What’s the best way to integrate this into my existing FileMaker solution?
How you go about integrating the functionality from the fmESignature Link (DocuSign Edition) file is entirely up to you – as the file is completely unlocked you get to go behind the scenes to learn how to send document signing requests and then recreate that in your existing FileMaker solution. Based on feedback from customers there have been three main ways they have approached the integration:
- Linking – this involves using the fmESignature Link file as a ‘interface’ or front-end file to your existing FileMaker file. This is a relatively quick way to get up and running – you relink the table occurrences to reference the matching tables in your existing FileMaker file (e.g. Contacts) and then update the layouts and add any new fields. You also need to update any field references in scripts and create any new value lists. We've put together a 2 part guide to demonstrate step by step how you can link the fmESignature Link file to your existing FileMaker solution and Contacts table and be sending agreements to your Contacts in around 30 minutes. Both guides include companion videos that demonstrate the process using the Claris FileMaker Contacts starter solution.
- Embedding – this is the most complex and time consuming type of integration as it involves recreating the required functionality from the fmESignature Link file in your existing FileMaker solution. Our Getting Started guide covers the high level steps that you need to take and the order in which to complete them. Most of the code can be copied and pasted, however you will need to manually create some relationships, table occurrences and value lists.
If you do decide to use the fmESignature Link file you will have to create and manage any required FileMaker Accounts and Privilege Sets.