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Electronic signature with Yousign beta

Add legal proof to a pact already accepted inside Xoolink, without confusing the two steps.

Two complementary proofs. The Xoolink pact records the pack's consent and commitments. Yousign then signs the legal document. Xoolink sends nothing to Yousign before the internal pact is sealed.

1. Prepare Yousign

  1. In Yousign ↗, open Integrations → API, start the API trial if needed, then create a key in the Sandbox environment.
  2. Create a document template containing named, unique signer placeholders — for example signer_1 and signer_2.
  3. Note the template's UUID and the exact order of its labels. The number of labels must match the number of members positioned in the pack.

2. Connect the organization

  1. In Xoolink, open the lead organization's page, then Admin dashboard → Electronic signature.
  2. Choose the environment, then enter the API key, the template identifier and the labels in order.
  3. Copy the webhook URL and secret immediately. The secret is shown only once.
  4. In Yousign, create a webhook to that URL, use that secret, and subscribe it to signature-request and signer events.
  5. Return to Xoolink and choose Test.

3. Send a pact

Once every positioned member has signed the Xoolink pact and the lead has sealed it, a Yousign block appears in the pack's space. Only the lead can start the send. Xoolink checks the number of signers, their full name and their email address before creating and then activating the request.

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