ShareFile

RightSignature - Podio Integration

October 17, 2024

Contributed by:

Make all of your Podio contacts available for document signing, send your Podio documents for e-signature from inside RightSignature, and send a pdf of completed documents to a specific folder in your Podio account.

Contacts Sending Archiving

RS Podio 1

To enable any or all of the Podio integrations, navigate to Account > Integrations > Podio (chose one of the three) > On > Grant Access. Access will only need to be granted for the first one selected - the other two can simply be turned On afterward.

RS Podio 2

Contacts

On the Add Signers page when sending a document, start to type the signer’s Name so contacts from Podio can populate and be selected.

RS Podio 3

Sending

To send a Podio document go to Start Document > Send for Signature > Other Sources > Podio. Documents are listed in reverse chronological order with the most recent at the top. Only the 20 most recent documents from Workspaces that you are an Admin member of will be listed. You can always search for and select older documents, as well as documents from Workspaces you are a Regular member of.

RS Podio 4

Once a document is completed it will only be returned to RightSignature.

Archiving

Archiving will send all completed documents from your user account to Podio.

RS Podio 5

Once a document is completed in RightSignature, it will be located in Podio under your Tasks. The name will reflect the name of the file that was uploaded to RightSignature.

RS Podio 6

You can click on the name to view more details and better organize it amongst your Tasks, for example by adding a Label. Clicking the hyperlinked file name will allow you to download the completed document from within Podio.

RS Podio 7

The official version of this content is in English. Some of the Cloud Software Group documentation content is machine translated for your convenience only. Cloud Software Group has no control over machine-translated content, which may contain errors, inaccuracies or unsuitable language. No warranty of any kind, either expressed or implied, is made as to the accuracy, reliability, suitability, or correctness of any translations made from the English original into any other language, or that your Cloud Software Group product or service conforms to any machine translated content, and any warranty provided under the applicable end user license agreement or terms of service, or any other agreement with Cloud Software Group, that the product or service conforms with any documentation shall not apply to the extent that such documentation has been machine translated. Cloud Software Group will not be held responsible for any damage or issues that may arise from using machine-translated content.

Was this helpful

RightSignature - Podio Integration

October 17, 2024

Contributed by:

October 17, 2024

Contributed by:

RightSignature - Podio Integration

Contacts

Sending

Archiving

In this article