Integrate with a third-party eSignature Client so that end users can request a digital signature when they share files from the Self Service Portal.

To configure digital signatures:

  1. Navigate to Groups & Settings > All Settings > Content > Advanced > eSignature.
  2. Set Enable eSignatures to Enabled and configure the settings.

    Setting Description
    eSignature Provider Select your organization's eSignature provider from the drop-down menu. Unlisted providers are unavailable for integration.
    URL Provide your account URL in the field.
    Integration Key Provide the account integration key in the field.
    Username Provide your account username in the field.
    Password Provide your account password in the field.
  3. Select Test Connection. If the test is successful, select Save.