Setting Up Integration with mSign and ClientManager CRM

ClientManager allows you to link your mSign workspace(s) to the CRM for automated document uploading. Using this integration you can request e-signatures directly from a client's profile. The CRM will set up all fields for you, including the client's personal information.

To get started, you'll need to link you mSign account to ClientManager. You can even link multiple workspaces if you'd like to upload documents to different accounts. This might be useful where multiple advisers working together use a combination of shared- and individual- workspaces.

When generating documents you'll be given a choice of where the document packs should be uploaded to. ClientManager will also remember your most recent selection, and keep it for the next document.

Setting up the integration

This guide will help you connect ClientManager with mSign for requesting e-signatures.

Step 1: Log into mSign

• Access mSign by going to VIA.
  
  
• Click on "Service Providers" and select "mSign."
  
  

Step 2: Access Your Profile

• In the top right corner, locate your name and click on it.
• Choose "Profile."
  

Step 3: Access Advanced Settings

• Scroll down to the bottom of the page and click on "Advanced settings."
  

Step 4: Get Your API Key

• Copy the provided API key.
  
  
  
• Under "Developer applications," click on "Applications."
  

Step 5: Create a New Application

• Enter "ClientManager" as the name for your new application.
• Click on "New Application."
  

Step 6: Copy Client ID and Client Secret

• Copy the Client ID and Client Secret generated for your application.
  

Step 7: Configure ClientManager

• Open ClientManager and navigate to "Settings"
  
  
• Select "Integrations"
  
  
  
  

Step 8: Set Up mSign Integration Credentials

• Under the "Integrations" section choose "mSign".
  
  
• Click on "+ Add new" to link your workspace to the CRM.
  
  
• You can enter any name or description as the "Custom Workspace Name". This is a custom identifier you choose and is used to select which workspace you'd like to upload documents to.
  
  Enter the "API Key", "Client ID", and "User Secret" as copied earlier, and click "Add Workspace".
  
  

Congratulations! You have successfully set up the mSign integration in ClientManager.