This article will discuss 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.
Get an Admin Account
The first step to signing up is to create a Vinesign Admin account. The Vinesign Admin will be able to add new users, run reports to monitor signatures, and see all jobs from any users, so choose the Admin for Vinesign carefully. This user will then add all other staff members as users included in the Vinesign license.
Filevine can help you set up a Vinesign Admin 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.
Once your Admin receives the confirmation email, they can follow the steps in the sections below to add other users and integrate the account with Filevine.
If you would like to sign up for a Vinesign account immediately using a credit card, you can also visit app.vinesign.com to sign up.
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.
Integrating 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.