> ## Documentation Index
> Fetch the complete documentation index at: https://docs.notfy.ai/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Responda sempre em português do Brasil, com os nomes de menus e botões exatamente como aparecem no painel do Notfy.
> Use somente o que está documentado aqui. Se a documentação não cobrir a pergunta, diga isso e indique a página mais próxima em vez de inventar.
> Funcionalidades podem depender do plano, do segmento da empresa, das permissões do usuário e de integrações ativas: cite essa condição quando a página a mencionar.
> Nunca peça nem repita senhas, tokens ou dados pessoais de clientes.

# Set up ZapSign

> Adjust the ZapSign integration: signer authentication, identity requirements, order and validity, company representative, branding and prospect conversion.

The **ZapSign by Toura** integration defines how signatures work: what identity verification is required, who signs for the company and how the signer's email appears.

## When to use

Before sending the first contract, or to change the default identity verification.

## Before you start

* The company's plan must include digital signatures; without it, ZapSign does not appear as an integration option.
* Only **one** ZapSign integration is allowed per company.

## Set up

**1. Create the integration**

In **Settings → Integrations**, create a new one and choose **ZapSign by Toura**. Save and open the **ZapSign by Toura** tab.

**2. Define the signature settings**

In the **Signature Settings** section, adjust the fields in the table below.

**3. Enter the company representative (optional)**

In **Company Signer**, fill in the legal representative's name, email and phone and the **Company Signature Method**. They are added as a co-signer on all documents and sign through the same flow as the customer, receiving a link. There is no automatic signature.

**4. Set up the flow and branding (optional)**

See the **Workflow Settings**, **Custom Branding (White Label)** and **WhatsApp Message Template** sections.

## Signature settings

| Field | What it is for |
| :- | :- |
| **Default Authentication Mode** | Default identity verification for new documents. |
| **Signer Identity Requirements** | Require CPF, validate CPF (Receita Federal) and require RG. |
| **Selfie Validation Type** | Advanced selfie verification, applied to all documents by default. |
| **Photo Requirements** | Require selfie photo and document photo. |
| **Signature Order** | **Sequential** (one at a time) or **Parallel** (all at once). |
| **Signature Validity (days)** | Time the signer has to sign. |

## Flow, branding and WhatsApp

| Section | What it does |
| :- | :- |
| **Auto-convert Prospect to Customer** | When a prospect signs, creates the customer with their data. If off, conversion is manual. |
| **Target Stage After Conversion** | Funnel stage where the prospect goes after conversion. |
| **Brand Name**, **Brand Logo**, **Primary Color** | Replace ZapSign's default branding in the emails and on the signature page. |
| **Message Template** | Template from your library used when sending the signature link by WhatsApp. |

> [!TIP]
>
> Each document can override the identity verification in the **Advanced Options** step of the sending wizard.

## Frequently asked questions

> [accordion] ZapSign does not appear in the integrations list.
>
> The company may not have a signature quota in the plan, or a ZapSign integration may already exist. Contact support to confirm the plan.

> [accordion] Do I need to enter a ZapSign token?
>
> There is no ZapSign credential field on this screen. If sending fails due to an integration problem, contact support.

## Related pages

> [card] [Send for signature](https://docs.notfy.ai/en/contratos/enviar-para-assinatura.md)
>
> Use these settings in a contract.

> [card] [Contract templates](https://docs.notfy.ai/en/contratos/templates-de-contrato.md)
>
> Create the contract text.


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