Connecting Worksorted

Steps to connect Worksorted with your Annature account

To connect Worksorted, go to Settings and click Integrations.

Next, Click Connect under Worksorted.

After clicking Connect, you will be directed to the Worksorted sign-in page. Enter your Worksorted login details then click Login to continue.

Verify Worksorted has been connected via the Integrations page in settings.

Pressing configure, you can enable/disable the Worksorted integration dashboard, and also share it with a specific group.

Once connected and the integration dashboard enabled, Worksorted will be added to the dashboard's left-hand menu.

This is where you can access all your Worksorted clients and view any envelopes associated with them.

Keep in mind: Integrations can only be set up/linked by the organisation owner.

Learn more about Annature roles here.