eSignature Integrations

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Overview

Ironclad requires the selection of an eSignature tool to process eSignatures and integrates with DocuSign, HelloSign, and Adobe Sign. This is a process that you will be able to do entirely on your own without your Legal Engineer. To do so, ensure that you are logged in to Ironclad (ironcladapp.com/dashboard), then as a Company Admin user, click on your name on the top right corner and select “Company Settings,” and select “Integrations” on the left-hand panel. That should take you to the integrations page shown below.

You will note that the default configuration is for Ironclad’s own admin HelloSign account. Once you connect your own account, that will automatically be de-linked.

Integrations page on Ironclad:

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Ironclad Signature is an e-signature solution designed to work seamlessly within the Ironclad platform. If your company does not currently have an eSignature platform, or you would like to learn more about using Ironclad Signature, please reach out to your CSM or AE for more information!

 

Account Setup and Plan Level Information

We strongly recommend that you connect Ironclad to a service DocuSign account (Advanced Solution Plan) - e.g. signatures@yourCompany.com. This will ensure counterparties will receive signature requests from this generic signatures account, rather than from your own 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 specific person’s personal DocuSign account.

Setup Instructions

  1. Go to ironcladapp.com/dashboard and sign in
  2. Click on your name in the top-right corner. Select “Company Settings” from the menu.
  3. Click “Integrations” on the left-hand panel.
  4. Click “DocuSign”
  5. Click “Link Account”

  1. Then sign into a DocuSign account you want to be connected to Ironclad.
  2. Once you’ve signed into your DocuSign account, you will be redirected back to the DocuSign Integrations page on Ironclad but you should now see that there’s a DocuSign account linked.

Demo Setup with DocuSign Developer

If you are attempting to set up a DocuSign account with your Ironclad Demo environment (Ironclad Demo environments have the URL demo.ironcladapp.com), you will follow the above steps, but the DocuSign account you link to must be a DocuSign developer account. Developer accounts are free to set up (https://account-d.docusign.com).

 

Account Setup and Plan Level Information

  • We strongly recommend that you connect Ironclad to a service HelloSign account - e.g. signatures@yourCompany.com (as opposed to jane@yourCompany.com). This will ensure counterparties will receive signature requests from this generic signatures account, rather than from your personal HelloSign 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 team member’s personal HelloSign account.
  • We recommend that you have an Enterprise Plan or higher or an API Silver Plan or higher (reference).
  • IMPORTANT: In order to have access to the eSignature signer reassignment capability, you will need API Gold Plan or higher.

Setup Instructions

  1. Go to ironcladapp.com/dashboard and sign in
  2. Click on your name in the top-right corner. Select “Company Settings” from the menu.
  3. Click “Integrations” on the left-hand panel.
  4. Click “HelloSign”
  5. Click “Link Account”
  6. Then sign into a HelloSign account you want to be connected to Ironclad.
  7. Once you’ve signed into your HelloSign account, you will be redirected back to the HelloSign Integrations page on Ironclad but you should now see that there’s a HelloSign account linked.

Screen_Shot_2018-08-13_at_3.52.41_PM.png

 

Account Setup and Plan Level Information

  • We strongly recommend that you connect Ironclad to a service Adobe Sign account - e.g. signatures@yourCompany.com. This will ensure counterparties will receive signature requests from this generic signatures account, rather than from your own 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 specific person’s personal Adobe Sign account.
  • Enterprise level plan or higher (reference) is required. 
  • IMPORTANT: You will need to make sure you enable a setting in your AdobeSign API Dashboard.
  • You can start by going to https://secure.echosign.com/public/login.
  • Click Account in the top menu bar

 

  • Here you should see a list of groups. Select a group from the table and then select Group Settings.
  • On the left-side menu you should see a list of settings nested under
    “Group:<your group name>”.  Select Send Settings from the left side menu.

 

  • You might need to check the “Override account settings for this page” checkbox. Once you have done so, enable the checkbox under Recipient Groups.

(“Allow senders to include multiple recipients in a single signing step so any of the list recipients can participate on behalf of an entire group.”)

Setup Instructions

  1. Go to ironcladapp.com/dashboard and sign in
  2. Click on your name in the top-right corner. Select “Company Settings” from the menu.
  3. Click “Integrations” on the left-hand panel.
  4. Click “AdobeSign”
  5. Click “Link Account”
  6. Then sign into an Adobe Sign account you want to be connected to Ironclad.
  7. Once you’ve signed into your Adobe Sign account, you will be redirected back to the Adobe Sign Integrations page on Ironclad but you should now see that there’s an Adobe Sign account linked.

 

 

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