SignWell

ConveYour integrates with SignWell, allowing learners to complete agreements directly within their learner portal. Setting up the integration is quick and straightforward. Follow these steps:

1. Set up or log in to your SignWell Account.

2. In SignWell, retrieve your API Key.

3. In ConveYour, navigate to Main Menu > Settings > Integrations > SignWell and enter your API Key.

4. Back in SignWell, create a new Template.

5. Upload the document you need signed and add any necessary fields for learners to add information.

6. Each field in your SignWell template has an API ID. These must match the metadata placeholders in ConveYour.

7. Copy the Template ID from the last section of your SignWell template URL.

8. Paste it into the Template ID metadata placeholder in ConveYour (left-hand side column).

9. Enter the button text exactly as it appears in SignWell.

10. Keep "test_mode" set to true while testing your setup. Change it to false once you're done making edits.

11. Add metadata for any additional fields you need to inject into ConveYour from the signed document.

Check out our blog post to see the user's SignWell experience!