Secured Signing – Release Notes

Secured Signing 10.1.12

March 11, 2024

New Features: 1

1. Status Trigger in Secured Signing for Bullhorn – create rules that automatically send a selected template or Form Direct form when the ‘Status’ field of a chosen record is changed

This issue would occur when sending a document in We Sign with a viewer, or when sending an existing Form Filler template with one of these signers.

New Features

Status Trigger in Secured Signing Bullhorn 

The new ‘Status Trigger’ feature in Secured Signing for Bullhorn allows you to further automate your recruitment and signing processes by setting up rules to send selected templates or Form Direct forms when the ‘Status’ field of a chosen record is updated. 

To add or edit a rule, navigate to the Bullhorn menu, open Secured Signing in the Marketplace folder, then go to the ‘Settings’ tab. 

Navigate to your Bullhorn settings:

From here, scroll down to the ‘Status Trigger’ section, where you can find any existing rules you have set up, or add a new rule. To add a new rule, simply click ‘Add a Rule’, specify the desired status change in the first 2 fields, select the template or form this change should send, then click ‘Save Settings’. 

Now that you have created your rule, when the specified status change occurs for a record, the chosen document will be sent for that record.

For a full step-by-step guide for Status Triggers in Secured Signing for Bullhorn with a video, click here.

Secured Signing 10.1.11

March 05, 2024

Bug Fixes: 1

1. Fixed an issue where invitees with ‘Needs to View’ enabled are missing from the invitation workflow when sending a document.

This issue would occur when sending a document in We Sign with a viewer, or when sending an existing Form Filler template with one of these signers.

Secured Signing 10.1.10

February 12, 2024

New Features: 1

1. Admin User Audit Trail Report – view a detailed report of actions taken by admin users in the Enterprise Portal, such as logging in, updating settings, and adding/removing other users

New Features

Admin User Audit Trail

The new ‘Admin User Audit Trail’ report in the Enterprise Portal allows you to generate a detailed report on the actions made by the admin users in your account, and who made them, and when they were made. The actions shown include logging into the portal, updating settings, and adding/removing other users and accounts.

The report will already be enabled in your account, and you can access the report by logging into the Enterprise Portal, navigating to the ‘Reports’page, then selecting Admin User Audit Trail from the ‘Reports’dropdown:

The report will display a list of all actions made in the desired date range, showing the user name and email of the user who performed each action, the date and time at which the action was made, and a description of each action:

Secured Signing 10.1.9

January 22, 2024

New Features: 2

1. Edit the Signing Process in We Sign, Form Filler, and Remote Online Notarization (RON) – edit the signing process for your We Sign, Form Filler, or RON documents after you’ve already sent them out to your invitees to fix any mistakes or make any changes without having to start again

2. Invitee Monitoring Portal – provide your invitees visibility and easy access to all the documents they need to sign in the new Invitee Monitoring Portal

Enhancements: 3

1. Edit All User’s Templates option for Admin Users – enable the new ‘Edit All User’s Templates’ option for Full Permission Admin Users in the Enterprise Portal to allow them to see, send, and edit any user’s templates when they don’t have access to them

2. Meeting Date column for In Progress documents – easily see the scheduled date and time for your RON or Video Signing meeting with this new column

3. Support for Canada in Remote Online Notarization (RON) – official support for Canadian Notaries in our RON platform

New Features

Edit the Signing Process

The new ‘Edit Signing Process’ feature allows you as the sender of the document, to edit almost any part of the signing process after you’ve already sent the document to be signed. This allows you to fix any mistakes you may have made when preparing the document without having to start the process from the beginning. This feature supports We Sign, Form Filler, and Remote Online Notarization (RON)/Video Signing processes.

The ‘Edit Signing Process’ feature is enabled by default, however if you would like to turn it off you can find and disable the ‘Edit Signing Process’ signing at My Account -> My Settings in a Secured Signing account, or Settings -> My Account Settings in the Enterprise Portal.

For Business Accounts:

For Enterprise Accounts:

You can begin editing any We Sign, Form Filler, or RON signing process by navigating to the ‘In Progress’ tab in ‘My Documents’, then clicking the ‘Edit Signing Process’ button in the actions column for the document you’d like to edit.

Edit the Signing Process in We Sign and Form Filler

After clicking the ‘Edit Signing Process’ button for a We Sign document, you will be taken to the designer where you first prepped the document with any signatures and form fields, and a pop-up giving more detail on how to edit the signing process will be displayed.

From here you can make almost any change that you are able to make before sending the document out, including:

  • Add or remove signers
  • Add or remove signatures
  • Update signature settings
  • Add documents
  • Remove documents from a package
  • Change signer settings

Once you have finished making changes in the designer, click ‘Next’ to continue to the invitation workflow, where you can make any changes to the settings here as well, with some exceptions, such as setting up a custom email template for a signer who has already received their invitation email, or changing the settings for a signer who has already completed signing.

When you are done making all the required changes here, you can click the ‘Update/Send’ button to update the signing process. Any signers already on the document can use their existing invitation email to access the document.

Also note that, while editing the signing process, your signers will be able to view the document, but will not be able to sign until you have finished making changes.

You can watch a video on how edit signing process works for WeSign and FormFiller here.

Edit the Signing Process in Remote Online Notarization (RON)

After clicking the ‘Edit Signing Process’ button for a RON signing process, instead of being taken straight to the document, like in We Sign you will first be taken to the RON Setup Wizard, where you will also be shown a pop-up with more detail on editing the RON signing process.

From here you will be taken through the RON wizard, where you will be able to make changes to the following:

  • Add documents.
  • Remove documents from a package.
  • Change authentication settings.
  • Change the scheduled date and time of the meeting.
  • Add/remove signers.
  • Change the venue.
  • Edit the Electronic Notary Journal.

After completing all desired changes in the RON wizard, you will continue to document tagging for further editing, where you can make the same changes as in the We Sign process.

Once you have finished making changes in the designer, click ‘Next’ to continue to the invitation workflow, where you can make your final changes before clicking ‘Update/Send’ to update the signing process. New invitation emails may be sent out, depending on the changes made.

Also note that, like in We Sign, your signers will not be able to sign while you are editing the document.

You can watch a video on how the edit signing process works for RON here.

Invitee Monitoring Portal

The Invitee Monitoring Portal shows your invitees all the documents that they are required to sign, and allows them to access each document all from one place.

This feature is disabled by default, so to allow your invitees to access the Invitee Monitoring Portal, you’ll have to turn on the ‘Enable Invitee Monitoring Portal’ setting. This can be found at My Account -> My Settings in your Secured Signing account, or Settings -> My Account Settings in the Enterprise Portal.

