Adding the Formstack Sign integration to your Nowcerts account is very easy! First, you'll need to navigate in your Nowcert's account to the Configure API section by clicking Account > Agency > Profile > Configure API. Then, you'll scroll down to the "Formstack Settings" section, enter your Formstack Sign username & password and click "Update". Your accounts are now connected!
To use the Formstack Sign integration simply navigate to a client's detail page. Once your details are filled in whenever you go to send a file/form you will see a checkbox to select Formstack Sign when sending files out.
Click the "Send Selected Files" button once you're ready. After selecting that button, you will be greeted by a Formstack Sign login page where you can enter your Formstack Sign credentials.
If sent successfully, you will see a success confirmation message in a green banner as shown in the screenshot below.
Once everything is completed and the document is sent out you will now be able to download, open, and/or view document details within the Esign docs area underneath the documents tab.
