Customer Center
Help Topics
Self-Help Guides
Home > Additional SmartVault Tools > Additional SmartVault Integrations > Integrate RightSignature with SmartVault (Original - Out of Date)

Integrate RightSignature with SmartVault (Original - Out of Date)



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 complete the sign-up process for new and existing RightSignature accounts to receive a discount and to complete the integration with SmartVault before you begin the steps listed below.  Click on the following link for those instructions: Link a new or an existing RightSignature account to SmartVault and receive a discount.

 

Steps

  1. You must go to this website http://www.smartvault.com/features/e-signature/ and complete the RightSignature sign-up process before proceeding to the next step.  Follow this link for a more complete guide: Sign-up for RightSignature.
    • Click Get Started
    • Select New RightSignature account or Existing RightSignature account
    • Complete the sign-up and login process on RightSignature's website.  Make sure your RightSignature account is Active and Upgraded before proceeding.


       
  2. 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

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


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


     
  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
    • Remember: you must complete the RightSignature sign-up process described in Step 1 or this will not work
    • If you do not see the following window appear, go to Step 8


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


       
  8. If you see the following message, then you have not yet Upgraded your RightSignature account. Left-click on the Connect to RightSignature button and complete the instructions starting from Step 3, Subsection C of this guide: Link New RightSignature Account to SmartVault before returning to Step 3 in this current guide.

 

That's it - you've successfully integrated RightSignature with SmartVault!

 

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

Considerations

Warning: 

You must complete the sign-up process for new and existing RightSignature accounts to receive a discount and to complete the integration with SmartVault before you begin the steps in the guide above.  Click on the following link for those instructions: Link a new or an existing RightSignature account to SmartVault and receive a discount.

You must to post a comment.
Last modified
08:55, 4 May 2017

Tags

Classifications

This page has no classifications.