Easily integrate your Formsack Sign account with Eclipse. Here's how!
Step 1: Login to Eclipse and then go to ‘Setup’ and ‘User Preferences’:
Step 2: Scroll down to ‘Other Settings’ and set ‘Document Signing Provider’ to ‘Formstack Sign’ and enter the ‘Document Signing Email Account’ with the appropriate email address:
Setup complete!
Using Formstack Sign integration
To utilize, create an ACORD form within the Eclipse software. Do so by going into the ‘Acord List’ (where previously created forms are saved. Next, click the row header next to the form you want to send out for e-sign and then click ‘Send for Signing’.
At this point it fires off the Formstack service, automatically importing the form and contact name/email:
If you have any questions or experience technical difficulties, please contact the Eclipse Support Team.