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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 eSignatures through the Connected Desktop in SmartVault. 

 

Warning:  You must be an Admin on the SmartVault account to initiate integration.  You can integrate even a trial RightSignature account with SmartVault as long as you have activated your trial account via email and created a password, but you will not receive a discount for signing up through SmartVault or the KBA feature until you've Upgraded your RightSignature account and completed the form through the SmartVault Features page for e-signature.  For more explicit directions, please scroll to the bottom of this page.

Steps

  1. Login to the SmartVault Dashboard
    • If you sign in through the SmartVault Portal:
      1. Left-click on your account name next to the blue globe
      2. With your account name highlighted, right-click on your account name and select View Dashboard from the drop-down menu

         
  2. Once in the Dashboard, click on Account Settings indicated by the large gear next to you account name near the top right corner


     
  3. In the far left column of Account Settings, left-click on Configure Integrations and then left-click on RightSignature





















     
  4. Left-click on the Connect to RightSignature button.


     
  5. 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 Login button in the lower right corner of the form
    • If you still need to create a RightSignature account, click Signup on the Login screen and follow these instructions: Sign-up for RightSignature.


       
  6. If your RightSignature account has been upgraded and your login credentials were recognized, you will see the Autorization Request for Account Access page.  Just click on the Grant Access button to complete integration.


     
  7. 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!



 

That's it - you've successfully integrated RightSignature 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 form 
  5. Complete the Upgrade process on RightSignature's website by clicking on the yellow Upgrade button near the top right corner and providing your billing information

 

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Last modified
15:54, 16 Jan 2017

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