eSignature integrations behind SSO are not currently supported.
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. Once you connect your own account, that account is automatically unlinked.
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DocuSign
Account Setup and Plan Level Information
We strongly recommend that you connect Ironclad to a service DocuSign account (Enhanced Plan). 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.
You must have DocuSign API access to connect your DocuSign account to Ironclad.
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Set Up DocuSign Integration
- Sign in to Ironclad.
- Click on your name in the top-right corner. Click Company Settings > Integrations > DocuSign.
- Click Link Account.
- 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.
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
- Sign in to Ironclad.
- Click on your name in the top-right corner. Click Company Settings > Integrations > Dropbox Sign.
- Click Link Account.
- 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.
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
- In Adobe Sign:
- Go to https://secure.echosign.com/public/login.
- In the menu bar, click Account.
- In the menu located on the left, click Groups.
- Select a group from the table, and then click Group Settings.
- In the left menu, nested under the group you selected, click Send Settings.
- Verify Override account settings for this page is selected.
- 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.
- Under Recipient Groups, enable Allow senders to include a private message to each of the recipients.
- Sign in to Ironclad.
- Click on your name in the top-right corner. Click Company Settings > Integrations > Adobe Sign.
- Click Link Account.
- 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.