Connecting EventWorks to Signable: A Step-by-Step Guide

Introduction

This document will guide you through the process of connecting your EventWorks account to Signable. By linking these two platforms, you can streamline your document signing process, making it easier to manage and track signed documents. Follow the steps below to obtain your API key from Signable and enter it into the EventWorks integration settings.

Steps to Connect EventWorks to Signable

Step 1: Obtain Your Signable API Key

Log in to Signable
- Open your web browser and go to the Signable website.
- Log in using your Signable account credentials.

Navigate to the API Key Section
- Once logged in, click on your profile icon or account settings, typically found in the top-right corner of the dashboard.
- In the dropdown menu, select "Company Settings".
- Select the "API & Webhooks" tab.

Generate or Retrieve Your API Key
- If you haven't generated an API key before, you will see an option to create or generate a new API key. Click "Add API Key".
- Click "Show Key" to reveal your API key. Copy the API key to your clipboard. Ensure that you keep this key secure, as it grants access to your Signable account.

Step 2: Enter Your API Key in EventWorks

Log in to EventWorks
- Open your web browser and go to the EventWorks website.
- Log in using your EventWorks account credentials.

Navigate to Integration Settings
- Once logged in, go to the settings menu (the cog icon, at the top of the page) and select "Integrations."

Connect to Signable
- In the integrations settings, locate the Signable integration option.
- Click on the "Connect" button next to Signable.

Enter Your API Key
- A prompt will appear asking for your Signable API key. Paste the API key you copied from Signable into the provided field.
- Click "Connect" to complete the integration.

Step 3: Set up your Documents

Add the signature variables to your documents
- The signature variables can be found here. These should be included in your document where you would like the recipient's signature to appear.

Test the Integration
- To ensure everything is working correctly, try sending a document for signature through EventWorks.
- From the Documents tab in an event, create a new document by selecting a template or uploading a new document that includes your signature variables.
- Click "Request Signatures"
- Enter the names and email addresses of each recipient and click "Request Signatures".
- Signable will then process the document and request signatures from each recipient. The status of the document in EventWorks will indicate whether or not the document has been signed by all recipients.

Troubleshooting Tips

- Invalid API Key: If you receive an error stating that your API key is invalid, double-check that you have copied the entire key correctly without any extra spaces or characters.
- Connection Issues: If the integration fails to connect, ensure that your internet connection is stable and try again. Additionally, verify that your Signable account is active and that you have the necessary permissions to generate and use API keys.
- Support: If you encounter any issues that you cannot resolve, contact EventWorks support or Signable support for further assistance.

Conclusion

By following these steps, you can easily connect your EventWorks account to Signable, streamlining your document signing process and enhancing your workflow efficiency. If you have any questions or need additional help, please reach out to our support team.

Updated on: 18/07/2024