Try RMail PRE-Crime Services – The RSign service integration with Eclipse allows Admins to set up user accounts for sending ACORD Forms for e-signature directly from the Eclipse interface.
The setup is only required once 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 set up with a Reference Key will be able to use the RSign service.
Note: The RSign service integration with Eclipse 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. Please note that your Reference Key is the same as the Account ID within the RSign admin portal.
This article covers the following topics:
- Enabling the integration in the RSign System
- How to set up the RSign service as the e-sign option in Eclipse
Enabling the integration in the RSign System
1. Contact your Customer Success representative or the Support team to enable integration access and obtain the required Reference Key.
How to set up the RSign service as the e-sign option in Eclipse
1. On the Menu Bar, click Setup>Vendor Integration Setup>RSign Setup, which will then display the RSign Setup windows.
2. Select the Agency from the drop-down list at the top that is setting up the RSign service. If 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 the RSign system when signing up for their services; contact your RSign representative if you do not have it.
Note: Your Reference Key is the same as the Account ID within the RSign admin portal.
5. Click on Add/Remove Agencies if setting up more than one agency.
6. Place a checkmark in the agencies that will be using the same Reference Key for the RSign service.
7. Click on Update.
Note: Agencies in the same Eclipse database may use different Reference Keys if they already are an RSign customer. Repeat each step 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 fully set up and ready for use by your end users.
Click here to access the RSign - Eclipse by NasaSoft User guide.