Try RMail PRE-Crime Services – NetDocuments is a cloud-based document and email management service that provides enterprise-level security, mobility, disaster recovery, and collaboration solutions for organizations.
The RSign® system has an out-of-the-box integration with NetDocuments that allows users to send NetDocuments files for e-signature and have the final signed document automatically saved back in NetDocuments.
The present document covers the configurations required for Admins to enable the NetDocuments-RSign integration. It includes the following sections:
- Enabling the “Send-to-RSign” connector in NetDocuments
- Adding NetDocuments as an external drive in the RSign® system
- Enabling Upload Signed Document settings and default to all company users
- Creating the service account in NetDocuments
Pre-requisites
- An RSign® Customer Admin account.
- A NetDocuments account with administrator permissions
IMPORTANT: Admins need to have valid RSign® and NetDocuments accounts with required permissions.
Enabling the “Send-to-RSign” connector in NetDocuments
Note: Before you start, make sure to have the following data at hand.
1. Client ID: AP-PIZ9HV2W
2. Client Secret: 8Tajq6IfD6ueRmzbweFHJjTPgobMfJ5SIJU2SGAz8TdzihGH
Step-by-Step Guide
1. Login to your NetDocuments admin account and open the Admin Console.
2. Click on the cabinet that you want to connect to the RSign® system.
3. Go to the Integrate External Applications tab.
A window will open with a list of external applications integrated into your cabinet.
4. Click on the Add unpublished app button in the upper right corner to add the RSign® connector.
A pop-up will open where you will need to input the application Client ID.
CLIENT ID: AP-PIZ9HV2W
RSign® application will be added to the list. Make sure the box is checked in blue and Save.
Now your users will be able to send files within this cabinet to the RSign® system for sign-off.
5. Repeat the above steps with the rest of the cabinets you want to integrate with the RSign® system.
Adding NetDocuments as an external drive in the RSign® system
1. Open your NetDocuments Admin Console and go to Information and Settings.
2. Copy the Repository ID and keep it at hand, as you will need it in the following steps.
3. Now open your RSign® admin account and go to Company Settings and navigate to External Drives Setup.
4. Enter the following details:
- Region: select your region (US, EU, DE, AU)
- Application URL: autocompletes
- Application Server URL: autocompletes
- Client ID: AP-PIZ9HV2W
- Client Secret: 8Tajq6IfD6ueRmzbweFHJjTPgobMfJ5SIJU2SGAz8TdzihGH
- Redirect URI: https://app.rsign.org/SendToRsign/NetDocsAuthorizeUser
- Default Repository: enter the repository ID from the first step of this section
5. Save your changes.
6. As a last step, go to the System tab in your Admin Settings and check the box to add NetDocuments to the list of available drives. Use the options Override User Settings and Lock Settings as needed.
Enabling Upload Signed Document settings and default to all company users
This section covers the process for the RSign® admins to enable and configure the Upload Signed Document settings for all users within the company. Please note that this is an optional step meant to simplify the integration configuration process across all RSign® users of your company allowing a quick homogeneous setup.
If you are an RSign® admin and want to define the Upload Signed Document-related settings to be applied to all users under your company, please follow these steps:
1. Navigate to RSign>Settings>Company>External Drives Setup>NETDOCUMENTS.
2. By default, the Upload Signed Document configuration will be disabled. If you wish signed documents to be sent back into NetDocuments, the setting needs to be enabled by clicking on Y.
3. When the admin enables these settings for a specific company then these settings are enforced for all users under that company if the admin checks the Override User Settings checkbox associated with each of the settings.
4. Override User Settings provides the ability for an RSign® admin to override the user-level settings of all the users in the company. The Override settings can be applied to a single setting, multiple settings, or all by selecting the top checkbox.
5. Once the desired setting is selected and saved all users in that account will have those values for the selected settings. The user may change them later if they need to.
6. If the admin wishes to prevent users from making any future changes to these settings, then the Lock Settings option can be used by selecting the checkbox associated with each setting.
7. Lock Settings provides the ability for an admin to lock an individual setting so that all the users within the company cannot edit it. The Lock Settings can be applied to a single setting, multiple settings, or all by selecting the top checkbox.
8. If the admin decides to use the feature Lock Settings, once the settings are saved, they are now locked and not editable in the Personal tab for all users in the company.
9. In the Personal tab, the locked settings show a red lock icon, as indicated in the image below. Only admins can unlock settings by unchecking the Lock Settings checkbox in the Company tab.
10. The History icon (at the right) is associated with each setting in the COMPANY and PERSONAL tabs. When selected, it shows all the changes that were made to the associated setting.
11. Please note that the same Upload Signed Document-related settings are available under PERSONAL settings. If a user updates any specific settings in the PERSONAL settings, then the personal settings of the user take precedence. Except when not allowed by Company-level settings configuration (Override User Settings and Lock Settings).
12. Admins can find a detailed explanation of each of the Upload Signed Document-related settings in the RSign® service for NetDocuments - User Guide.
Creating the service account in NetDocuments.
This section covers the process for the NetDocuments admins to create the service account and map it to the application (Client Id).
1. Log in to NetDocuments as an admin and navigate to Admin Console.
2. Click on the hamburger button and select Users & Groups.
3. Select Add User and enter the new user to create a service account and select Ok.
4. Enter the required details, check the options highlighted in red, and select Save.
5. Select Service Accounts and select Create Service Account.
6. Enter the email address of the user who is added as the service account and select Create.
7. Enter the Application ID, select Create Mapping and select Save.
RSign® customer admins can get the Application ID/ Client Id from the RSign Settings>>Company>>External Drives>>NetDocuments.
8. Select the required cabinet.
9. Navigate to the Cabinet Administrator and add the service account as the cabinet administrator.
10. Make sure to add the specific cabinet default access for the document before sending the document to the RSign® system.
Note: Logging into NetDocuments with the service account will not work.
After the NetDocuments and RSign® admin configures the integration per indicated in the sections above, users need to continue with the initial setup of the integration before being able to start using it. For more details, please refer to the RSign® service for NetDocuments - User Guide