Try RMail PRE-Crime Services – The RSign service for Self Storage Manager (SSM) Cloud integration allows SSM users to send documents for electronic signature directly from their SSM Cloud platform using the RSign system.
Important note: Before starting to set up the RSign service integration on SSM Cloud, users need to contact SSM Cloud support team to enable the credentials of an RSign Customer Admin account.
This article covers the following topics:
- Pre-requisites
- Integration initial setup: Setting up RSign
- Integration initial setup: Setting up SSM Cloud
Pre-requisites
- An RSign Customer Admin account.
- An SSM Cloud account with administrator permissions.
Integration Initial Setup: Setting up the RSign system
Important note: The RSign system configuration is used for getting statuses and final signed documents stored back into SSM in real time. If this configuration is left undone, the integration will still work but asynchronously, meaning that the statuses and final signed documents will be updated by an automatic process that runs once a day.
1. Access the Webhooks module, located in the Company Settings tab. Note: If you do not see the Webhooks module in the RSign system, please contact your Customer Success representative or RPost Support team.
2. To add a new event, click on the Add webhook button. You will be directed to the Add/edit webhook tab.
3. Select Envelope Completed from the Event dropdown.
4. Enter the required fields:
- Secret Key header name: Any string can be used.
- Parameters: Apply all parameters
- URL: The URL parameter will be provided by SSM Cloud support.
5. Select Envelope Status from the Event Dropdown.
6. Enter the required fields:
- Secret Key header name: Any string can be used.
- URL: The URL parameter will be provided by SSM Cloud support.
- Parameters: Apply all parameters
Note: In SSM, Secret Header Name and Secret Key are not used when Webhooks are triggered from RSign. Since this is a mandatory column, you can configure any header name. This will not impact the Webhook event.
Integration initial setup: Setting up SSM Cloud
1. Login to the SSM Cloud platform with administrator permissions:
2. Click on the user logo in the top right corner menu and select Administration.
3. Click on Maintenance.
4. Click on Letters and Templates.
In the Letters and Templates section users can create or modify templates for every transaction happening within SSM. There are two types of templates:
- HTML Type: These templates are used for sending emails which contain email subject, body, and other information. This template type is not compatible with the usage of the RSign service.
- PDF Type: These are document templates used for generating PDF documents that will be included as attachments in the emails to be sent. This template type is compatible with the usage of the RSign service.
5. After a PDF type template is selected, the document can be set to use a pre-defined template. To do so, click on the Obtain Signature checkbox. The user can select templates stored within SSM Cloud or within the RSign system by clicking on the Use ESign Defined Template checkbox and selecting the template to be used from the dropdown.
6. If the user clicks on the Use ESign Defined Template checkbox and select the corresponding RSign template to be used, the Esign Template Merge Field Mappings tab will be shown, allowing users to map and pre-fill controls stored in the selected RSign template with SSM Cloud fields.
7. Click on Save to store the Template.
Note: A user can define as many PDF templates to be sent using the RSign system as needed, according to the corresponding workflow.
Please refer to this article to learn how to use the RSign service for SSM Cloud