To integrate Formstack with your Momentum AMS account, follow these steps:
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From your agency menu, click on "Profile" or "Agency Profile" if you are signed into an agent account.
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2. Click on the green "Configure API" button located just below your agency menu
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3. Scroll down to the "FormStack Settings" field, enter your Formstack username and password, and then click on the blue "Update" button. Your accounts are now linked!
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To use the Formstack integration, follow these steps:
1. Navigate to a client's "Details" page
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2. Send a file/form. You will see a checkbox to select "FormStack" when sending files out.
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Once you click on "Send File," you will be greeted by a Formstack log-in page where you can enter your Formstack credentials.
If the file(s)/form(s) was sent successfully, you will see this message appear at the bottom of the page, and you will be able to click into your Formstack portal:
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Once everything is completed and the document is sent out, you will be able to view/download document details from the "e-Signed Docs" page found in the insured's "Details" page under the "Documents" tab.
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If you prefer a video: