The RSign integration with Tifo lets users send documents for eSignature directly from their Tifo compliance platform. It enables users to automatically receive signed documents in the corresponding Tifo compliance case record.
Important note: Before setting up the RSign® service integration on the Tifo platform, contact the Tifo support team to enable the credentials for an RSign® Customer Admin account.
This article covers the following topics:
Pre-requisites
- An RSign® Customer Admin account.
- A Tifo account with administrator permissions.
Integration Initial Setup in the RSign® system.
Webhooks tab:
1. From the RSign® web interface, navigate to the Settings tab.
2. Click on the Webhooks module, located in the Company tab.
3. To add a new event, click on the Add/Edit webhook tab.
4. Select Envelope Completed from the Event drop-down.
5. Enter the required fields:
- Secret Key header name: Any string can be used.
- Parameters: Check all parameters, except the Final Contract Base64 parameter.
- URL: The URL parameter will be provided to you by the Tifo support team.
Notes:
- In the Tifo platform, the 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.
- If you do not see the Webhooks module in the RSign system, please contact your Customer Success representative or the RPost Support team.
Integration initial setup in Tifo.
1. Log in to the Tifo platform with administrator permissions.
2. Navigate to Administrator>>Agency>>Structure
3. Click on the corresponding hierarchy level in which your company is located to enable the RSign service through the integration.
4. Click on the E-Sign Settings and create and configure the RSign credentials.
Now you are ready to start using the RSign® integration for Tifo.
Please click on the following article to read the RSign service for Tifo - User Guide.