For Business Accounts:

For Enterprise Accounts:

Once this setting is enabled in your account, all your invitees will be able to access the Invitee Monitoring Portal either from a link in the invitation email for any document you’ve invited them to sign, or in the ‘Secure Document Access’ page.

If the invitee does not have a Secured Signing account, and has never registered for the Invitee Monitoring Portal before, they will be taken to the ‘Invitee Monitoring Registration’ page, where they’ll have 2 options to access the portal:

They can enter a password and click ‘Register’, this way they’ll be able to use this password to access the portal again, or they can click ‘Login With One-Time Passcode’.

If the invitee chooses to use a one-time passcode, they will receive an email containing their unique 8 digit code and will have 10 minutes to use it.

Once they enter the passcode, register, or login with their existing password, they will be taken to the Invitee Monitoring Portal, where they can see the details of all documents they have been invited to sign, and a ‘Sign’ button for each document that will take them to the ‘Secure Document Access’ page.

Additionally, if they are required to enter a passcode from the invitation email to access a document, instead of looking through their emails to find the right one, they will simply be able to click ‘Resend email passcode’ which will resend the invitation email for that document.

You can watch a video on how the Invitee Monitoring Portal works here.

Enhancements

Edit All User’s Templates option for Admin Users

A new setting has been added for Admin Users in the Enterprise Portal, ‘Edit All User’s Templates’. This setting allows Admin Users with Full Permissions to see and edit all templates, by every user in your membership. This will allow the Admin User to make any changes to a user’s templates when they aren’t able to access them themselves.

If you’re a new Partner, by default the first Admin User created during the sign-up process will have this setting enabled. However, if you are already a Partner, any Admin User with Full Permissions can easily enable this setting for themselves or other Admin Users with Full Permissions by following the steps below:

Log in to the Enterprise Portal and click the ‘Edit’ button for the Admin User in the ‘Portal Access’ dropdown:

Enable the ‘Edit All User’s Templates’ option then click the ‘Update’ button.

Now, when this user logs in to Secured Signing and goes to the ‘Templates’ tab in ‘My Documents’ they will see and be able to edit all user’s templates:

Meeting Date column for In Progress documents

A ‘Meeting Date’ column has been added to the ‘In Progress’ tab in the ‘My Documents’ page, and to the ‘My Invitations’ page. This column will show the scheduled date and time for your Remote Online Notarization (RON)  and Video Signing Meetings.

How it looks from the In Progress tab:

How it looks from the My Invitations tab:

Support For Canada in Remote Online Notarization (RON)

We have added official support for Canadian Notaries – you can now set up your Notary ID number, and select your Province/Territory and City for you and your signers

If you’re from Canada and navigate to My Account -> My Settings -> Notary and begin the ‘Notary Setup Wizard’ you will be able to enter your Commission ID, and select your Province/Territory and City:

You will also be able to select another Province/Territory and City as your venue when setting up a Remote Online Notarization session:

Finally, select your invitees Province/Territory for the Electronic Notary Journal:

Secured Signing 10.1.8

October 2, 2023

New Features: 2

1. Whiteboarding in RON and Video Signing – open the Whiteboard in a RON or Video Signing session to draw and add shapes, text, and more to your document for easier communication in your signing sessions

2. Page Edit Mode – easily add, remove, or move pages around in your document when preparing to send it out for signing in the We Sign, Form Filler, and RON designers

Enhancements: 1

1. ‘Start Identity Proofing’ button in RON – added a button in RON invitation and reminder emails when a signer is required to complete ID Verification and/or KBA

Bug Fixes: 1

1. ‘Blur a Region’ field transparency – fixed an issue where the blur field could become see through in the designer


New Features

1. Whiteboarding in RON and Video Signing

Using the new Whiteboard in RON and Video Signing allows you to draw and add circles, squares, arrows, and text onto your document with a high level of customizability during your signing session.

Any drawing added onto your document before signing will not be saved onto the document, so if you’d like to brainstorm with your invitees and save the whiteboard for later, you can create a new whiteboard with a blank document or a document of your own after signing is finished. Only Notaries and the Host can draw on the Whiteboard, but invitee’s see what’s happening in real time.

You can enable Whiteboarding in My Account -> My Settings -> Video Signing or Notary in your Secured Signing account, or Settings -> Video Signing in the Enterprise Portal.

Whiteboard Settings Secured Signing - Release Notes - October 2023
Enable Whiteboarding in My Account -> My Settings -> Video Signing or Notary in your Secured Signing account
Whiteboard Settings Secured Signing - Release Notes - October 2023
For Enterprise accounts, go to Settings -> Video Signing in the Enterprise Portal.

Here you can find the ‘Enable Whiteboarding’ setting, and the ‘Invitee Receives Whiteboard Document’ setting, enabling the latter will attach any Whiteboard document used after signing to your invitee’s completion emails.

Whiteboard Settings Secured Signing - Release Notes - October 2023
Enable Whiteboarding and enable the setting to allow invitees to receive the whiteboard document.

Once Whiteboarding is enabled in your account, you can open the Whiteboard in a RON or Video Signing session by simply clicking ‘Open Whiteboard’ to show the Whiteboarding tool bar, allowing you to draw over your document if signing is not yet complete. If signing has been completed, clicking ‘Open Whiteboard’ will instead show you 2 options, ‘Blank Document’, and ‘Add Document’.

Start Identity Proofing Button with Secured Signing
Before Signing, open the whiteboarding tool to draw over your document.
After Signing, open whiteboard will show you 2 options: Blank Document or Add Document.

Clicking ‘Blank Document’ will show you a blank, 1 page document as well as the Whiteboarding tool bar. Clicking ‘Add Document’ will allow you to upload your own document for Whiteboarding instead. Using either of these will save the document, attaching it to the Host’s completion email, the invitee’s completion email if the ‘Invitee Receives Whiteboard Document’ setting is enabled, and allowing you to view and download the document from the ‘Video Signing’ pop-up in the ‘Signed’ folder. This document will also be digitally certified by Secured Signing.

2. Page Edit Mode

Edit Mode for pages in your documents allows you to add more pages, remove pages, and change the order of your pages in the We Sign, Form Filler, and the Notary designers.

This feature is enabled by default, but if you’d like to turn it off, the setting, called ‘Enable Page Edit’, can be found at My Account -> My Settings in your Secured Signing account, or Settings -> My Account Settings in the Enterprise Portal.

