Try RMail PRE-Crime Services – The RSign service for Rentman Integration allows Rentman users to send documents for eSignature directly from their Rentman Windows desktop platform using the RSign service.
This article covers the following topics:
Pre-requisites
- An RSign Customer Admin account.
- A Rentman Windows desktop user account with administrator permissions.
- An RSign API Key.
Integration initial setup: Setting up Rentman
In order to set set up Rentman, follow these steps:
1. Log into the Rentman desktop platform with administrator permissions.
2. Click the Company Preferences icon in the top left corner of the menu bar and the following window will appear.
3. Click on Extended.
4. Click on RSign and enter the Signatory, Executor and Who Signs email addresses, along with your RSign credentials and the API Key, which is provided by RPost Customer Success team.
Note: Each company (agencies who are direct customers of Rentman) has an RSign account that should be configured in the following section.
5. After configuring the Company Preferences, navigate to the Documents icon and select Document to create or edit one.
Note: Rentman's documents are pre-configured and are utilized in the eSignature process explained in the RSign service for Rentman - User Guide. These documents include signing tags, which are fixed strings placed within the document. These tags are recognized by the RSign system and serve as the signature controls that the signer must complete.
6. Similar to creating a single document, you also have the option to create Document Packages, which consist of different documents grouped together and can be sent for eSignature all at once. To do this, select the Documents icon and then choose Packages.
For a better understanding of the integration, please consult the RSign service for Rentman - User guide.