Configure Signature Provider - ClickSign

📌 Objective

Learn how to configure the ClickSign electronic signature provider in netLex, quickly and efficiently. 🚀
This article contains the sections:

• What is this feature?
• How to configure ClickSign in netLex
• How to obtain ClickSign data
• Guided tour
• Frequently asked questions

🔍 What is this feature?

The integration with ClickSign allows performing digital signatures directly in netLex, ensuring more agility, security, and traceability in your processes 📄🔐.

 

⚙️ How to configure ClickSign in netLex

To configure it, you must have an Administrator profile in netLex.

1. Access the Settings menu in netLex;
2. Click on Signature;
3. Click on Add provider;
   
   
   
    
4. Select the ClickSign provider and fill in the requested fields 📋
   
   
    

🔁 Important: it will be necessary to exchange information with ClickSign to complete the configuration.

 

📥 How to obtain ClickSign data:

1. Access https://app.clicksign.com
2. In the side menu, click on Settings
   
   
    
3. Go to the API tab
   
   
    
4. In the Access Token section, click on Generate access token
   
   
5. Define a name and confirm:
   
   
    
6. Copy the generated code and insert it into netLex 🔑
   
   

📅 Deadline for signing the document

  7. Enter a number between 1 and 90 (days). If you leave the field empty or enter 0, the default of 30 days will be applied.

🌐 Configuring Webhooks

8. In the same API tab, go to Webhooks and click on Add Webhook ➕
   
9. Insert the URL provided by netLex and click to create.
   
   
10. Once created, copy the generated HMAC Secret and paste it into netLex 🧩
    
    

🧭 Guided tour

  Want to visualize all of this with guided clicks? Click on "Start" ⬇️
 

❓ Frequently asked questions

• Can I use an account that is not an admin?
  No, configuration is only possible with an administrator profile in netLex.
   
• Is it possible to integrate more than one ClickSign account?
  Yes! Just repeat the process and add a new provider 🔁.
   
• I lost my token. What now?
  You can generate a new one under ClickSign's API tab 😉.