Audience: System Administrator
Overview
Contract Eagle integrates with Secured Signing to streamline your electronic signature workflows. This integration allows you to send documents for signing directly from within the platform, ensuring a secure, efficient, and paperless process.
System Administrators can follow this guide to enable and configure the integration, making it easy for users to start sending contracts for signature.
By the end of this article, you’ll understand:
how to enable and configure the Secured Signing integration,
what information and credentials are required,
how to ensure your contract types are set up for electronic signing.
This article covers processes in both Contract Eagle and Secured Signing. We will update this article whenever our product changes but we may not have captured recent changes to Secured Signing's screens or processes. Please bear that in mind as you follow this guide.
Electronic Signing Integration is set up in the Settings > Electronic Signing menu. We recommend you have the Electronic Signing Configuration page open in one browser window and use another window to log in to your Secured Signing account. You will be copying and pasting information between the two windows.
Step-by-Step guide
1. In one browser tab or window, log into Contract Eagle and go to Settings > Electronic Signing.
2. Create a new Electronic Signing Account via the "Add new..." button.
3. Complete the following fields:
Provider - Select the electronic signing provider - Secured Signing
Account Title - Enter a title for this account. This will be displayed to users when selecting a signing account.
Account Description - Optional field to describe the account in more detail (e.g., its intended purpose or restrictions).
Account Tag - A unique code for the account, used for reference on Custom Forms. This value will normally be set by Contract Eagle when configuring a Form. Changing this value may impact existing Custom Forms - please contact us at [email protected] if unsure.
Business Unit - Optionally restrict this account to a specific business unit.
If blank, any user with contract signing permission can use the account.
If set, only users with signing permission in the selected business unit can use the account.
4. Click the “Next” button to configure the electronic signing integration.
5. In another browser tab, log in to your company’s Secured Signing account at https://www.securedsigning.com and go to My Account > My Settings > API Settings > Developer Settings.
6. Click the Add Api Key button.
7. Give the new API key a name, e.g. “Contract Eagle”.
8. Highlight and copy the API key.
9. Go into Contract Eagle and paste the API key into the API Key field.
10. Staying in Contract Eagle, copy the “Access UrI” link.
11. Go back into Secured Signing and paste the Access URI in the "Add Url" field as shown below, and click the plus button to add:
12. Staying in Secured Signing, highlight and copy the contents of the "Secret" field.
13. Click the Update Api Settings button
14. Go back into Contract Eagle and paste the text of the Secret into the "Secret" field. Tab or click somewhere outside the field to enable the Authorize button underneath.
15. Click Authorize Secure Signing.
16. A Secured Signing window will pop up (make sure your browser isn’t blocking this), prompting you to log into your account.
17. After logging in, you will see a Secured Signing authorization screen, as below. Click Authorize.
Secured Signing is now authorized for use within Contract Eagle.
Configure Contract Types and Signing Status
To complete your setup, a Power User needs to add Secured Signing to each contract type requiring electronic signing.
If you wish, you may also set up a contract status to track your contracts' signing workflow.