‘Enable Page Edit’, can be found at My Account -> My Settings in your Secured Signing account
For Enterprise, go to Settings -> My Account Settings in the Enterprise Portal.

To start editing your document in We Sign, Form Filler, or RON, simply the ‘Edit Mode’ switch. This will allow you to select multiple pages, to move or delete at the same time, move pages around by simply clicking and dragging, add new pages, or remove individual pages.

Enhancements

1. ‘Start Identity Proofing’ button in RON

Now, when you select either KBA, ID Verification, or both for your invitees in a RON session, their invitation emails and reminder emails will have a new, green, ‘Start Identity Proofing’ button to provide a bit more transparency on what page they will land on after clicking a button in their invitation email.

Secured Signing 10.1.7

August 15, 2023

New Features: 1

1. Spanish Translation for Signers in WeSign, Templates, and Remote Online Notarization (RON) – translate the signing process to Spanish for your signers, or allow them to choose their language once they access the document signing process.

Enhancements: None

Bug Fixes: None


New Features

1. Spanish Translation for Signers in WeSign & RON

With the Spanish Translation, you can translate the entire We Sign and RON signing processes to Spanish for signers*, including Notaries and Video Signing Hosts in RON.

You can enable this with the Default Language setting at My Account -> My Settings in your Secured Signing account, or Settings -> My Account Settings in the Enterprise Portal.

how to set up spanish for signer experience in a secured signing business account
You can enable this with the Default Language setting at My Account -> My Settings
For Enterprise accounts, go to Settings -> My Account Settings in the Enterprise Portal.

Here you will find a dropdown with 3 options; English, Español and Invitee Choose.

Select your default language for your invitees within your Secured Signing account.
Within the Enterprise Admin portal, select your default language for your invitees.

The ‘English’ setting keeps the signing process exactly as it was before, completely in English. Choosing ‘Español’ however, will translate the entire signing process instructions to Spanish in We Sign as RON, shown with these indicators in the Invitation Workflow

Finally, if you select the ‘Invitee Choose’ setting, you will be able to choose English or Spanish for individual signers in the Invitation Workflow OR allow signers to change the language themselves in the ‘Secure Document Access’ page and the signing page.

If the invitee can choose their own language, they can do this from the document access or signing page.
document access - invitee choose language - secured signing
Document Access: Invitees can select their language on the top-right.
Signing Page: Invitees can select their language on the top-right.

Secured Signing 10.1.6

June 14, 2023

New Features: 3

1. Text Box & Multi Line Text Box Font Resize – automatically resize font size text as you type to fit into the field; in WeSign, Form Filler and RON signing process.

2. Conditional Logic and Formulas – create templates that show or hide fields based on the signer’s inputs, and create calculations within fields.

3. Bullhorn – Signed Document for Placement save in candidate’s record as well.

Enhancements: 2

1. Video Signing / RON Guests – improvements to the management of guests in RON and Video Signing

2. Blur a Region Field, Redaction – added the option to change the Blur Fields color to black

Bug Fixes: None


New Features

1. Text Box and Multi Line Text Box Resize

Secured Signing’s new Font Resize feature allows your text to dynamically change its font size to fit within a Text Box or Multi-Line Text Box field, with typing being cut off before the font becomes too small.

2. Conditional Logic and Formula Fields

Conditional Logic allows you to create templates that adapt to the signers’ responses, ensuring they are shown only the information and fields that are relevant to them.

The addition of Formula Fields enables you to create rules and calculations within your fields to help automate the signing process and minimize the margin of error.

3. Bullhorn – Signed Document for Placement saved back in Candidate records as well.

In Secured Signing for Bullhorn Settings section tick the box if you want the signed document in placement to be accessible from the candidate records.

Enhancements

1. Video Signing / RON Guest Improvements

Improvements have been made to the management of Guests in RON Sessions and Video Signing.

These include adding or removing Guests in the Invitation Workflow when sending your document, removing or replacing them in the Document Progress pop-up when you’ve already sent your document, and changing your Guest to a Signer when you add their signature in Document Tagging.

2. ‘Blur a Region’ Field in Black – Redaction

This enhancement adds a new setting to the ‘Blur a Region’ Field, allowing you to change the color from white to black.

 

 

 

Secured Signing 10.1.5

December 7, 2022

New Features: 3

1. Snapshot – capture an image of supporting documentation, during the RON session.

2. Notary Queue – the feature allows for jobs to be assigned into a queue, pool of notaries

a. Setting Queues

b. Assign to a Queue

c. Queue Management

3. Add Remove Signatures and Form Fields during a RON Session or Video Signing

Enhancement: 1

1. ID Verification – adjustments to image capture process enhancements

Bug Fixes: None


New Features

1. Snapshot

Often, a notary has the need to collect or capture an image of supporting documentation, credentials, or stipulations during the RON session.

With Secured Signing’s New Snapshot feature, you can capture that image, crop, edit and label on the fly.

2. Notary Queue

The feature allows for jobs to be assigned into a queue, pool of notaries.

Through our innovative technology, the request is immediately processed and assigned to a notary queue where an available notary can proceed with the job and the session invite forwarded to the signer. 

a. Setting Queues

Set unlimited Queues and assign notaries from your account, or enterprise membership. Each Notary can be member of multiple Queues. Any user in the account can assign notarization jobs to any Queue.

b. Assign to a Queue

While setting a RON session you can submit the Job to a queue. The scheduler able to submit to a queue with minimum signer info or complete the entire setting include document tagging.

c. Queue Management

Admin User at account level or Enterprise account at Admin portal has full visibility which job is taken by which Notary and what is the status of the job.

3. Add Remove Signatures and forms fields during Ron Session/ Video Signing 

You can make changes to your documents during your RON session with Secured Signing. These include the ability to add/ remove signature fields, or form fields.

Enhancements

1. ID Verification adjustments to image capture process for iPhone users.

For iPhone users we allow for one attempt of the image capture process before opening main phone’s camera for manual photo capture.

Some of the latest models of iPhone (12,13,14) and latest iOS versions have a loss in resolution quality when attempting image capture for the first time. Now we have implemented a change where only one attempt is taken, try again will open iPhone main camera to achieve best image quality.    

Secured Signing 10.1.4

November 9, 2022

New Features: 4

1. [Bullhorn and Jobadder Integration– Form Filler Templates – Share Templates.

2. [Bullhorn Integration– Notes Management.

3. [Bullhorn Integration] – Choose where signed documents are saved.

4. [Bullhorn Integration– Form Filler Template and Form Direct File Type.

