Syngency

Syngency Sign - Video Guides

Connecting your Agency account to Syngency Sign.

Getting started with Syngency Sign

Before you can start sending Sign documents, you'll need to create a template for them.

Creating a template in Syngency Sign

Before you can start sending Sign documents from Syngency, you first need to load and configure them in Settings.

Configuring your Sign templates in Syngency

Sign provides a quick and easy interface for adding fields to your uploaded documents before sending them.

Editing an uploaded document

Once you have your Sign templates configured in Settings, you can send Sign documents from any booking, talent or contact profile.

Sending a Sign document from Syngency

Syngency Sign can embed signature fields in your existing deal memo template, so they can be signed by clients quickly and easily.

Sending a signable deal memo from Syngency

Martin Riggs

How Syngency Sign works with Syngency, and how to create document templates and send documents.

Syngency Sign

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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