Integrate TotalAgility with SignDoc

See SignDoc.

  1. Navigate to Integration > SignDoc.

    The SignDoc page appears.

  2. Click New.

    The SignDoc configuration dialog box is displayed.

    Note If using SignDoc version 1.2 and lower, you can configure only one TotalAgility server per SignDoc server. From SignDoc version 1.3, you can configure multiple TotalAgility servers to use a single SignDoc server.
  3. Enter a unique ID for the SignDoc server.

    The system identifies the SignDoc server with this ID.

  4. In the Display name field, enter the SignDoc Server name.

    Use this name to identify the server on the list.

  5. Enter a Server URL for the SignDoc server.
  6. Enter an API key, which is the authentication key used to access the SignDoc API.
    Note You can get the key value from the SignDoc User Interface > User Preferences.
  7. Click Test connection to test whether the connectivity is established.
  8. Click Save.

    You can update or delete an existing SignDoc server.