Enhancement: 3

  1. [Form Filler] – Template Management – Sort By Name or Last Change Date.
  2. [Bullhorn Integration] – Enhancements to SSO with Azure AD.
  3. [Bullhorn Integration] Clarifications to Manager Role in Bullhorn.

Bug Fixes: None


New Features 

1. Bullhorn and JobAdder Integration – Form Filler Templates – Share Templates 

Collaboration just got easier with the more ways to share Form Filler templates with other Bullhorn users in your team.

If you are a Secured Signing Admin user, you can now go to your Bullhorn template list, and click the “share” button.

You can then select which user accounts or groups to share the template with.

2. Bullhorn Integration – Notes Management

You now have greater control over which notes are saved into Bullhorn. Within your account settings, you can select save all notes or only ones that you have selected.

3. Bullhorn Integration – Choose where signed documents are saved.

Now, you can choose if you want to save all signed documents back to Bullhorn or you can select based on document, templates, or file type.

You can leverage Secured Signing’s cloud storage integration such as OneDrive, DropBox, Google Drive, or SharePoint.

4. Bullhorn Integration – Form Filler Template and Form Direct File Type

Now, you can setup the file type for documents that are signed using Form Filler or Form Direct. This can be done within your account settings.

Enhancements 

1. Form Filler – Template Management – Sort By Name or Last Change Date.

We have added sort functionality to Templates to help users better manage their templates. You can also sort by how many lines of templates you want to view. Your preferences will be saved for the next time you visit your Template Management list.

2. Bullhorn Integration  – Enhancements to SSO with Azure AD

If you are using SSO with Azure AD, Admin Users can now disconnect it’s organisation’s users without requiring Secured Signing password authentication.

3. Bullhorn Integration – Clarifications to Manager Role in Bullhorn

Someone with a Manager role in Bullhorn is not automatically a Secured Signing Admin user therefore they cannot connect users to our service. To connect and disconnect users of Secured Signing, you must have both, Bullhorn and Secured Signing Admin user privileges.

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For more information please contact us here.


Secured Signing 10.1.3

Sep 29, 2022

New Features: 1

  1. [Needs to View] – a new type of Invitee has been added for Invitees who are required to view the document without signing. This feature is available for We Sign, Notary RON Sessions, Video Signing and Form Filler templates.

Enhancement: 5

  1. [Read Only Form Fields] – Read only fields will no longer have a border and will be skipped when pressing Next.
  2. [JobAdder– New setting to disable saving signed documents back to JobAdder. 
  3. [Signature Template PreviewApplying a Signature Template will move the user to a preview and editing before being sent out to Invitee. 
  4. [Mobile Signing ImprovementsUpdated the mobile experience for users who want to sign using their mobile phones. 
  5. [Document Templates Sort] Templates are now sorted alphabetically by default. Additionally, changes to the sort order for Inbox, Template, In-Progress and Signed view will now persist between logins. 

New Features 

  1. Needs to View  

Key Features 

Needs to View is a new Invitee type that allows you to send a document to invitees who are required to view the document without needing to sign. Needs to View is available for WeSign, Notary RON sessions, Form Filler Templates and Video Signing. 

Security – Senders can assign Needs to View invitees with our existing authentication methods for document access. (I.e., Passcode, KBA, IDV, SMS) 

Flexibility – A mix of both Signer invitees and Needs to View invitees can be invited to a single or package document. In a package, an invitee can be a signer for one document and a Needs to view for another document (but cannot have both roles signer and viewer in the same document).  

How you can use it 

Needs to View is on by default – you can access the setting at My Account -> My Settings 

For Enterprise users, the setting is located Accounts -> My Account Settings 

For more information about Needs to View, please read our updated User Guide here: https://www.securedsigning.com/Help_User_Guide.pdf

Enhancements 

  1. Read Only Form Fields 

Read only form fields will no longer have a border and will be skipped when pressing the Next button 

How you can use it 

You can select Read Only by selecting the form field in Document Editor and checking the check box 

In Document Editor 

In Signing Process 

  1. JobAdder – New Setting 

JobAdder users can configure to not save signed document back to their JobAdder.  

The new setting can filter what type of document is not saved – either for all documents, JobAdder File Type, Document Template or FormDirect form 

How you can use it 

You can find this setting at Settings -> More Settings 

  1. Signature Template Preview 

When applying a Signature Template to a document, you will now be able to preview and edit the document before sending it to the Invitees 

How you can use it 

In the document editor, the signature template button is located on the top right 

You can apply a signature template to a document directly from the Inbox. 

Page Break 

  1. Mobile Signing Improvement 

Key Features 

We have improved the capabilities of viewing and signing your document on the mobile phone for both iOS and Android. The following aspects have been improved: 

Smoother Navigation and Zoom capabilities 

  • We have made scrolling and zoom capabilities more responsive. Scrolling through the document will be easier including when you press the Next button to move from one form filled to the next.  

Field Box Visibility 

  • Field Boxes will now be highlighted when selected to increase visibility when filling out 

It is recommended to open your document with Chrome on your mobile to see the full effect of the improvements.  

  1. Document Templates sort 

Key Features 

Form Filler Document Templates are now sorted in alphabetical order by default. 

Changing the sort order will now be saved and be the default view when viewing documents in Inbox, In-Progress, Signed and Templates tab 

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Secured Signing 10.1.2  

Aug 9, 2022 

New Features: None  

Enhancement: 1 

  1. [Smart Tag] New Witness Tag format – New witness tags that allow you to set the auth of a witness, assign multiple witnesses to one person, nominate the witness as a sender and other quality-of-life additions to simplify adding a witness to a smart tag document. 

Bug Fixes: 6  

  1. [Smart Tag] Fixed an issue with previous smart tag format, witness tag not showing signature field when the document is sent via API 
  2. [Smart Tag] Fixed an issue with previous smart tag format witness tag not sending an e-mail to the witness when the document is sent via API 
  3. [Video Signing] Fixed an issue in video signing where a nominated witness cannot sign if they are also the host 
  4. [Video Signing] Fixed an issue in video signing where a nominated witness cannot sign if they are also the host Fixed the issue with effective date stamper not getting the e-mail if they are also the host of the video signing session.  
  5. [Smart Tag] Added a warning if an additional recipient is added to a smart tag but it is turned OFF in settings 
  6. [WeSign] Witness – Fixed an issue that would occur when nominating witness by invitee, the same witness for two different invitees 

Further Notes

Enhancements 

1. New format for Smart Tag for witness 

Key Features 

To provide context, the signatory is identified as 1A 

  • Authentication types set by account setting 

[!Witness.1.For=1A.Auth=code]  

[!Witness.1.For=1A.Auth=SMS] 

[!Witness.1.For=1A.Auth=IDV]  

[!Witness.1.For=1A.Auth=KBA] 

  • Multiple witnesses for the same invitee 

[!Witness.1.For=1A]  

[!Witness.2.For=1A] 

  • Witness nominated by sender 

[!Witness.1.For=1A.Auth=code,FirstName,LastName,email] 

  • Using the same witness for multiple invitees 

[!Witness.1.For=1A]  

[!Witness.1.For=1B] 

How you can use it 

For more information about Smart Tags, check our updated guide here.

