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Integrate RightSignature with SmartVault



Overview

This page will walk you through the process of connecting your SmartVault account to RightSignature so you can request electronic signatures through the Connected Desktop in SmartVault. 

 

The following steps should be completed before attempting integration as many RightSignature account types do not include SmartVault compatibility by default:

  1. Go to this website: http://www.smartvault.com/features/e-signature/.
  2. Click on the Get Started button.
  3. Select New RightSignature account or Exisiting RightSignature account.
  4. Complete the corresponding New or Existing account sign-up form.
  5. Complete the process by calling or emailing RightSignature via the provided contact informaiton on the next page.  You must contact RightSignature and identify yourself as a SmartVault customer.
    • Call RightSignature (toll free): 1-800-921-4250

Steps

  1. Open the SmartVault Connected Desktop.
     
  2. Right-click on a PDF or Word document and select Get Signature from the drop-down menu.
    • You may have to sign in to the SmartVault Portal if you haven't already done so.
    • If you see an error message, you must exit out of the SmartVault for Windows software completely and restart it (short "How-To" guide), but be sure to sign in as an Administrator on the account when you relaunch SmartVault and reattempt Step 1 above.
       
  3. Left-click on the Connect to RightSignature button.


     
  4. You will be redirected to RightSignature's authentication page.  Type in your email address and password that you use to login to your RightSignature account and then click on the Sign In button at the bottom of the form.
    • If you receive an error message even though you are sure your login and password information for RightSignature is correct, contact RightSignature to have SmartVault compatibility added to your account and receive a discount.
      • Call RightSignature (toll free): 1-800-921-4250 and identify yourself as a SmartVault customer
         
  5. In the following window, just click on the Grant Access button to complete integration.
     
  6. Once access has been granted, RightSignature should integrate with SmartVault and you will see the following message:
    • Congratulations, you have finished integrating your RightSignature account with SmartVault!



 

Next Step:  Using the Get Signature feature within the Connected Desktop

Considerations


In order to receive a discount for signing up through SmartVault and a free upgrade to the KBA feature you must complete the following steps (already existing RightSignature accounts are eligible too!):

  1. Go to this website: http://www.smartvault.com/features/e-signature/
  2. Click on the Get Started button.
  3. Select New RightSignature account or Exisiting RightSignature account.
  4. Complete the corresponding New or Existing account sign-up form.
  5. Complete the process by calling or email RightSignature via the phone number or email provided on the next page.
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Last modified
23:26, 31 Jan 2017

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