eSign-RightSignature

by Urdhva Tech

eSign-RightSignature a complete SuiteCRM and RightSignature integration which allows you to send the documents and templates for signature directly from CRM. Send your Contracts, NDAs, Agreements and have them signed by your customers online. Track status of each RightSignature document sent via SuiteCRM

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#3991 - How to get RightSignature API

Closed Installation created by admin28 2 years ago

What do I fill out in the attached picture in RightSignature to get the API to work with this integration. Please see Screenshot from 2021-11-30 19-10-02.png

  1. urdhvatech member avatar

    Urdhva Tech Provider Affiliate

    2 years ago

    Hi, Thank you for getting in touch, We have dropped you an email on your registered email account.

    Thanks & Regards, Team Urdhva Tech

  2. admin28 member avatar

    admin28

    2 years ago

    Ah thank you, I have it connected I think but I am not sure how to give access to my non adminstrator account. I don't use my SuiteCRM everyday from my admin account and when I try to use the plugin in my regular account I am told I need to have the administrator give me access to the plugin. Where do I do that from?

    • urdhvatech member avatar

      Urdhva Tech Provider Affiliate

      2 years ago

      Hi, It looks like that part is the CRM's default feature, where you need to allow other users to use a module. Please perform the below thing and check.

      1. Go to Admin -> Repair -> Repair Roles . Now log out from CRM and re-login with the regular user, You should be able to see that module.

      If the above doesn't work, I assume you would have given some roles to your users, And under that role please allow the RightSignature module.

      1. Go to Admin -> Display Modules and Subpanels and move the RightSignature modules from Hidden list to Displayed module list.

      Let me know how it goes, If need any help you can also get in touch with us over skype: urdhvatech

      Thanks & Regards, Team Urdhva Tech

  3. admin28 member avatar

    admin28

    2 years ago

    Ah yes, a quick repair and a repair permissions seems to have done the trick. Will continue testing, thank you.

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  • Supported Versions
  • 7.0.0 to 7.14.4
Rating

  • "This plugin is great! Send and manage signatures really easily inside SuiteCRM. Even better, the developers are great at customising the plugin for your specific needs. We can now send 1 document from an Account, dictate & manage 3 Contact signatures all from SuiteCRM!"

    Read More Reviews

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