ICON
Agency
Notification Service Authentication Code
X
AMS360 WSAPI Credentials
Vertafore AMS360 WSAPI login credentials.
Not connected
AMS360 EMS Credentials
Vertafore AMS360 EMS API key.
Not connected
Branches
Use branches to separate clients by office, region, or team.
Branding
Upload your agency logo and icon for white-labeled eSign documents.
Logo
Full logo shown on eSign documents
Drop logo here or click to uploadRecommended: 400x100px
Icon
Square icon for compact displays
Drop icon here or click to uploadRecommended: 200x200px
Supported formats: PNG, JPG, SVG. Max size: 5MB
Task Settings
Tasks past their due date are in the grace period for this many days before becoming overdue. Default: 14 days.
Client Tags
Create tags to organize and categorize clients.
API Keys
Create keys for integrations (Zapier, n8n). Revoke any key to disable access.
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ChatGPT
API Key