Assently is a premium solution for e-signatures. Manage, send, sign and store any document, on any device at any time via Assently Web Office or API. Sign with E-Identification, Touch or SMS. Multiple different E-ID providers are supported.

What you can do with Assently in Upsales

Send documents for e-signing from Upsales, keep track of document statuses, and automatically move opportunity stages when the document is signed.

Who should use Assently

Anyone whose role involves using Upsales for their business and needs to get documents or agreements signed and saved securely.

Assently is an external app – it's not owned or supported by us. For queries relating to your Assently account please visit https://support.assently.com

This article covers:

Setting up Assently

• Account registration
• Getting credentials
• Preparing templates
• Activating Assently

Using Assently

• How to cancel/revoke an E-sign in Upsales
• How to send a document for e-signing
• How to send e-sign documents from opportunities

• How to track documents sent for e-signing

Setting up Assently

Account registration

1. You need an Assently E-sign account with API write access (to set this up contact support@assently.com)

Getting credentials

1. Open Assently 
2. Click Profile menu → Account settings:
   
   
   
   
3. Click API:
   
   
   
   
4. Click Enable API Access on your user agent:
   
   
   
   
5. Make a note of the API key (keep it somewhere secure):
   
   

Preparing templates

Documents sent from Upsales for signing are based on templates. Here's how to prepare a template:

1. Open Assently and click Templates in the menu:
   
   
   
   
2. Click Create template:
   
   
   
   
3. Click Remove party:
   
   
   
   
4. Leave the template without a document (don't click Select a document for signing):
   
   
   
   
5. Save the template with a name (you'll need this name later):
   
   

Activating Assently

1. Click Settings → App directory:
   
   
   
   
2. Click Assently E-Sign:
   
   
   
   
3. Click Activate → Accept terms:
   
   
   
   
4. Enter the API key you copied from the 'getting credentials' stage:
   
   
   
   
5. You're now ready to create E-Signs from Upsales!

Using Assently

How to send a document for e-signing

1. Click Sales & CRM → E-sign:
   
   
   
   
2. Click New E-sign:
   
   
   
   
3. Choose the company you want to send the document to:
   
   
   
   
4. Click Assently E-Sign:
   
   
   
   
5. Choose the recipient:
   
   
   
   
6. Choose the template:
   
   
   
   
7. Click to upload a PDF of the document that requires an electronic signature:
   
   
   
   
8. Click Confirm & send:
   
   
   
   
9. Click Send:
   
   
   
   
10. The document has now been sent – click Close:
    
    
    
    

How to track documents sent for e-signing

1. Click Sales & CRM → E-sign:
   
   
   
   
2. This shows an overview:
   
   
   
   
3. Under the Status column you can see:
   - Waiting for sign: Document has been sent
   - Everyone has signed: All recipients have signed and a receipt has been generated
   - Cancelled: Document has been recalled or has expired in Assently 
   - Rejected: At least one recipient has rejected the document. Visit Assently to view the reason 
   
   

How to send e-sign documents from opportunities

1. Click Sales & CRM → Sales board:
   
   
   
   
2. Create an opportunity or open an existing opportunity
3. Scroll down and click Send E-sign:
   
   
   
   
4. Choose Assently
5. (optional) Tick to switch opportunity stage if signed:
   
   
   
   
6. If you tick the box, the opportunity automatically moves to Won when electronically signed:
   
   
   
   

How to download an e-signed document

1. Click Sales & CRM → E-sign:
   
   
   
   
2. Click the filename:
   
   
   
   
3. This downloads the document to your device
   
   

How to cancel/revoke an E-sign in Upsales

1. Click Sales & CRM → E-sign:
   
   
2. Click the document you want to cancel/revoke:
   
   
   
   
3. Click Revoke e-sign:
   
   
   
   
4. Now click the e-sign and it will display E-sign was cancelled:
   
   
   
   
5. In Upsales, the status will show as Cancelled:
   
   
   
   
6. In Assently the document will now show as a Draft: