The Integrations tab is available in both company settings and personal settings. The integrations and options available to you depend on your user role.
Read more about the settings page in general here.
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Company Settings
Customer Admins can use the Integrations tab to integrate RSign with NetDocuments, Applied Epic, and other external document repository platforms.
Learn more about how to integrate with other platforms here.
Personal Settings
This article describes the settings available in the Integrations tab:
Note: Available settings may vary depending on the external drive integration. View specific and detailed integration documentation here.
Logged-in user
The Logged-in user setting allows you to enter your credentials for the corresponding external drive platform.
Note: In addition to logging in, you must select the corresponding external drive option in the Storage drives available setting in the System tab.
Upload signed document
The Upload signed document setting allows you to store the final signed document back in the corresponding external drive.
- If Y (enabled) is selected, integration-specific settings will become available to configure how the final signed document is to be stored in the external drive.
- If N (disabled) is selected, the final signed document will not be stored in the corresponding external drive.