Overview: The Active Documents - Annature e-Signature integration allows users to send documents straight from Active for e-signature through Annature, track their status as they're signed, and find the signed copies back in the client's Documents once complete.
Prerequisites
The firm needs an Annature account. If your firm doesn't have one yet, sign up at Annature before connecting the integration.
Connecting the integration is done once per firm by a user with access to the Admin Centre.
Note: To set up this integration in Active, users need to have administrative access to both systems. Once an administrator has finished setting up, the integration becomes available for all users with access to a client's documents to send for signature.
Setup
To set up the Active Documents - Annature integration, follow these steps:
1. Log in to the Active homepage and navigate to Admin Centre by clicking on your username.
2. In the Admin Centre, under the Firm banner, select Integrations.
3. Locate the Annature tile and select Configure.
4. This will open the Annature connection page with setup instructions:
5. To obtain the information required above for integration set up, in Annature, navigate to Keys, select Create, and name the key 'Active Documents'. Copy the Id and API Key/Secret that Annature generates.
6. Return to Active and paste these into the Id and Key fields and click Save Credentials.
Note: If your Annature login has access to more than one Annature account, Active will ask you to choose which account to connect before finishing setup.
Once connected, the Integrations list shows Annature as Connected, and firms with multiple offices can restrict which offices are allowed to send through Annature via the Applicable Offices setting on the Annature configuration page. The default set is All offices.
Send documents for e-signature
Once the integration with Annature is connected, to start sending documents for signature, navigate to the Clients and select or search for the client you want to send documents for.
In the client's page, click on the Documents tab and Client Documents sub-tab to access the client's list of documents.
Select the checkbox next to one or more documents you want to send for signature. Once ready to send, click on Send for Signature.
A Send for Signature pop-up will display for you to populate the details.
Field | What it does |
Sending via | Confirms the connected e-signature provider. |
Envelope Name | Pre-filled from the document name(s) selected. Editable, this is the name your client and your firm will see for this signing request. |
Message | An optional note included for the recipient(s). |
Send to | Choose a contact for the client. If the client has no saved contacts yet, this is where you'd add one first. |
Document list | Shows every document included in the envelope, with the option to Add more documents to the same envelope. |
What happens next | An expandable summary explaining the signing steps to come |
You have three options at the bottom of the panel:
Cancel will close the modal without sending.
Save Envelope will save your setup as a draft to come back to later, without sending it yet.
Send for Signature will continue on to Annature to finish setting up and send the envelope.
Complete setting up the envelope in Annature
Selecting Send for Signature hands the envelope off to Annature, which opens in a new browser tab. This is where you will need to:
Confirm or enter the signing party's email address (and add any additional signers, if required).
Drag and drop signature fields into the correct locations in the document.
Review the envelope and send it from within Annature.
Note: This step happens inside Annature's own interface, not Active. Active hands over the document and recipient details you entered, but field placement and the final send action are completed in Annature.
Tracking envelope signing progress in Active Documents
Once you return to Active, you can track the progress by navigating to the Documents tab and clicking the Envelopes sub-tab for that client.
Envelope status
The status applied on an envelope indicates the current stage of signing for the document. There are three different statuses available for an Envelope:
Status | Meaning |
Draft | The envelope has been created in Active but hasn't been sent from Annature yet. Action available: Send for Signature. |
Sent for Signature | The envelope has been sent and is awaiting the recipient's signature. Action available: View in Annature. |
Signed | All parties have signed. The signed copies are now available in Active. |
Document copies
Active maintains a clear record of every version of the document throughout the signing process. Each document sent for signature ends up with:
Original is the document as it was before sending, unchanged.
Sent Copy is a locked copy of exactly what was sent to Annature.
Signed Copy is the fully executed document returned by Annature once all parties have signed, named with a _signed suffix.
Finding your signed documents in Active Documents
Once an envelope is fully signed, navigate to the Documents tab, and click Client Documents to see the client's full list of documents.
Signed documents will appear as a group showing all related files, with an overall status of Signed:
FAQ
Can I send more than one document in the same envelope?
Yes. Select multiple documents before choosing Send for Signature, or use Add more documents inside the Send for Signature panel.
What if the client doesn't have a saved contact yet?
The Send to field will show "This client has no contacts yet." Add a contact for the client first, then return to send the document for signature.
Can I edit an envelope after saving it as a draft?
Envelopes saved with Save Envelope appear in the Envelopes tab with a Draft status, from which you can pick up and select Send for Signature when ready.
Do I need an Annature login to send documents?
Yes, a valid Annature login or credentials are required to send documents.
Can I restrict which offices are allowed to use Annature?
Yes, the Applicable Offices setting on the Annature configuration page controls this and can be set to All offices or specific offices.
Still need help? Contact your Business Fitness support team via the Help Centre.