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Penneo Integration

Activate the Penneo integration.

  1. Go to Settings from the main menu.

    settings-en.png

  2. Navigate to Integrations+Applications.

    applications-integrations-en.png

  3. Find Penneo and click Activate.

    penneo-activate-en.png

  4. In the new window, enter the API credentials from Penneo and click Activate.

    penneo-signin-en.png

  5. Add template(s). When creating a template: choose a title, select the areas: choose a title, select the areas where it should be available (Candidate, Onboarding, and Employee).

    penneo1.png
    penneo2.png

  6. Create the email message: set the subject and compose the message, using keywords if needed.

    penneo3.png

  7. Configure signers: Select signers, choose whether recipients sign sequentially or in parallel, decide if signers can be edited before sending.

    penneo4.png

  8. Set Access control to select individuals to include.

    penneo5.png

  9. Click Save to complete activation.

    penneo6.png

The integration is now activated and you can start sending documents for digital signing. Templates can be modified or added later by clicking on the Activated button.

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