Secured Signing 10.1.1

July 18, 2022

New Features: None

Enhancements: 2

  1. [Notary] Cost Summary E-mail for multiple meetings for RON session – Summary cost e-mails will now include the number of meetings, the document ID, the attendees for that specific RON session and the total cost garnered for each participant based on features/authentication used.
  2. [Notary] Assign Notary Fee to the document in the Electronic Notary Journal – We have updated the format of Electronic Journal to separate document and invitee to make fee information more accessible

Bug Fixes: 1

  1. [Form Direct] Fixed Form Direct completion recipients not receiving completion e-mail if Signing Completion Certificate is enabled

Further Notes

Enhancements

1. [Notary] Cost Summary E-mail for multiple meetings for RON session

Key Features

E-mail Summary costs now only provide the billing for each RON meeting

E-mail summary cost now include the following information

  • Number of meetings
  • The document(s) being signed including the document ID
  • The participant(s) that joined the video session
  • The costs garnered from each participant based on authentication used (IDV, KBA, SMS)

How you can use it

The new e-mail summary cost changes are automatically applied to all new RON meeting.

Where can I find this setting to enable receiving RON cost summary?

To receive e-mail summary costs for RON sessions, you can enable the settings at My Account -> Notary -> More Settings. (You must have Notary feature enabled)

2. [Notary] Assign Notary Fee to the document in the Electronic Notary Journal

This change is automatically applied to new electronic notary journals made after the release date.

For more information please contact us here.

Secured Signing’s latest features: Whiteboarding and Edit Page Mode. 

Secured Signing, a renowned leader in the digital signature and document management industry, is excited to announce the launch of two game-changing features that promise to provide a more personalized and user-centric experience for its customers – whiteboarding in video signing session and edit page mode. These enhancements reflect Secured Signing’s dedication to meeting the diverse needs of its users while raising the bar for document signing and management processes.

Introducing Whiteboarding in Video Signing Session & Remote Online Notarization (RON)

Secured Signing’s latest offering, Whiteboarding in Video Signing & Remote Online Notarization (RON), is a revolutionary feature designed to empower users to seamlessly incorporate shapes, text, and more into their documents. This addition enhances communication during signing sessions and transforms the overall user experience. 

Here’s a closer look at the key highlights of Whiteboarding: 
 

Real-time Customization: Users now can draw, add circles, squares, arrows, and text to their documents in real-time, fostering better communication during signing sessions. 

Interactive Collaboration: Any drawings made before signing will not be saved onto the document, enabling real-time brainstorming and collaboration with invitees. 

Post-Signing Creativity: Even after the signing is complete, users can create a new whiteboard with a blank document or integrate their own document for further editing. 

Participant Engagement: Hosts and notaries can actively draw on the Whiteboard, while invitees can observe everything in real-time, encouraging greater interaction during signing sessions. 

Page Edit Mode: A New Level of Flexibility

Secured Signing recognizes the importance of flexibility when managing documents. The newly introduced Page Edit Mode offers users the ability to: 
 

Add Pages: Effortlessly include more pages in their documents to accommodate additional content. 

Remove Pages: Streamline documents by removing unnecessary pages, making document management more efficient. 

Reorder Pages: Pages can be rearranged easily within the We Sign, Form Filler, and Notary designers to better meet specific needs. 

“We believe these enhancements will empower our users to tailor their documents according to their specific requirements, resulting in smoother and more efficient workflows,” stated Mike Eyal, CTO Director at Secured Signing. “We are committed to continuously improving our platform to meet the evolving needs of our customers.” 

With these remarkable features, Secured Signing further solidifies its position as a pioneer in the field of digital signatures and document management, catering to the ever-changing demands of its users. 

In conclusion, Secured Signing’s latest features, whiteboarding in video signing session and edit page mode, promise to transform the way users approach document management. With Whiteboarding in Video Signing & Remote Online Notarization and the Page Edit Mode, you have the tools to customize your documents, collaborate effectively, and streamline your document management processes. It’s a step towards greater efficiency and a more user-centric experience in the world of e-signatures and document management. 

Secured Signing announces Remote Online Notarization (RON) platform is Compliant for New York Businesses

Secured Signing recognized as one of the first Compliant Platforms with New York RON Statue 19 NYCRR, Chapter V, Subchapter E, Part 182

Mountain View, CA – Secured Signing, a premier provider of electronic signature and remote online notarization (RON) solutions, is proud to announce its recognition as one of the first compliant platforms with the New York Remote Online Notarization (RON) statute, 19 NYCRR, Chapter V, Subchapter E, Part 182, which went into effect on January 25, 2023.

The new requirements for Remote Online Notarization present challenges for both independent and in-house enterprise New York notaries. Secured Signing’s platform addresses these challenges by offering:

 

    • 1. Accurate Geolocation: Secured Signing’s system reviews the user’s browser to determine geolocation, rather than the VPN. A critical addition is the presentation of a popup avocation than must be elected by the notary, prior to beginning the RON session. Entered into the audit log this avocation affirmed by the notary declaring their located to be within the state of New York during the RON session. Providing both evidence and intent to comply, ensuring that the notary, enterprise, and New York licensing bureau are confident in the security, compliance, and integrity of the transaction.

 

    • 2. Compliance with NIST Standard SP 800-63-3: Secured Signing’s platform complies with the NIST Standard SP 800-63-3 (updated on 3.02.2020) for remote identity verification level IAL2, utilizing a unique combination of identity valuations.

 

    • 3. Exemplar Certificate Issuance: Secured Signing’s New York Exemplar certification document allows notaries to complete the required form for submission and issuance of their electronic notary commission, in compliance with the new regulations.

“We are thrilled to be one of the first platforms recognized for compliance with the New York RON statute,” said Bill Gimbel, VP of Business Development, at Secured Signing. “Our innovative solution ensures that notaries and enterprises level clients can continue to provide secure and efficient remote online notarization services in New York.”

