Integrate Lead Docket with Vinesign, enabling you to text or email important documents to your leads within Lead Docket.
Vinesign and Integration Setup
To set up a Vinesign account and a Vinesign/Lead Docket integration, reach out to Filevine’s chat support at email@example.com. In the email, include the information for the user who will be the account Admin. Once you have opened a Vinesign account, the Admin can follow the steps in Set Up Vinesign to add users and adjust settings.
Sending a Vinesign document through Lead Docket, or sending Lead Docket documents to Vinesign, can be made easier with merge codes. Learn more about using merge codes for Vinesign.
Any documents in the lead can be sent to Vinesign, where they are made into a template and can be sent to recipients for signing and filling.
To send a document, go to the Documents tab of the lead you’d like to send for. Under the Generated Documents section, click on the Vinesign button to the right of the file. Under the Files section, click on the “V” icon to the left of the file.
Once you’ve clicked the Vinesign button, you will be taken to the Create page of Vinesign, with the sent document selected. Here, you can add additional templates and documents as usual. If you added special Vinesign merge codes, these codes will automatically be added as Vinesign fields within the document. Learn more about Vinesign merge codes.
Additionally, on the Send Vinesign screen, you can search and select Lead Docket contacts as recipients from within Vinesign.
Send Templates via Vinesign
Once you have integrated, Vinesign templates can be pulled into Lead Docket, where they can be sent to recipients for signing, with Lead Docket information automatically pulled in via merge codes.
To send a document through Vinesign, go to the Documents tab of the lead you’d like to send for and click Send Documents via Vinesign.
In the opened modal, select the desired templates. If choosing multiple templates, you may only select templates with the same number of signers. The order in which you select the templates will be the order in which they appear to signers. The template’s order number is marked to the right. Once you’ve selected all desired templates, click Continue.
After clicking Continue, you can choose whether to send the document via email or via text. You can also choose additional levels of authentication. Require gesture authentication requires a recipient to authenticate via a photo. Expire in 24 hours will make the link expire 24 hours after sending.
Once the signer and authentication have been selected, click Send.
When the document has been sent, it will appear in the “Electronic Signature Documents” section with the status “Sent” and date and time of sending.
When the recipient views the document, the status will change to “In Progress.” When the recipient signs the document, the status will change to “Signed” and the signed document will appear at the bottom of the documents tab page.
Once the document has been signed, a new message will also appear on the Intake Dashboard from that lead, letting you know that the document has been signed.
Once Vinesign and Lead Docket have been integrated, those on the task list will automatically be assigned the task of sending the document for electronic signature through Vinesign, depending on the status of the lead and signup.