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AssureSign Integration Instructions
Please use the SmartAdvocate Template Editor to create your documents in SmartAdvocate.
Kindly click the link below to watch our video on document template creation:
You can also download the instructions for document template creation below:
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The AssureSign Merge codes are under the Custom Merge Code section below to add to your documents which will allow you to generate documents using the AssureSign integration.
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Once you have completed your document templates using AssureSign merge codes in the SmartAdvocate Template Editor you will be able to use your AssureSign templates.
To
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send a document for e-signature, open one of your cases within SmartAdvocate. Generate your AssureSign document template.
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