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How to use the eSign service when I already have a Sign.co account?
Updated on July 30, 2020 07:55AM by Admin
- To enable the eSign service, select Manage Your Account from the 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.
- Please note that your Apptivo login ID and Sign.co login ID should be the same to establish an integration successfully.
- When you enable the toggle, you will receive a popup asking for confirmation. On clicking Yes, your Apptivo account gets integrated with the Sign.co account.
- 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.
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