How to enable the eSign service using sign.co in Apptivo?

Updated on July 30, 2020 08:28AM by Admin

Apptivo has an eSignature service that enables users to get the documents signed anywhere, anytime. Apptivo 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 Apptivo. This service is available only for paid users.

Enabling the eSign Service

  • To enable the eSign service, select Manage Your Account from the User Menu.
User Menu

  • In the Manage Your Account page, select Services → eSignature from the left panel.
  • The eSignature page will come into view. The toggle is disabled by default. Enable the toggle.
Manage Your Account

  • Here, there are multiple instances when the admin tries to authenticate.
    • Login user has an account in both Apptivo and Sign.co
    • Login user don’t have Sign.co account

Instance 1: Login user has an account in both Apptivo and Sign.co

This applies when the admin already has an account with Sign.co. When the login user is an admin in both Apptivo and Sign.co, the Apptivo account gets integrated with the Sign.co account automatically once the toggle is enabled. Please note that your Apptivo 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 clicking Yes, the Apptivo account gets integrated with the Sign.co account.
Popup

  • 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.
Access Granted

Instance 2: Login user don’t have Sign.co account

Consider you do not have an account with Sign.co but have been availing the eSignature service. In this case, you have to create a new account with Sign.co to continue using the service.

  • When an admin in Apptivo tries to enable the toggle, the user will be prompted to create an account with Sign.co.
Popup Window

  • On clicking the Proceed button, you will be redirected to the Sign.co’s sign up page.
  • Here, you can create an account. Please note that your Apptivo login ID and Sign.co login ID should be the same to establish an integration successfully.
Sign Page

  • In the Sign.co page, select Sign Up to create a new account. In the create account page, add the required information.
Sign Up Page

  • On clicking Sign Up, you will be prompted to add more information.
Add Details

  • Click Get Started to redirect to the Home Page. Here, select Settings → Billing from the left navigation panel.
Home Page

  • Since you have created a new account, you are in a starter plan. The account details will be displayed on the Billing page. You can stay in the trial plan and integrate it with Apptivo or upgrade your plan.
Billing Page

  • Select Upgrade From Trial button to redirect the payment page. Here, select a plan that goes along with your business.
Choose Plan

  • Add your billing address and card details. Select Pay Now to complete your purchase with Sign.co securely.
Pay Now Page

  • Once the account is created, you can try enabling the eSignature toggle again. Now, the your account will be integrated with Sign.co’s account.
Toggle Enabled

  • You 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.
Enabled Access

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