
||If you specify the signature flow as P (Parallel), emails will be sent to all signees at the same time.
If you specify the signature flow as S (Sequential), emails will be sent sequentially, ; for example: email will only be sent to the second signee after the first signee has completed signing the document, and so on.|-||Set the Signature Block location||<pre><!--SignatureBlock SignatureAnchorString--></pre>||<pre><!--SignatureBlock Please sign--></pre>||If the anchor string is "Please sign", DocuSign will find "Please sign" in your HTML and place the Signature block below it.Signees will see a signature block to click on and sign.* If "Please sign" is not found in the document, or if you do not include this tag in your HTML, signees will have the option to place their signature anywhere in the document.* If you have 2 signees, then the 2nd signee's signature block will be placed 1 inch below the 1st signee's signature block. |-||Set the location of the Initials Block||<pre><!--InitialsBlock InitialsAnchorString--></pre>||<pre><!--InitialsBlock Your Initials:--></pre>||Here the anchor string is "Your Initials: "DocuSign will find "Your Initials: " in your HTML and place the Initials Block below it. If the specified AnchorString is not found in the document, or (if you do not include this tag in your HTMLleft out, signees behaviour will have the option default to place their initials anywhere in the document. ||Parallel)
|}
==Note==
For DocuSign SignEasy to retrieve signee emails, names etc, you will have to embed them in your HTML. They will then be used in the email sent to signees. For example:
<pre> [#(?object=contact;criteria=roleid='12527';orderby=firstname) <!--SignatureFlow P--><!--signature ~email~;SIGNER;~firstname~;~lastname~;~Index~;~companyname~-->#]</pre>
