RightSignature integrates with Capsule so that you can easily send documents to your customers and other contacts for signing. To get started and setup the integration in RightSignature, go to Account, click on the 'Integrations' tab. Scroll down to Capsule and enter your Capsule sub-domain and your API token. The Capsule API token can be found in your Preferences in Capsule.
Once you've filled in the information, hit 'Activate' and you're all done. Now you can go to create your first document. When you go to enter a recipient, simply start typing and the list will get populated with your Capsule contacts that match what you're typing. It's as simple as that.
Now you can continue to create your document, add all the fields you need and send it off to your Capsule contact for their signature.
In addition you can configure a generated link in Capsule to easily click through to RightSignature documents for a contact.
- Visit your custom fields settings page by clicking through to Settings > Custom Fields for People & Organizations
- Choose Add new > Generated Link
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Enter a Label such as "RightSignature documents" and set the Link Definition to:
https://rightsignature.com/dashboard#/dashboard/?object_type=documents&query={email}&state=completed%2Cpending&time=alltime&document_view=document&page=1
Once you've saved the custom field, when you view a contact you'll see an extra link below the contact details.
When you click the link you'll see any documents in RightSignature that have been sent to this contact's email address:
