Try RMail PRE-Crime Services – RSign integration with Applied Epic allows users to send documents for electronic signature to RSign from within Applied Epic’s interface and automatically retrieve the signed document and E-Signature Certificate within Applied Epic’s appropriate client records.
Specifically, RSign for Applied Epic application empowers users with the following capabilities:
- Click-Send: send forms and documents from Applied Epic to RSign with one click.
- Magic-Retrieve: automatically receive the signed document and the esignature certificate back in the client record in Applied Epic.
- RContacts: access your Applied Epic contacts inside RSign.
- Activities: automatically create Applied Epic activities to track your envelopes and have your latest updates synchronized.
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This article covers the following supported use cases to utilize this integration:
1. Accessing from the Attachments section
2. Accessing from the Contacts section
Note: The RSign® service for Applied Epic application requires a Developer SDK license. If your company holds a different SDK version or has no SDK at all, Applied Epic allows you to purchase a Runtime SDK license and enables the missing methods needed for this integration without any additional cost. If your organization does not wish to purchase the Applied Epic SDK license, RPostOne for Microsoft Outlook and RPostOne for Windows OS (both free of charge) make it seamless to send documents for e-signature from any web or desktop application, or directly from the email compose window in Outlook, and even capture recipient, email body and subject line.
Accessing from the Attachments section
1. Access your Homepage within your Applied Epic account and select the Locate tab on the top menu.
2. A search box will appear. Select a specific client account and access the dashboard for that client.
3. Select the Attachments section to view and select the document you wish to send for signature from that client account.
4. Click on the Links tab in the top menu to access the Links pop-up, select Send to RSign, and click on Finish. This will send the document to RSign to continue with the preparation process.
5. You will be redirected to the RSign web application, where the selected document will be pre-loaded in a new envelope.
6. To add existing contacts from your Applied Epic records, click on the Contacts button to the left of the recipient's information fields. The RSign contacts pop-up is shown with a Display Applied Epic Contacts button.
7. If you need to attach additional documents from the same client account from Applied Epic, click on the +Document button and select Applied Epic from your available drives.
8. A list of the available files will appear. Select the documents you wish to add to the current envelope and click on the Select button. Finish setting up your message and click on the Next button to prepare your document.
9. Prepare your document by dragging and dropping the desired control fields. Once your document is ready, click on Send. The recipients will receive the signature request via email.
10. An activity is created in Applied Epic with the ID of the envelope generated. Depending on your integration settings, the activity will be assigned to the user logged in when sending the envelope or to another specific user. The activity is updated with a new note every time there is a change in the RSign® envelope status.
11. Once the document has been signed by all recipients, the Magic-Retrieve functionality will automatically attach the signed document and the signature certificate to the Applied Epic interface, in the right client account. By default, the new file will be saved with the same filename appended with a [Signed] & [Certificate] string respectively.
12. Once the envelope is completed, depending on your integration settings, the activity is automatically closed with a note indicating this status. If the envelope gets expired, canceled, or rejected, a note is placed in the activity and it remains open for the customer to perform the necessary actions on it.
Accessing from the Contacts section
1. Access your Homepage within your Applied Epic account and select the Locate tab on the top menu.
2. A search box will appear. Select a specific client account and access the dashboard for that client.
3. You will access the account dashboard. To view the account contacts select the Contacts section on the left panel.
4. A list of contacts for this account will be displayed.
5. Select the contact you wish to send a document for signature to and click on the Links tab in the top menu to access the Links pop-up and select Send to RSign. Click on Finish, this will send the document to RSign to continue with the preparation process.
6. You will be redirected to the RSign web application, where the selected document will be pre-loaded in a new envelope.
7. To add existing contacts from your Applied Epic records, click on the Contacts button to the left of the recipient's information fields. The RSign contacts pop-up is shown with a Display Applied Epic Contacts button.
8. If you need to attach additional documents from the same client account from Applied Epic, click on the +Document button and select Applied Epic from your available drives.
9. A list of the available files will appear, select the documents you wish to add to the current envelope and click on the Select button. Finish setting up your message and click on the Next button to prepare your document.
10. Prepare your document by dragging and dropping the desired control fields. Once your document is ready, click on Send. The recipients will receive the signature request via email.
11. An activity is created in Applied Epic with the ID of the envelope generated. Depending on your integration settings, the activity will be assigned to the user logged in when sending the envelope or to another specific user. The activity is updated with a new note every time there is a change in the RSign® envelope status.
12. Once the document has been signed by all recipients, the Magic-Retrieve functionality will automatically attach the signed document and the signature certificate to the Applied Epic interface, in the right client account. By default, the new file will be saved with the same filename appended with a [Signed] & [Certificate] string respectively.
13. Once the envelope is completed, depending on your integration settings, the activity is automatically closed with a note indicating this status. If the envelope gets expired, canceled, or rejected, a note is placed in the activity and it remains open for the customer to perform the necessary actions on it.