SignRequest Integration

Objectives

• Enable the Integration
• Use SignRequest in Contra

Steps

SignRequest  signature is now available in LEXZUR!  

In order to use SignRequest  as a signature method in Contra, you must follow some steps:

First, get the app. Therefore go to the Marketplace from the navigation menu.

From find new apps, search for SignRequest  and Activate it by clicking on the "Get now" button to obtain it for free.

After obtaining the app, you must complete the integration with Lexzur. From your SignRequest account, create an API application and retrieve the API credentials.

These credentials should be entered on the Setup and Configuration page in Lexzur.

After successful activation, you can choose SignRequest  workflow within the signature center of contracts.

To initiate the signing process using SignRequest , navigate to the signature center of a contract and select the SignRequest  workflow (Get Started)

Click to get started and add signees, who can be users, collaborators, or other individuals. 

Therefore, specify the type, and the signee name, and add a signature label if needed. After adding the signees, click to send.

The document will now be generated in SignRequest  itself. 

Prepare the documents for signing. Click anywhere on the page to add placeholders for where your receivers need to add a signature, name, date or text.

Upon setting the signature fields, an email notification will be sent to the first signee(s).

Signee can open the document for review and sign directly from the received email (Click on Review Document)

Or you can click to sign with SignRequest from the contract signature center page.

The document will open in SignRequest , prompting users to start the signature process.

Follow the directed steps to sign. You have the option to type, draw or upload your signature.

Once completed, click on Finalize. Subsequent signees will follow a similar process.

Once signed, you will also notified by email.

The contract will be retrieved easily from the contract's attachment tab.

For more information about LEXZUR, kindly reach out to us at help@lexzur.com.

Thank you!