For more information on Secured Signing’s compliance with the New York RON statute or to enlist as a compliant New York electronic notary, please contact the company at info@securedsigning.com


About Secured Signing

Secured Signing is a leading provider of electronic signature and digital solutions, helping businesses and organizations streamline their document signing processes. With its easy-to-use platform, customers can quickly and easily get their agreements signed and returned, saving time, and increasing efficiency. Secured Signing provides a trusted, tamper-proof Digital Signatures platform to the eSignature market with their legally binding document management solution that enables simple and secure eSigning, streamlined document workflows, and remote online notarization (RON) in a single cloud-based platform. The company’s Digital Signature, Video Signing, and RON platform enables its users to use any device to capture their graphical signature, fill-in, sign, seal and verify documents anywhere, anytime.

To learn more about Secured Signing visit, www.securedsigning.com.

Secured Signing’s CEO, Gal Thompson on Video Confirmation in the eSigning process

In a recent interview, Gal Thompson, visionary CEO of Secured Signing, discussed how the company provides enterprise businesses with elevated security features that reinforce identity confirmation capabilities within the eSigning process.

 

As digital signatures become increasingly essential for organizations, Secured Signing’s commitment to security, privacy, and trust is more important than ever. The company continues to lead the industry in identity confirmation capabilities, with its advanced Video Confirmation Technology as part of the online signing process.

 

This advanced feature is available to all customers at no additional cost, further solidifying Secured Signing’s position as the most comprehensive and cutting-edge platform for online signing in the market.

 

Gal Thompson, CEO of Secured Signing, stated, “Our primary goal for Secured Signing is to make it quick and simple for the document signer while delivering the most secure, authentic, and reliable outcome for the document owner. Video confirmation achieves that, taking just a few seconds for the signer while providing the document owner the confidence of non-repudiation.”

 

Recently, there has been a significant surge in demand for this feature, driven by the increasing prevalence of fraud and other security concerns in the digital landscape. By incorporating Video Confirmation, Secured Signing has provided its users with an extra layer of security, ensuring the authenticity of all parties involved in the signing process.

 

Thompson emphasized the need for stringent security measures in the rapidly expanding digital landscape. She explained that in a world where businesses regularly rely on electronic signatures to authenticate and validate contracts, ensuring the authenticity and integrity of these signatures is crucial.

 

As the world becomes more interconnected and cyber threats continue to evolve, Secured Signing’s commitment to safeguarding their clients’ sensitive information remains unwavering, and their Video Confirmation feature stands as a testament to this dedication.

 

The CEO shared details on the company’s advancements in identity confirmation technology. “Our goal is to create an environment where enterprise businesses can confidently rely on digital signatures, knowing they are protected by cutting-edge security features,” Thompson said.

 

Secured Signing has been at the forefront of digital security and innovation for years, and their Video Confirmation feature is a prime example. This cutting-edge solution has been available within the Secured Signing platform for the last five years, demonstrating the company’s commitment to staying ahead of the curve.

 

The CEO went on to explain the additional security measures implemented by Secured Signing: “For enhanced security and fraud prevention, the Video Confirmation cannot be downloaded, and every event is meticulously documented in both the Document Log and the Signing Completion Certificate. This powerful feature is an integral part of the Secured Signing product offering.”

 

To further bolster identity verification and security, Thompson highlighted the option to integrate additional authentication levels into the signing process. “When combined with SMS, Knowledge-Based Authentication (KBA), or Identity Verification (IDV) mechanisms, the Video Confirmation feature adds an extra layer of protection, ensuring that the person signing the document is indeed the intended signer,” Thompson concluded.

 

Thompson emphasizes the company’s commitment to supporting enterprise businesses with advanced security features: “At Secured Signing, we understand the unique challenges faced by enterprise organizations when it comes to securing sensitive documents and verifying signer identities.

 

With our video confirmation tool available in the eSigning process, we offer an elevated level of security that not only reinforces identity confirmation capabilities but also gives our enterprise customers the utmost confidence in their online signing processes. This innovative solution showcases our dedication to providing unparalleled security and peace of mind for businesses of all sizes.”

 

About Secured Signing

Secured Signing provides a trusted, tamper-proof Digital Signatures platform to the eSignature market with their legally binding document management solution that enables simple and secure eSigning, streamlined document workflows, and remote online notarization in a single cloud-based platform.

 

Secured Signing’s Digital Signature, Video Signing, and RON platform enables its users to use any device to capture their graphical signature, fill-in, sign, seal and verify documents anywhere, anytime.

December 2022 RON product updates and enhancements – Secured Signing

Secured Signing’s Remote Online Notarization Platform is even better with New Notary Queue and Snapshot Features!  

Keep reading for our tip of the month!

That’s right! Work just got a whole lot easier for companies requiring notarized documents… especially for those using the Secured Signing RON platform. Our new features focus on empowering organizations requiring an immediate notary professional, with quick and easy access to an available notary, ready when you are to complete the task! 


New Feature: Notary Queue

Let’s face it… We all know that receiving, placing, and returning requests for a RON notary is a time sensitive issue… Sound familiar? The requestor wants immediate confirmation that the job has been received and will be taken care of. Often, schedulers are buried in tedious tasks and fulfilling these requests can be daunting, due to special circumstances or the “end of month” chaos. Rather than delaying the process, you can experience automated speed without any setback! Secured Signing’s new notary queue feature allows for a quick notary assignment to post into queue.  

Simple, smart, and secure… Through our innovative technology, the request is immediately processed and assigned to a notary queue where an available notary can proceed with the job and the session invite forwarded to the signer. 

Notary Queue is perfect for medium to large companies performing frequent signing services and have remote, in-house RON certified Notaries able to perform RON for the entire company. 

The new feature supports the ability to have different roles/people assigned to the document that can prepare and tag as needed, a meeting host and a notary. The feature also allows for the company to run the notary signing service within the queue feature. 

Using Secured Signing’s API or a manual entry process, the scheduler enters the data and assigns it into a queue. A pool of your company’s notaries can pick up the assignment or you can assign it directly to a specific notary of choice. This is also a great solution for enterprise clients who plug into a pool of notaries that fulfil session requests on a shift basis. Any notary on duty can pick up the assignment for immediate or future fulfilment. If they pick up the assignment by mistake or cannot complete the assignment, they simply return it to the queue for pick up by another notary. 


Add Queues – Setting  

Admin Users within Team (up to 10 users/ Notaries) or Enterprise account (unlimited number of users/notaries) plan can setup unlimited queue and can assign available notaries to the queue.  

