This guide walks you through setting up firm-level integrations in Unity®

Account Administrators can configure and validate integrations. These options allow your firm to connect, collaborate, and manage digital document signing seamlessly within Unity.

Access Firm-Level Integration Credentials

From the Administration/Settings page, click Integration Credentials.

Administration/Settings Page > Integration Credentials

Vault and Validate Integration Credentials
In the Integration Credentials window, you can vault and validate your firm’s credentials for Zoom, Microsoft Teams, Google Meet, DocuSign, and Syngraffi.

Select the integration service from the list
Click the hyperlink to associate your firm’s credentials. A new browser page will open for you to log in, which validates them.
Click Close.

Integration Credentials Window

Signature Platforms and Appointment Locations Within a Matter

Signature Platforms

In the Matter Opening tab, specify if documents will be signed remotely and digitally.
If set to Yes, the Signature Platform field will appear.
Select DocuSign or Syngrafii from the drop-down menu. Matter > Matter Opening Tab > Signature Platform Field

Appointment Location

In the Matter Opening tab, click Add Appointment to open the New Appointment window.
Use the Location drop-down menu to select the appointment location. Matter > Matter Opening Tab > Add Appointment