This article helps you activate the integration to Penneo.
1. Go to Settings > Integrations
2. Find Penneo and click "Activate"
3. Input API credentials and click "Activate"
4. Add template(s)
5. Fill out the template and click "Save"
- Input title
- Choose where the template should be available (Candidate, Onboarding, Employee)
- Fill out the message (Keywords can be used)
- Choose which signers should be added
- Choose if the signers should sign one by one (in the above order)
- Choose if the signers can be changed before sending the document
- Choose which departments that should have access to this template
- Choose which users should have access to this template
- Choose which roles should have access to this template
6. The integration is now activated and you can start sending documents for digital signing
Please note that templates can be edited/added subsequently by clicking on "Activated".