An admin user can set up multiple queues based on types of transactions, time of the transaction or special language requests etc. You can create as many queues as you required. 


Watch a video on how to set up Notary Queue here.

 

Assign To me (Notary) – Notary is taking the Job  

Once a preparer has submitted a document to the Notary Queue, the notary can accept the job, complete the document preparation, and invite principle/signer to join the Remote Online Notarization meeting.  

Once the scheduler/preparer selects an assignment to fulfil the task, they can prep the document for signature and assign it for pick up by a notary in the queue. The session invite is simultaneously sent to the signer(s) advising them of an upcoming RON meeting. The admin can monitor the queue to ensure all sessions are picked up or they can assign it from the queue to a specific notary for fulfilment. 

All queue members (notaries) will receive an email notification that job is posted to a queue. The principle (signers, witness, guests) will also receive an email notification that the job was assigned to a notary queue, and someone will be in touch, shortly.


Job not for me – Assign back to the Notary Queue  
 

In case Notary took a job but cannot perform the task, they can assign it back to the queue for another available notary. 

Watch a video of how to assign a job to the Notary Queue or how to take a job from the Notary Queue here.


Notary Queue Management 
 

Admin users within a Team or Enterprise account plan have full visibility and control of the notary queues. The admin or those assigned in a queue have visibility of the queue for management and monitoring of the process, ensuring all submitted requests are fulfilled! 


New Feature: Snapshot 
 

Often times, a notary has the need to collect or capture an image of supporting documentation, credentials, or stipulations during the RON session. With Secured Signing’s new Snapshot feature, you can capture that image, crop, edit and label on the fly. 

The Snapshot feature allows for capture of up to 10 images per signer. They can be downloaded along with the document as a separate exhibit. Please note that after 7 days these images are removed from the platform. 

Watch a video on how to use Notary Snapshot here.

 

TIPS OF THE MONTH

TIP#1 

Did you know you can add and remove signatures and form fields DURING a live video signing session with your clients? 

By clicking on a field, you are given the option to remove it. You can also insert additional signature fields using the “Add Signature” button in the top right. 

Watch a video on how to add or remove signature or form fields here.


TIP#2
 

Did you know that you can use Secured Signing platform to fill in and sign documents? Our simple, smart, and secured platform allows you to capture their graphical signature, fill-in, sign, seal and verify documents anywhere, anytime. 


Secured Signing’s collaborative team are always at the helm in developing amazing, new, and innovative ways to engage business by delivering new features and platform enhancements that help simplify the process. The new features, paired with Secured Signing’s automated platform, allows companies to focus on building better business, while we focus on making your job easier, making you look good, and saving you money! 

Secured Signing introduces Notary Queue and Snapshot to its RON and Digital Signature SaaS platform

Secured Signing has unveiled its latest Product Updates and Enhancements for its Remote Online Notarization and Digital Signature platform, introducing Notary Queue and Snapshot features.

Gal Thompson, CEO at Secured Signing, expressed enthusiasm about the release of these new features, especially emphasizing the growing demand for an Enterprise remote online notarization solution across various markets.

He explained that Snapshot empowers notaries by allowing them to capture supporting documentation images during live remote online notarization sessions. These new tools aim to facilitate swift and efficient document workflows for users.

Notary Queue caters to medium to large companies conducting frequent signing services. This feature supports various roles and assigns different individuals to document processes, offering flexibility in preparing and tagging documents as required.

Mike Eyal, CTO and Founder at Secured Signing, highlighted the need for scalable scheduling and assignment of notarial tasks, leading to the development of Notary Queue. He elaborated that Snapshot provides image editing functionalities within live sessions, simplifying crop, edit, and labeling tasks.

Secured Signing’s platform remains comprehensive, offering live RON session scheduling, identity proofing, credential analysis checks, customizable document tagging, and real-time field editing functionalities.

Thompson emphasized the company’s commitment to responding to user needs, incorporating logic, features, and enhancements based on market demands.

Secured Signing stands as a trusted provider in the eSignature market, offering a secure Digital Signatures platform for legally binding document management. Their solution enables easy and secure eSigning, streamlined document workflows, and remote online notarization through a single cloud-based platform.

The platform allows users to capture graphical signatures, fill in, sign, seal, and verify documents from any device, anywhere, and at any time.

About Secured Signing

Secured Signing provides a trusted, tamper-proof Digital Signatures platform to the eSignature market with their legally binding document management solution that enables simple and secure eSigning, streamlined document workflows, and remote online notarization in a single cloud-based platform.

 

Secured Signing’s Digital Signature, Video Signing, and RON platform enables its users to use any device to capture their graphical signature, fill-in, sign, seal and verify documents anywhere, anytime.

Secured Signing for Bullhorn: Features, and enhancements

Are you ready to experience something AMAZING?

We’re excited to share the latest updates to Secured Signing for Bullhorn! This month’s New Features and Enhancements focus on empowering recruiters across the onboarding and recruitment lifecycle within Bullhorn’s CRM/ATS. 

 

Secured Signing’s collaborative team are always at the helm in developing amazing, new, and innovative ways to engage Bullhorn users by delivering new features and platform enhancements that help simplify the process.

 

Here are some exciting capabilities we’re rolling out across our platform for Bullhorn users this month:

 

Form Filler Templates – Share Templates

Collaboration just got easier with the more ways to share Form Filler templates with other Bullhorn users in your team.

 

If you are a Secured Signing Admin user, you can now go to your Bullhorn template list, and click the “share” button.

 

 

You can then select which user accounts or groups to share the template with.

 

 


 

Now you can do the following with Secured Signing for Bullhorn Settings Page:

Notes Management

You now have greater control over which notes are saved into Bullhorn. Within your account settings, you can select save all notes or only ones that you have selected.

 

 


 

Form Filler Template and Form Direct File Type

Now, you can setup the file type for documents that are signed using Form Filler or Form Direct. This can be done within your account settings.

 

 


 

Choose where signed documents are saved

Now, you can choose if you want to save all signed documents back to Bullhorn or you can select based on document, templates, or file type.

 

You can leverage Secured Signing’s cloud storage integration such as OneDrive, DropBox, Google Drive, or SharePoint.

 


 

Template Management – Sort By Name or Last Change Date

We have added sort functionality to Templates to help users better manage their templates. You can also sort by how many lines of templates you want to view. Your preferences will be saved for the next time you visit your Template Management list.

 


 

Enhancements to SSO with Azure AD

If you are using SSO with Azure AD, Admin Users can now disconnect it’s organisations users without requiring Secured Signing password authentication.

