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SignEasy

742 bytes added, 19:58, 12 December 2023

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* Key Type: SignEasy

* Key name: set to SignEasy

* API Key**:* Client ID**: unique code for the client (see below for a description of where these are SignEasy V3 accounts, this can be foundin your SignEasy Account - Apps (click on the app you created for SmartSimple integration) - Authentication tab - OAuth credentials)* Client Secret (for SignEasy V3 accounts, this can be found in your SignEasy Account - Apps (click on the app you created for SmartSimple integration) - Authentication tab - OAuth credentials)<br /><br />In your V3 SignEasy Account:<br />- Enter the Redirect URL (listed on Integration Key Management - SignEasy (Type) - Redirect URL) into your SignEasy Account by going to Apps > Edit Settings > Redirect URL<br />- Check all the scopes by going to Apps > Edit Settings > Scopes<br />- Enter the Webhook URL (listed on Integration Key Management - SignEasy (Type) - Webhook URL)into your SignEasy Account by going to Apps > Webhooks > Create Webhook

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.

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Wivina Lo

Smartstaff

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