Skip to main content

How do I enable different service connections?

You can use the Netvisor Sign service from other applications or online services by selecting Settings > Integrations. The admin must give the external application permission to use the organization’s Netvisor Sign account. The most commonly used application is the Netvisor Sign Forms online form service.

 

When the organization enables a connection between an external application and the Netvisor Sign service:

 

  1. All organization admins receive an email request to go and accept the integration.

  2. Login to the Netvisor Sign service as an admin.

  3. Accept the application request.

 

After acceptance, the external application can:

 

  • create signature invitations

  • retrieve the status of documents

  • retrieve signed documents

 

Integrations are located in Settings > Integrations.

 

You can close an integration when needed with the cancel button next to it, for example when the organization stops using an external application.

 

Frequently asked questions

 

Question: Who must accept the use of an external application on the Netvisor Sign account?
​Answer: The organization’s admin must give the external application permission to use the organization’s Netvisor Sign account.

 

Question: Where can I find integrations in the Netvisor Sign service?
​Answer: Integrations are located in Settings > Integrations.

 

Question: What can an external application do after the application request has been accepted?
​Answer: The external application can create signature invitations, retrieve the status of documents and retrieve signed documents.

 

Question: How do I close an integration when the use of the external application is discontinued?
​Answer: You can close an integration with the cancel button next to it.

 

Keywords

 

Netvisor Sign, integrations, external application, online service, Netvisor Sign Forms, admin, application request, signature invitation, document status, signed documents, cancel button

 

This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.

Did this answer your question?