The Weagree Wizard’s Smashdocs integration allows the user to export a contract created in the Weagree Wizard (using all contract automation features, including the internal-communication options) to Smashdocs. Within Smashdocs, the contract is automatically picked up and the parties can negotiate from there.
Smashdocs integration and be enabled and configured as follows:
1. First, ensure that API integrations are enabled. If you open the Configuration Weagree Wizard item on the Administrator page, and no subitem API integrations appears in the list on the left, they are currently disabled. In that case, open the subitem Key functionalities. On the main part of the screen, move the API integrations slider to the right (i.e. “ON”) position and click Save.
2. Open the API integrations subitem (that has now appeared).
3. Click on Smashdocs in the plugin list.
4. The plugin’s settings will be displayed on the right:
a. Set the top switch to the “ON” position to activate Smashdocs integration. After activation, a grey checkmark will appear in the plugin list’s right column.
b. Set the second switch to the “ON” position to activate the functionality for exporting documents from the Weagree Wizard to Smashdocs (other APIs may have multiple, independent functionalities).
c. Use the Trigger dropdown menu to determine whether document export is always started automatically or manually (allowing the user to decide when this occurs), or whether it will initiate automatically but may also be initiated manually.
d. Insert all required Smashdocs details (if you are unsure about these, please contact your IT department or Smashdocs).
5. Click Save.
