Integrate DocuSign With Anthill

Posted by anthillsoftwareleeds in Integrations - Last updated

By connecting Anthill with DocuSign, your Anthill users can send documents directly from Anthill for signature via DocuSign.

This allows you to keep the whole customer paper trail in one convenient location and removes the need for staff to have access to DocuSign.

How It Works

1. Select the document for signing

From the attachment tab, select the relevant document that you wish the recipient to sign, sales contract for example.

2. Confirm the email message

When the document is sent to DocuSign, the customer will receive a DocuSign notification that can include a message from you.

3. Customer Signs

When the customer signs the document in DocuSign, the completed PDF is automatically attached to the customer record and you are notified via email.

Linking Accounts

Log in to your Anthill account and navigate to the Integrations section, available via the top right hand corner.

Click on “Settings” under the DocuSign logo and enter your credentials.

Username: [Your DocuSign API Account Username]

Password: [Your DocuSign API Account Password]

Integrator Key: [Anthill Integrator Key]

Select “Update Configuration” to confirm the link.

Once you see the confirmation message, your accounts will be linked.

Using The Integration

This can either be achieved by creating the document within Anthill itself, or uploading a PDF document into Anthill for sending.

Now your accounts are linked, you are able to send documentation from signature from Anthill.

Working with Placeholders

When the document is signed by the customer, you can automatically place the signature in a position of your choice in the document. To do this add the following text in white to the document [Sig1].

If you have any other Integration Queries, please visit the Integrations Hub or Contact Us directly.

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