Understand Secure Sign integration

Summary

Secure Sign is an e-signature platform integrated with Palace for streamlined document creation and secure digital signing. Learn how to enable the Secure Sign integration in your Palace database.

This article covers:


About Secure Sign

Secure Sign is an advanced electronic signature platform that enables users to effortlessly create, edit, and upload documents for secure digital signing. It seamlessly integrates with Palace, allowing users to generate documents within the Palace interface. These documents can then be sent to Secure Sign for convenient digital signing by contacts. After the signing process is complete, the signed document seamlessly returns to Palace, ensuring a streamlined end-to-end workflow for efficient digital signatures.

Configure Secure Sign

If you currently use or have signed up with Secure Sign, you can activate the Palace and Secure Sign integration.

  • Email the Palace support team who will assist you with the integration activation

This is the same process if you have not yet signed up for Secure Sign.

Configure Palace

After configuring the Secure Sign and Palace integration, your Palace database will be activated. You can locate your Secure Sign keys for your reference. This area is permission-based. If you cannot access the settings area, ask your manager or administrator to assist you.

  • Go to System > Settings
  • Click on the Integrations tab
  • Click the SecureSign Activated button

System-settings-integrations-secure.png

  • In the pop-up window you will see the:
    • SecureSign Integration Key
    • And the SecureSign Private Key File

System-settings-integrations-secure-pop.png

  • Click Close

The integration with Secure Sign is now enabled.

What’s next

After the integration has been configured you may want to learn more about how to add a digital signature to a document and you can view the MRI Secure Sign for Palace recorded webinar in the Training Academy.

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