The integration between Filevine and Vinesign can work both from within Vinesign and from within Filevine. From within Vinesign, documents can be associated with a Filevine project and contact. From within Filevine, users can create a Vinesign document using a .pdf document from the project.
To set up the integration, send a support request requesting a Vinesign/Filevine integration.
Filevine Within Vinesign
Vinesign can be integrated with Filevine so that documents created in Vinesign can be associated with projects and contacts within a Filevine project. To create Vinesign documents from a Filevine project, that project’s Org must first be integrated with Filevine.
When Vinesign has been integrated with an Org in Filevine, you will see an Associate with a Filevine Project field and an Associate with a Filevine Contact field in the Signers section whenever you send a document. These fields act as a search for any projects or contacts in your Org. Search and select the project or contact that you would like this document to be associated with.
When a document you’ve chosen to associate with a project is signed, that document will appear as a note in your Activity Feed with the hashtag “#vinesign” and with the signed document attached. This note will also include details like the sender, the signer or signers, and a link to the document.
When you choose a contact using the Associate with a Filevine Contact field, the contact’s name, email address, and phone number will be pulled from the contact card information in Filevine into the fields below.
Vinesign will pull the top-most email and phone number from these lists that is filled out in the contact card:
Vinesign Within Filevine
Vinesign can be integrated with Filevine so that users can create a Vinesign document from within a Filevine project. To create Vinesign documents from a Filevine project, that project’s Org must first be integrated with Filevine.
Creating a Document
Find the .pdf document you would like to use in your Filevine project. Select the document and click on the document's dropdown menu. For any .pdf documents in projects associated with Vinesign, you will see the option Vinesign.
Select Vinesign from the dropdown to open a page in Vinesign. If you are not already logged into Vinesign, you will have the option to log in or sign up here.
Create a template by adding, placing, and sizing fields in the document. For more details on how to design a template, read Send Documents in Vinesign. When all desired fields are in place, click Next.
On the next page, fill out the fields. The document name will become the name of the signed document as it appears in your Docs section, so make sure to choose a name you can easily identify. The Associate with a Filevine Project field will fill automatically with the project you are in. When all fields are filled to your satisfaction, click Send.
Once a Vinesign document has been sent from Filevine, in the Docs section, any document sent via Vinesign will have a Vinesign icon next to it and will be marked with the hashtag “#vinesign-sent.” Once any Vinesign document has been signed, the document’s hashtag will change to “#vinesign-signed.”
Viewing the Signed Document
So long as the sent document is associated with a project in Filevine, the signed document will appear attached to a note in that project's activity feed.
Additionally, the signed document will appear in the Doc section of the project. The signed document will be named with the Vinesign document name you chose.