Learn how to set up Secure Sign with MRI Vault.
This article covers:
About Secure Sign
Secure Sign is an electronic document signature and storage solution that integrates directly with MRI Vault. It eliminates the need to print, scan, store, and manually deliver documents and contracts.
If you haven't already got a Secure Sign account, contact the support team or your account manager to set up your Secure Sign account.
Set up Secure Sign integration
To connect Secure Sign with MRI Vault:
In Secure Sign:
- Log in to Secure Sign
- Click the Settings icon (bottom-left corner)
- Select Integrations
- Click + Create API Key
- Enter:
- Application Name - Vault
- Authorised Domain - https://login.vaultre.com.au
-
Public Key - (your key)
- Click Save
- After saving, copy the generated API key
In Vault:
- Go to: Office Integrations > Secure Sign
- Paste the API key
- Click Save/Update
Once saved, the connection status will display Connected/Active.
What's next?
Learn how to upload document templates in Secure Sign and apply additional merge fields for customised electronic signing.