The connection between Assently and Tagd uses your Tagd inbox email address.
You can find this address on the Tagd start page, in the top right corner.
Log in to Tagd.
On the start page, locate your inbox email address in the right-hand corner.
Copy this email address — you’ll need it in the next step.
It’s recommended to use templates in Assently for this workflow, since sending documents for signing is a repetitive task.
Switch to your Assently e-sign account.
Go to Templates and click Create New Template.
Configure all the desired settings for your signing process (signing order, reminders, etc.).
In the template settings, scroll to the bottom of the page.
Find the section called Stakeholders.
Click Add Stakeholder.
Paste the Tagd inbox email address you copied earlier.
Make sure to enable “Attach signed document”.
Click Save.
Now every time this template is used, a copy of the signed contract will automatically be sent to your Tagd inbox.
Create a new case in Assently.
Select the document you want to send for signing.
Add the signing party (recipient).
Click Send for signing.
Once the document is signed:
A copy of the signed file is automatically sent to your Tagd inbox email.
Tagged receives and analyzes the document.
You can verify the import by checking that the source is listed as Email in Tagd.
Your Assently and Tagd integration is now active.
All future signed contracts sent through this Assently template will automatically appear in Tagd for analysis and management.