Connecting with Annature allows you to send out documents directly from AccountKit for digital signing. The integration allows you to send documents that have been prepared in AccountKit (surfaced directly from your document management system) directly to Annature.
Requirements to utilise Annature
To use the integration with Annature:
You need to be a registered and subscribed user of Annature. See HERE for more details.
To access your practice settings and in-turn the integration tab within you will need to be an AccountKit Practice Administrator. See HERE to learn more about user roles.
The user who initiates the connection must be an Administrator within Annature as well.
Users can then send selected PDF documents for signing from AccountKit using the Signature icon within the DMS component of AccountKit. See the E-signing article for more details.
Users can also view current out-for-signature documents from the AccountKit e-sign dashboards. See HERE for more details.
Utilising the Annature Integration
How to connect:
To activate the one-off integration between AccountKit and Annature you will need to do the following:
Step 1 - Create the Key in Annature
Login to Annature
Head to the developer's section
Under the keys section click 'Create'
Copy both the ID & the key
Step 2 - Activate the AccountKit integration
Login to AccountKit
Click on your name in the bottom left and head to your Practice Settings
Head to the integrations tab
Click the 3 dot action option within the Fusesign integration area.
Copy the ID and the key from the Annature key you made earlier here.
Click done.
You're now connected! The e-sign dashboard will now be available to turn on within each users dashboard and appear within the Client Group page.
How to utilise:
Head to the E-sign help article for details on how to utilise the power of e-signing.