If you have a server system please perform the following configuration:
Kindly have your IT Professional configure Port 443 (or Port 80) on your server. (Instructions are https://smartadvocate.atlassian.net/l/c/BkHN739r ).
Once you have configured the respective port on your server, please email us to complete configuration of your AssureSign Integration.
Also you may have to whitelist the following:
https://support.assuresign.net/hc/en-us/articles/224274907-What-are-AssureSign-s-IP-Addresses-
Inbound: 104.210.39.191
(Outbound: 168.61.21.2)
If you have a SaaS Cloud system we will be configuring your system for you directly and advise you once completed.
You will be receiving an email from AssureSign allowing you to confirm your email, create your password and allow use of the system.
For the direct SmartAdvocate AssureSign Integration, kindly click the link below to watch our video:
You can also download the instructions for the AssureSign Integration below:
Here are training videos to work with AssureSign directly:
https://www.youtube.com/watch?v=Uox_Jfl_WTI&t=26s
https://support.assuresign.net/hc/en-us/sections/205544448-Walkthrough-Videos
Please note AssureSign does not provide a means to edit signed PDF documents after they have been signed. Documents not signed with a digital certificate have always been locked to prevent alteration. AssureSign recently altered the locking password mechanism to ensure this could not be bypassed.
Documents created prior to the security update do not have the password on them. If users are trying to alter documents that were created before Wednesday July 22, 2020 they will continue to be able to alter. But documents created after July 22, 2020 will have the locking password that can not be bypassed. We do not have a mechanism that allows PDF documents to be altered after they've been signed.
Note that altering locked documents will invalidate the ability to prove a document was signed in AssureSign through our document validation process. There is no mechanism to allow a single user some password or rights to alter locked, signed documents.
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:
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.
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 send a document for e-signature, open one of your cases within SmartAdvocate. Generate your AssureSign document template.
Add Comment