This article discusses how to get set up with a Vinesign account, how to add users to Vinesign, and how to integrate Vinesign with Filevine.
Vinesign is a tool for filling and signing PDFs that allows users to text or email important documents to clients. Vinesign is ideal for having one customer sign a document, and allows users to send a template document, or to send separate copies of the same document to multiple senders. For more information on how to use Vinesign, read the Using Vinesign article.
Create an Admin Account
The first step to signing up is to create a Vinesign Admin account. The user who signs up will be the Company Admin, and will be able to add new users, run reports to monitor signatures, and see all jobs from any users. While other users can be made admins, the Vinesign Company Admin cannot be changed, so choose wisely.
Filevine can help you set up a Vinesign account. To learn more about setting up an account with Vinesign, contact your Filevine sales representative, or call 801-657-5228 or email email@example.com.
Create an Account Without a Contract
If you would like to sign up for a Vinesign account immediately using a credit card, you can visit https://app.vinesign.com/Account/Register to sign up.
Select your payment plan and your number of users, and then fill out your information. The user who signs up will be the Company Admin, and cannot be changed, although other users can also be made admins.
When you have filled out all of the information, click “Continue” and you will be taken to the payment screen, where you can enter your credit card information to subscribe.
Once your Company Admin receives the confirmation email, they can follow the steps in the sections below to add other users and integrate the account with Filevine.
Once you have created an account with Vinesign, you can then add additional users to that account. Follow the steps below to add users:
- Navigate to the Team Tab. On the main page of Vinesign, click the “Team” tab on the top. This page will show you any users you have.
- Click the New Team Member button. In the right top corner, click the orange “New Team Members” button.
- Create a team member. Fill out the information in the form. When you are finished, click the “Create Team Member” button at the bottom.
Change User Roles
Users can have their roles changed from “User” to “Admin” and back. Admin users have additional capabilities: they can run reports, view, edit, and delete other users’ templates, and change user roles.
The Company Admin—the original signee for the account—is an exception to this rule. They will always remain an admin and cannot have their role status changed.
To change a user role, click on the “Team” tab along the top bar in Vinesign. You will see a list of all users for your Vinesign account, with their user roles listed. Find the user whose role you would like to change, and click on their role, which will read either “User” or “Administrator.”
You will be asked whether you would like to promote/demote this account. Click “OK” and you will see a message letting you know that the role has been changed.
A user role can be changed back at any time using the same process.
Disabling a User
If you need to remove or disable a user, this can be done by going to the Team section and finding the user you would like to disable. Click on the “Active” button underneath this user’s status. You will be asked if you would like to disable the account. Click “OK.” The user’s status will now change to “Disabled.”
Integrate with Filevine
To integrate Vinesign with your Org in Filevine, generate an API key by following the steps in “Setting Up API v2.” Once the API key has been generated, email firstname.lastname@example.org for assistance with the last step in integrating Vinesign with Filevine.