The following is a guide to activating the Penneo integration.
Penneo
1. Go to "Settings" in the main menu
2. Go to "Integrations" > "Applications". Find Penneo and click "Activate"
2.1. In the next window that opens, enter the API credentials from Penneo and then click "Activate".
2.2. Next, add the template(s) highlighted below:
2.3. When filling in the template, choose a title and in which areas of the platform the template should be available ('Candidate', 'Onboarding', 'Employee').
2.4. Then, create the e-mail message. Here you have to choose a subject and fill in the message (you can use keywords in the message).
2.5. The next step is to select signers:
- choose which signers to associate
- choose whether the recipient should sign one by one (in the specified order)
- choose whether signers can be changed before sending the documents
2.6. Next, set up the access for this template. In other words, which departments, users and roles should have access to the template.
3. Finish by clicking "Save".
The integration is now activated. You can start sending documents to be signed digitally.
Please note that templates can be modified/added afterwards by clicking on "Activated".