AdminPulse and Penneo Sign Integration Overview

Connecting AdminPulse and Penneo

Follow these steps to establish the integration within AdminPulse:

1. Log into AdminPulse.
2. Click on the gear icon located in the upper right corner.
3. Click on Connected Apps.

4. Search for Penneo.
5. Press the blue Connect button to activate the Penneo integration.

6. Enter the required API keys. For more information regarding your credentials, refer to the article: API Key Management

Configuring AdminPulse and Penneo integration settings

Once connected, you can configure several operational options for the integration:

• Choose a Penneo Folder from your Penneo archive to store all finalized case files sent from AdminPulse.
• Define a reminder interval for pending signature requests.
• Enable notifications via email for status updates on sent case files, such as finalization alerts.
• Specify if you wish to use Simple Electronic Signature (SES) as your primary signature method.
• Enable the Add signed annual account documents to AdminPulse (Silverfin) option to automatically save case files sent via Silverfin into AdminPulse.
• Enable the Add other signed documents to AdminPulse option to save case files that were manually sent via Penneo back into AdminPulse.
• Click Save to finalize and activate the integration settings.

Additional technical details on setting up the integration can be found in the AdminPulse documentation.

Creating relationships and documents in AdminPulse

To send signature requests, you must first ensure your records are correctly set up in AdminPulse:

• Create new relationships using the New Relation option.

• Ensure the company profile has at least one associated contact person before attempting to send documents.

• To generate a document for signature, navigate to the relevant relationship, click Letters, and then click the Generate Document button. You can draft multiple letters within this interface to be sent for signing.

Sending signature requests from AdminPulse

AdminPulse supports both single and batch signature requests through the Penneo integration:

• To send a single letter for signature, click More Actions on the right side of the document and select Send Signature Request.

• To send multiple letters at once, select the documents using the checkboxes on the left. In the Batch operations menu on the right, select Send signature request.

• Before finalizing the request, choose one or more signers by selecting an employee or client from the list.

Configuring email templates in AdminPulse

Set up customized email templates for your Penneo signature requests within AdminPulse:

1. Click the gear icon at the top right and navigate to Mail Templates.

2. Click + Add in the upper right corner to create a new template.

3. Select that the template is for a Digital Signature.
4. Use AdminPulse input fields to populate document and recipient data.
5. You must include the input field {link} in the template; otherwise, the signature request email will not contain the required signature link.

Setting up email signatures in Penneo

Email signatures must be configured directly within the Penneo platform. This setup is performed once at the company level by account administrators. For detailed instructions on creating your email signature, refer to this guide: How to set up your email signature in Penneo.

AdminPulse and Penneo integration support

For further questions regarding the AdminPulse and Penneo integration, contact the Penneo Support team. 

Here is the link on how to contact Penneo support.