E-Signature Setup

The CRM has an eSignature service that enables users to get the documents signed anywhere, anytime. The CRM uses integration with Sign.co to get the documents signed securely. To utilize this service, it is necessary to have an account with Sign.co and authenticate it with the CRM.

Enabling the eSign Service

• To enable the eSign service, go to the Sign page here. 
• In the Manage Your Account page, select Services → eSignature from the left panel.
• The eSignaturepage will come into view. The toggle is disabled by default. Enable the toggle.

When you are a user, there is no necessity to create an account separately in Sign.co. Instead, you can quickly log into Sign.co using your CRM login credentials. Please note that your login ID and Sign.co login ID should be the same to establish an integration successfully.

• When the user enables the toggle, the user will receive a popup asking for confirmation. On clickingYes, the account gets integrated with the Sign.co account.

• The user can see all the information related to their Sign.co service in the eSignature page.
• The information includes the following:

• Your Email ID
• Business Name - Integrated Firm Name.
• Current Plan with Sign.co.
• Current Term with Sign.co.
• Total Documents - Total documents available in the plan.
• Used Documents - Number of documents used for eSignature service.
• Available Documents - The remaining number of documents that can be used for eSign.
• Requested By - Requester name.
• Approved By - Approver Name.