Overview
Connecting with FuseSign 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 FuseSign.
Here's a short video showing it in action!
Requirements to utilise FuseSign
To use the integration with FuseSign:
- You need to be a registered and subscribed user of FuseSign. Head 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 FuseSign as well.
- Users can then send selected PDF documents for signing from AccountKit using the Signature
icon within the DMS component of AccountKit. See HERE for more details.
- Users can also view current out-for-signature documents from the integrated FuseSign within AccountKits e-sign dashboards. See HERE for more details.
Utilising the FuseSign Integration
How to connect:
To activate the one-off integration between AccountKit and FuseSign you will need to do the following:
- 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.
- You will be prompted to sign in to your FuseWorks account.
- Authorise AccountKit to have FuseSign permissions.
- This will take you back to AccountKit where the FuseSign logo will be coloured to signify the integration is active.
- You're now connected! The e-sign dashboard will now be available to turn on within each users dashboard and appear on the Client Group page.
See a short video below to see the integration setup in action.
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