Instructions on how to integrate Stavvy with your eOriginal account
Connecting your Stavvy Account to eOriginal
To use this integration, you will first need an account with eOriginal. For more information, contact eOriginal
1. Settings > Integrations > eOriginal
2. Enter the Username, Organization Name, and API Key associated with the customer’s eOriginal account
- Note: Entering a transaction type is optional, but recommended as it makes finding/searching for eNotes in your eVault easier
3. Select the “Connect” button, successful integrations will have a green Connected banner
Settings to adjust within eOriginal:
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Add all permissions to the API user we are using for the integration
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Preferences > Vault Administration > API Users
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Need to API user with all states to container permissions
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Preferences > Vault Administration > Container Permissions > Default Container Permissions
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Add in custom fields for PropertyAddress and StavvyID (field should be global, text and auditable)
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Preferences > Vault Administration > Custom Fields
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- Add the following status if they doesn’t exist (all transaction scope): Package Prepared, Redraw In-Progress, Redraw Prepared
- Preferences > Vault Administration > Status Values
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