Try RMail PRE-Crime Services – The RSign integration with Eclipse by NasaSoft allows admins to set up user accounts for sending ACORD Forms for esignature directly from the Eclipse interface.
The setup is only required one time for the agency. The setup is agency-specific and will only be needed in the main agency in a multi-agency setup. Each agency can have its own unique reference key, or the same reference key can be used for all agencies. Only agencies setup with a reference key will be able to use RSign.
Note: the RSign integration with Eclipse by NasaSoft can only be set up by an Eclipse system administrator. If you don’t have your reference key, please contact your RSign representative to request it.
This article covers the following topics:
Enabling the integration in RSign
Contact your Customer Success representative or the Support team to enable integration access and obtain the required reference key.
How to set up RSign as the e-sign service in Eclipse
1. On the menu bar, click on Setup > Vendor integration setup > RSign setup. The RSign setup windows will be displayed.
2. Select the corresponding Agency from the drop down listed at the top. If you are setting up more than one agency with the same reference key, select the main agency from the list.
3. Click on Edit.
4. Enter the reference key to the left of the Edit button – This reference key must be obtained from RSign when signing up for their services; contact your RSign representative if you do not have it.
5. Click on Add/Remove agencies if setting up more than one agency.
6. Select the agencies that will be using the same reference key for RSign services.
7. Click on Update.
Note: Agencies in the same Eclipse database may use different reference keys if they already are an RSign customer. Repeat steps 2-7 for each unique reference key.
8. Once the necessary setup has been completed, click on Update and close.
That’s it! The integration is now ready to be used by your end users.