Integrating Lumin with Zendesk - Sell

Lumin integration app helps user upload documents and send to signers without opening Lumin and other apps. Beside, the app shows the latest updated contracts status and keep documents organized

• Installing the Lumin app
• How to use Lumin in Zendesk - Sell
• View document

Installing the Lumin app

1. Head to the Zendesk Sell Marketplace. 
2. Search Lumin. 
3. Then, click Install.
4. Confirm permissions by selecting the account or workspace in which you want to install the app.
5. Then, click Sign in with Lumin.
6. Sign in using your Lumin account credentials. 
7. Click Allow access.
8. Finally, click Install.

How to use Lumin in Zendesk - Sell

1. Select a lead, contact, or deal.
2. Click on the Upload Document button.
3. Drag and drop your file in the upload field or click the Upload button.
4. Prepare the document: 
   1. Select a due date
   2. Add the signer(s) and/or viewer(s)
5. Then, click Send to dispatch the document for signatures.

View document

To view the document, go back to the contact detail page and click Refresh  to get the latest document and their status.