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Annature integration

Launch Annature signing requests from AccountKit’s document workflow, track progress and keep the signed document with the client’s files.

Launch Annature signing requests from AccountKit’s document workflow, track progress and keep the signed document with the client’s files.

What the integration does

  • Send from the document workflow. Launch an Annature signature request from AccountKit when the client document is ready.

  • See how signing is progressing. Use AccountKit’s e-signing dashboard to track requests without losing the surrounding client context.

  • Keep the completed document filed. The document-management workflow files the signed document back to its original location and notifies the administrator.

Take an approved document through to signature

Prepare the document, send it through Annature and follow its signing status from AccountKit until the completed file is back in place.

  1. Choose the document to sign

  2. Send through Annature

  3. Track completion and the filed copy

What it doesn’t do

You need the appropriate Annature account and AccountKit e-signing/document-management features. Check the current plan and setup requirements before connecting.

Is every Annature feature available inside AccountKit?

No. This page describes the document-signing connection. Other Annature products or features should not be assumed to be included in AccountKit.

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