Connect your Catalyst account to Formstack Sign to be able to send documents to customers through Formstack Sign and get them back automatically.
Connect Catalyst account
Step 1: From within your Formstack Sign account (https://admin.formstack.com/login), navigate to Account and My Preferences. Under Integrations, click on connect button for QQCatalyst and follow the prompts.
If you do not see this option available please notify support to turn on the Catalyst integration.
Step 2: Log in to QQCatalyst using your QQCatalyst login information.
Step 3: Give authorization to allow Formstack Sign to connect to your QQCatalyst account.
When you click Yes, you will be taken back to the Formstack Sign website. QQCatalyst is now connected to Formstack Sign.
Send a document to a QQCustomer
To send a document to a QQCustomer, you can either:
- Send the document directly to Formstack Sign from Catalyst via the "e-sign" action, or
- Load any document into Formstack Sign. From the Add Participants screen, click Add Participant. Here, select Search QQ Catalyst and add customers and participants.
The final signed document will be automatically filed back into QQCatalyst under that customer and policy once the document signing has been completed.
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Have any further questions? We’re here to help! Please reach out to support@formstack.com for additional assistance with your use case.
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