Try RMail PRE-Crime Services – This quick guide explains how to use RSign with Partner Platform. Please note that an RSign license must be purchased prior to using this integration. If you are not already signed up for RSign, please contact us directly. Once you are signed up with RSign, your RSign Customer Success representative will guide you on how to enable the integration.
1. Open your Zywave Partner Platform and login with your credentials.
2. Click on Clients in the Quick Links panel.
3. Search and select a client.
4. Click on Documents in the navigation panel.
5. Find the pen (esign) icon next to your document and click on it.
Note: If the following screen appears, contact your RSign Customer Success representative.
6. Select the corresponding Rule to the document sent for signature.
Note: Rules are created in RSign.
7. Make any desired changes to your recipients, subject and message. Once ready, click on the Ok button to send.
The document has now been sent for signature.