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Secure Sign Setup & Integration

  • Updated

Secure Sign is an electronic document signature and storage solution that directly integrates with Vault. This easy-to-use solution eliminates the need to print, scan, store, and drop off documents and contracts.

Contents:

Step by step

Setting up the Integration

  • Once your Secure Sign account has been created, log into Secure Sign via securesign-apac.cloud.mrisoftware.com
  • Go into settings (Cog in the bottom left-hand corner)
    • Click Integrations
    • Click + Create API Key
    • Add the application Name (Vault), Authorised Domain (https://login.vaultre.com.au) & Public Key
    • Click Save

  • Once added, the API Key will be generated (Make sure to copy the API key)
  • Navigate to Office Integrations > Secure Sign
    • Paste the API Key 
    • Click Save/Update

  • The integration should be complete and the connection status should now say Connected/Active

 

Adding additional merge fields for Secure Sign documents

The Secure Sign Additional Merge Fields knowledge article contains a list of additional merge fields.

  • Once logged into Secure Sign, you will first need to upload a document template
  • Click on Document Templates in the left-hand side menu
    • Click Upload Document Template

  • Drag and drop your desired document or click to search for a document to upload
  • Add a folder name if needed and click upload

  • Once Uploaded, click on the document
  • To apply additional merge fields, drag and drop the Shared Field

  • Add the name of the merge field within the search bar 
    • A list of additional merge fields can be found here
  • Select the field type and click Create

  • This will then create the additional merge field and can be used on future documents

 

Adding Secure Sign Signer merge fields in Cloud letter document

  • Once logged into Vault, navigate to Letters/Action List > Cloud Letter Templates
  • Click on an existing document or create a new document
    • This will populate the editor, where we can drop in the Vault merge fields as well as the Secure Sign Signer merge fields found below:

  • Click Save once completed

More information on how to create and generate cloud letter templates can be found in the below links:

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