Smartstaff, administrator
421
edits
Changes
no edit summary
{{ Banner-UnderConstruction }}
1. Go to Global Settings - Integrations - Integration Key Management. <br />
2. Click on '''New Integration Key'''. You will be presented with the following fields:
Note: 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.
Use the below tags to configure the contact details and signing order for the signees.
||
|}
==Note==
For DocuSign 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>
If you have 3 signees assigned to the Level 1, the HTML in your Web Page View will be embedded with the info for all three:
<pre>
<!--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. -->
</pre>
