E-Signatures
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      E-Signatures - Account Manager Setup

      We recommend walking through these steps with your client

      1. Invite your client to the ActionFlow SignNow subscription
      2. Create and add their user to their SignNow Organization
      3. Add their credentials to the necessary users in ActionFlow and generate a token
      4. Adjust their monthly subscription in the master settings
      5. Set up a test report and validate functionality

      Invite your client to the ActionFlow SignNow subscription

      1. Log on to SignNow and navigate to the Admin Console
        portal 1
      2. Select User Management on the left side and then Invite Users
        portal 2
      3. Input the generic signature email that the client created and click Add User. This will deliver an invite email to their email to join the subscription
        add user

      Create and add their user to their SignNow Organization

      1. Navigate back to the home screen within SignNow
      2. Click on the top left Account drop down, go to Manage Organizations, and then click Create Organization. Every enterprise will be their own separate organization under the parent ActionFlow subscription
        portal 3
      3. Follow the prompts to create the organization and invite the user that you created in the previous step. For the Assigned Roles, leave it as Member.
        add user 2
      4. The client will receive an invitation email to join their new organization within SignNow.
      5. The page will open for the new organization that you just created. Click on General Info on the left and upload a logo for your enterprise
        portal 4

       

      Add their credentials to the necessary users in ActionFlow

      1. Log in as a master user and navigate to the Admin -> Users tab
      2. You will need the SignNow credentials that your client created in the previous step
      3. Within the users menu, scroll to the right until you see the SignNow icon
        admin 1
      4. For each user that should have the capabilities, click on the SignNow icon and input their SignNow credentials.
        admin 2
      5. After you click Create or Refresh Token, a pop up will show up and you will need to use those SAME credentials to log in. This will allow SignNow to communicate with ActionFlow. If that is successful, click Save
      6. For additional users, you can use use the Copy From drop down to pull their SignNow credentials. You will still need to generate the token for each user but you will not need to input the credentials for each user

      Adjust their monthly subscription in the Master Settings

      1. Under Master Settings, use the drop down to indicate how many signatures they would like for each month
        master settings
      2. The charges for each level are below:
        E Signature Pricing
      3. For first-time clients, contact Jordan Watt or Josiah for assistance in adjusting their signature allocation. The charges will be processed via the shopping cart
      4. If the client wishes to adjust their monthly allocation, follow the same process for updating their subscription. Charges will again be handled through the shopping cart, and you can reach out to Jordan Watt or Josiah for support if needed.

      Set up a test report and validate eSignature functionality

      1. Choose a report where you want to add signature capabilities.
      2. Duplicate the report and rename it to reflect that it will include eSignature functionality.

        report signatures

        report signatures 2
      3. Check the “Enable eSignatures” option. This option will only be available for reports with a FooterHTML property.
        enable checkbox
      4. Modify the FooterHTML to include signature placeholders. The SignNow integration identifies text codes within the report and replaces them with the appropriate signature fields when the document is delivered. For example, you can include placeholders for a signature, printed name, and date.
      5. Add text tags in the FooterHTML for signature fields. SignNow will replace these tags with the correct input fields. For detailed guidance on text tags, refer to SignNow's Documentation: https://support.signnow.com/help-center/editing-documents-templates/new-how-do-i-use-text-tags
      6. The most common are..
        1. Signature:
        2. Date:
        3. Initials:
        4. PrintName: 
          report footer
      7. Once those tags have been added, the document is ready to handle signatures
      8. Use the beginning of this document for a walk-through of how to utilize the SignNow feature with the reports