Activate the MoveDocs Integration

NOTE: MoveDocs can only be activated by a Firm Administrator. 

• Navigate to the  Icon in the top right corner of your account and select Account Settings.

• Scroll down to Integrations.

• Under MoveDocs, click the Activate button.

• Copy the API key and select Save. Provide the API key to your MoveDocs rep to complete the activation. 

• Select which worker groups should receive notifications from MoveDocs and who should be set as default document reviewers.