SigningHub Preparation

This document provides a step-by-step guide for configuring the integration point for your Enterprise within the SigningHub application.

Requirements

• A SigningHub admin account

Configuration

1. Create an Integration Point:

   • Log in to SigningHub with an admin account.

   • From the profile menu, select Enterprise Settings.

   • From the left menu, select Integrations.

   • Click the Create new integration button.

2. Configure the Application Tab:

   • Specify a suitable Client ID for this integration.

   • Provide the URL for the UnityPortal endpoint under Call-back URL. Use the following template, replacing __unityPortalHostname__ with your actual server name: https://__unityPortalHostname__/chat-sh/iframeDone.html

   • Generate the Client Secret, copy it, and save it to use later when configuring the integration.

3. Configure the Settings Tab:

   • Set the configuration to match the provided screenshot.

4. Configure the Webhooks Tab:

   • Select the following checkboxes:

     • Shared

     • Signed

     • Declined

     • Reviewed

     • Meeting Host

     • Edited

     • Sent a Copy

     • Reminder

     • Recalled

     • Completed

   • Replace __unityPortalHostname__ with the relevant hostname and __customerId__ with the customer's Azure Tenant ID in the following template: https://__unityPortalHostname__/chat-sh/v1/teams/webhook/__customerId__

5. Save the Integration:

   • Ensure the Workflow Completion tab remains untouched.

   • Click Save.

You can now proceed to the Package Installation section.