This article provides more information on setting up the integration, using it and setting up email templates and email signatures.
Following topics are discussed here:
- Setting up the integration
- Sending a signature request
- Setting up email templates
- Setting up email signatures
Setting up the integration
To enable integration between AdminPulse and Penneo:
- Log into AdminPulse
- Click on the gear icon in the upper right corner
- Click on Connected Apps
- Search for Penneo
- Press the blue Connect button to activate the integration
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Enter the API keys (You can find more information regarding your API keys in this article: How to activate, find, and create API keys)
- You can now indicate several options:
- Choose a Penneo Folder from the Penneo archive in which you wish to store all finalised case files sent from AdminPulse in Penneo
- Choose a reminder interval
- Indicate whether you wish to receive notifications via email about the case files you send (e.g., finalisation emails)
- Indicate whether you wish to use Simple Electronic Signature as your signature method
- Indicate whether you also wish to save the case files you have sent via Silverfin in AdminPulse by checking the Add signed annual account documents to AdminPulse (Silverfin) option
- Indicate whether you also wish to save the case files you have manually sent via Penneo to AdminPulse by checking the Add other signed documents to AdminPulse option
- Click Save. The integration is now activated.
More details on setting up the integration can be found here.
Sending a signature request
New relationships can be created using the New Relation option.
To send signature requests, the company must have at least one contact person.
Once the company and contact have been created, you can generate a letter and send it for signature. Within the relationship, click Letters, and then click the Generate Document button.
You can then draft multiple letters to be sent out for signature.
One document for signature
To have one letter signed, you should click on More Actions on the right and then select Send Signature Request.
Multiple documents for signature
To have multiple letters signed, you can select the relevant documents on the left by checking the box, and then on the right, under Batch operations, you can select Send signature request.
You can then choose a singer (or several) by selecting an employee or client and sending the letter or letters.
Setting up email templates
Mail template setup in Admin Pulse
Click the gear icon at the top right, then go to Mail Templates.
Then click + Add in the upper right corner.
You can then create the new email template that you wish to use for the documents you wish to send out through Penneo:
- You can select that the template be used for Digital Signature
- You can use the input fields from AdminPulse
- Don't forget to add the input field {link} to this template or your signature requests won't contain a signature link
Setting up email signatures
The email signature should be set up in Penneo and should only be created once, at the company level, by the administrators of your company account. You can follow this article to set up your email signature in Penneo.
For further questions about the Admin Pulse and Penneo integration, please contact our Support team via this link: Contact Penneo Support