Addo Sign is compatible with webCRM. This means you can send documents for signing directly from your webCRM account via our integration.
In webCRM you have the possibility to send your different agreements for signature. In this article we will show you how to integrate between webCRM and Addo Sign.
Step 1 - Set up a Addo Sign account
You need to start by making sure you have a user/account set up on Addo Sign. You can create an account at the link here.
The user will act as an integration user and all documents sent from webCRM will go through this user. This means that information about the user will be included in the invitation messages, if you have set up sender information in the messages. We recommend that you set up a user with a common mail, or create a universal user.
Step 2 - Activate the integration in webCRM
To activate the integration in webCRM, please do the following:
- Press the Cogwheel in the right corner
- Press Configurations
- Press Intergation
- Tap e-Sign (If you find that e-Sign is not available under Integration, you need to address webCRM)
- Insert Login Credentials, Template, Default Signing Method, Data Field for Company VAT no, Data Field for Reference Number and Use Mobile Phone
Please note that the signing method selected in webCRM overrides the one selected in the signing template in Addo Sign. That is, if you have selected Touchscreen in Addo Sign and it says NemID private in webCRM, it will use NemID as the signature method.
You have now set up the integration, but you just need to set up templates, logo etc. before you can send your documents. See the article webCRM - Setup.