Use eSignature Integrations

Note: eSignature integrations behind SSO can present additional challenges. For best results, please ensure that the integration is linked by a service account with proper permissions.

 

Ironclad requires you to select an eSignature tool to process eSignatures. Ironclad integrates with DocuSign, Dropbox Sign, and Adobe Sign. 

The default configuration is for Ironclad’s own Dropbox Sign account labeled as Ironclad Signature. Once you connect your own account, that account is automatically unlinked.

 

If you are changing from one account to another account for the same provider, you may see disruptions with existing workflows that are currently sent out for signature. To ensure no disruptions, share existing signature requests with the new account.

 

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DocuSign

Account Setup and Plan Level Information

We strongly recommend you connect Ironclad to a service DocuSign account (Standard Plan and above). For example, signatures@yourCompany.com. This ensures counterparties receive signature requests from this generic signatures account, rather than from your personal DocuSign account. It also reduces the possibility of disruption to signatures in the future, since the service account is less likely to need to be switched out than a personal DocuSign account.

Confirm your DocuSign account has a sufficient number of envelopes to support the volume of signature requests you anticipate sending.

Note: We do not recommend making changes or modifying documents in signature envelopes within DocuSign that are already in-flight. Doing so could result in the packet getting stuck in a Retrieving Signed Document stage and therefore unretrievable. 

Set Up DocuSign Integration

1. Sign in to Ironclad.
2. Click on your name in the top-right corner. Click Company Settings > Integrations > DocuSign.
3. Click Link Account.
4. Sign into the DocuSign account you want to connect to Ironclad. You are directed back to the DocuSign Integrations page on Ironclad. The DocuSign account is linked.

Demo Setup with DocuSign Developer

If you are setting up a DocuSign account with your Ironclad Demo environment (Ironclad Demo environments have the URL demo.ironcladapp.com), follow the steps above, but link to a DocuSign developer account. Developer accounts are free to set up.

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Dropbox Sign

Account Setup and Plan Level Information

We strongly recommend that you connect Ironclad to a service Dropbox Sign account. For example, signatures@yourCompany.com. This ensures counterparties receive signature requests from this generic signatures account, rather than from your personal Dropbox Sign account. It also reduces the possibility of disruption to signatures in the future, since the service account is less likely to need to be switched out than a personal Dropbox Sign account.

You must have Dropbox API access to connect your Dropbox account to Ironclad.
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Setup Dropbox Sign Integration

1. Sign in to Ironclad.
2. Click on your name in the top-right corner. Click Company Settings > Integrations > Dropbox Sign.
3. Click Link Account.
4. Sign into the Dropbox Sign account you want to connect to Ironclad. You are directed back to the Dropbox Sign Integrations page on Ironclad. The Dropbox Sign account is linked.

 

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Adobe Sign

Account Setup and Plan Level Information

We strongly recommend that you connect Ironclad to a service Adobe Sign account. For example, signatures@yourCompany.com. This ensures counterparties receive signature requests from this generic signatures account, rather than from your personal Adobe Sign account. It also reduces the possibility of disruption to signatures in the future, since the service account is less likely to need to be switched out than a personal Adobe Sign account.

You must have an Adobe Sign Enterprise level plan or higher to connect to Ironclad.

Setup Adobe Sign Integration

1. In Adobe Sign:
   1. Go to https://secure.echosign.com/public/login.
   2. In the menu bar, click Account.
   3. In the menu located on the left, click Groups.
   4. Select a group from the table, and then click Group Settings.
   5. In the left menu, nested under the group you selected, click Send Settings.
   6. Verify Override account settings for this page is selected.
   7. Under Recipient Groups, enable Allow senders to include multiple recipients in a single signing stepso any of the listed recipients can participate on behalf of an entire group.
   8. Under Recipient Groups, enable Allow senders to include a private message to each of the recipients. This setting is required. 
      
      
2. Sign in to Ironclad.
3. Click on your name in the top-right corner. Click Company Settings > Integrations > Adobe Sign.
4. Click Link Account.
5. Sign into the Adobe Sign account you want to connect to Ironclad. You are directed back to the Adobe Sign Integrations page on Ironclad. The Adobe Sign account is linked.

 

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Ironclad Signature

Account Setup and Plan Level Information

Ironclad Signature is the default eSignature provider for sending out signature requests if no accounts are linked on other eSignature services. This service has some limitations since it is utilizing a third-party tool for your own workflows. Below are expected behaviors for this provider:

• How often does Ironclad Signature sends reminders?
  • Automatically three and seven days out, nothing after that
• When do signature requests expire?
  • They never expire unless the signature request is cancelled
• What specific notifications/emails are set?
  • Heads up, signature request, reminders (3 and 7 days), you just signed, everyone has signed
• Are there any post execution notifications?
  • Yes, “everyone has signed” with attached signed copy
• Where emails get sent if a signatory responds to the eSignature request email?
  • Notifications come from a noreply email. it does not go anywhere

 

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Change eSignature Accounts or Providers

Change eSignature Account (with the Same Provider) 

You can change the account associated with your existing eSignature integration by clicking Relink account and providing the new account's credentials. 

Note: There is no functionality disruption when you switch accounts with the same eSignature provider, except for when the new account has less access than the original. Verify the new account's access level before linking it to your integration to verify which packets can be sent to avoid this disruption. 

 

Change eSignature Providers 

Switch your eSignature integration from one provider to another by clicking Link account in the new integration. This will automatically unlink the initial provider. 

Note: At the point of linkage to your new provider, all signature packets that were sent out on your initial provider will continue through that system, and all new signature packets that are sent out will be on your new provider. This includes taking actions like reassignment. Canceling a signature packet and resending it will cause the packet to be sent through the new provider.