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SignEasy

5 bytes added, 15:49, 25 August 2023
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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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