Introduction To SignRequest

Your wrapper already has a native integration coded in to handle documents for signing and storage for your users, using a tool called SignRequest.

STEP 1: Get A Free Sign Request Account:

To create a SignRequest account, you can use this link to get a demo account. This is also available in your /admin/settings ADMIN tab here: 

STEP 2: Create Your First Document

Inside your SignRequest account, click on the My documents link in the top right.

Go to Templates in the left menu and click the Create template button

If you have an attachment or an existing document, you can add it here: https://prnt.sc/tl2kn4

Once you have your document listed, you can add the Signature element to anywhere on the document by clicking on the document, use the Pencil Icon to add the element 

STEP 3: Collect Your TEMPLATE UUID

While still on the template, you can see the template id for the document you just created, in the URL here

Save this number (everything after /template/) to your clipboard as you will need it in the next step.

STEP 4: Collect Your SignRequest API Key

When you have your API key, return to the ADMIN tab in your /admin/settings and put the key in here:

STEP 5: Add SignRequest To Your Onboarding Form

You can now drag the SignRequest element into your Custom Onboarding form: https://prnt.sc/tl1rew

Once the element is on the page, you will see a "Sign Now" button and a "Hidden Input".

To set the document you want to load, click on the EDIT pencil icon: https://prnt.sc/tl1tsg

You can update the "Label" which is the button test.

You can change the button color using the "Style" option or updating the class in combination with your CSS editor.

The important option to add here is the "Value" which is where you put the SignRequest Template UUID from step 3 above.

You can also restrict this document to a specific role (plan) for certain customers if you need to.

Click Save & Submit Form to save the onboarding form.