 


 

Clarifications to Manager Role in Bullhorn

Someone with a Manger role in Bullhorn is not automatically a Secured Signing Admin user therefore they cannot connect users to our service. To connect and disconnect users of Secured Signing, you must have a Secured Signing Admin user privileges.

 


 

TIP: It is important to click the “Save Setting” button every time you make changes to your settings.

Through continuous technology development, Secured Signing’s Simple, Smart and Secured platform aims to continuously deliver more streamlined, inclusive experiences across the Bullhorn communities they serve.

 

Want to learn more about other features and enhancements? Read more about our previous Secured Signing for Bullhorn release here.

October 2022 Product Updates and Enhancements – Secured Signing

New-Products-And-Enhancements-1-1024x259

Curious what product updates and enhancements we’re launching within Secured Signing this month? From user feedback to product development, testing to release, we strive to bring a seamless experience for our users, signers, witnesses, and viewers.

We pride ourselves in being a feature-rich platform, with an extensive list of features able to meet the requirements of small, medium, and large customers for users on any device which has us excited for our current release, and all future releases. Bringing simple, smart, secured digital signatures and remote online notarization to all.

Read on to see which new features and enhancements we have recently released.

New Feature – Needs to View 

“As a leading Digital Signature and Remote Online Notarization (RON) platform, we continue to release features and enhancements to our platform that will have a real impact on our user’s day-today operations, which is why we are excited to release “Needs to View,” a new process, which allows to invite a person to view the document, but not sign.”   

Gal Thompson, CEO at Secured Signing.

Needs to View is a new Invitee type that allows you to send a document to invitees who are required to view the document without needing to sign. Needs to View is available for WeSign, Notary RON sessions, Form Filler Templates and Video Signing.  

Security – Senders can assign Needs to View invitees with our existing authentication methods for document access. (I.e., Passcode, KBA, IDV, SMS)  

Flexibility – A mix of both Signer invitees and Needs to View invitees can be invited to a single or package document. In a package, an invitee can be a signer for one document and a Needs to view for another document (but cannot have both roles signer and viewer in the same document).   

How you can use it  

Needs to View is on by default – you can access the setting at My Account > My Settings 

For Enterprise users, the setting is located Accounts > My Account Settings  

For more information about Needs to View, please read our updated User Guide here:  


Enhancements

Read Only Form Fields 

Read only form fields will no longer have a border and will be skipped when pressing the Next button  

How you can use it  

You can select Read Only by selecting the form field in Document Editor and checking the check box  

In Document Editor  

In Signing Process  

 

JobAdder – New Setting  

JobAdder users can configure to not save signed document back to their JobAdder.   

The new setting can filter what type of document is not saved – either for all documents, JobAdder File Type, Document Template or FormDirect form  

How you can use it  

You can find this setting at Settings -> More Settings  

 

Signature Template Preview  

When applying a Signature Template to a document, you will now be able to preview and edit the document before sending it to the Invitees  

How you can use it  

In the document editor, the signature template button is located on the top right  

You can apply a signature template to a document directly from the Inbox.  

 

Mobile Signing Improvement  

Key Features  

We have improved the capabilities of viewing and signing your document on the mobile phone for both iOS and Android. The following aspects have been improved:  

Smoother Navigation and Zoom capabilities  

  • We have made scrolling and zoom capabilities more responsive. Scrolling through the document will be easier including when you press the Next button to move from one form filled to the next.   

Field Box Visibility  

  • Field Boxes will now be highlighted when selected to increase visibility when filling out.

It is recommended to open your document with Chrome on your mobile to see the full effect of the improvements.   

Document Templates Sort  

Key Features  

Form Filler Document Templates are now sorted in alphabetical order by default.  

Changing the sort order will now be saved and be the default view when viewing documents in Inbox, In-Progress, Signed and Templates tab  


View the full release notes here

About Secured Signing  

Secured Signing provides a trusted, tamper-proof Digital Signatures platform to the eSignature market with their legally binding document management solution that enables simple and secure eSigning, streamlined document workflows, and remote online notarization in a single cloud-based platform. 

Using advanced personalized X509 PKI Digital Signature technology, it is more secure than a plain electronic signature. Secured Signing’s Digital Signature, Video Signing, and RON platform enables its users to use any device to capture their graphical signature, fill-in, sign, seal and verify documents anywhere, anytime. 

To learn more about Secured Signing visit www.securedsigning.com 

Secured Signing for Bullhorn, Features and Enhancements – July 2022

Secured Signing’s 3-year partnership with Bullhorn continues to bring integrated digital signatures within Bullhorn’s CRM/ATS empowering recruiters across the onboarding clients and recruitment life cycle.  


With Secured Signing’s digital signatures solution, the recruitment process is simplified and improved for recruiters, clients and candidates who can fill in and sign documents within seconds on any device. Signed documents are saved back within the Bullhorn record and form fields are updated within Bullhorn.  With the Secured Signing integration, no more double-data handling with an automation process is in place.


Secured Signing within Bullhorn just got better with new features and capabilities added to the integration. 

Company Record File Type 

Bullhorn users have been asking us to support Company Record File Type when sending documents out for signing. Secured Signing now supports this function out-of-the-box. At the contact level, you can use file types such as resume, client resume, cover letter, etc. 

 

Rate Card  

For placements, we are now supporting rates allowing you to field map to the Rate Card Field within Bullhorn.  

 

Rate – Multi Rate 

In some cases, placements can have multiple rates with 2-3 pay rates being the most common scenario. Multi-rate placements allow you to define multiple rates for a single placement. Secured Signing now supports this within Bullhorn. 


Post-Signing File Permissions/ Private Visibility 

Once the document has been signed, you can set up who will have access to view the document, based on the user, file-type, and/or department. 

A number of rules can be set up to share documents with users and departments if certain field values match the rule requirements. No more worrying about accidentally showing confidential information.

 

We are always looking to improve our platform, so if you have any feature requests or product enhancements we’d like to hear from you here

New Feature: Signing Completion Certificate

We are always looking to provide our customers with features that enhance and protect their business. Which is why we are excited to announce the upcoming release of our newest feature – Signing Completion Certificate. 

Secured Signing’s latest feature brings you a document log report with information about the sending, signing and document activity involved during the signing process. 

Enabled by default, the Signing Completion Certificate will be attached on completion of the signing process, including the much-needed document audit log. 

The Signing Completion Certificate is certified with Secured Signing’s PKI Digital Signature to ensure the document is sealed and remains tamper-proof. This document can then be stored within your personal storage or document management systems, giving you better control and record keeping.

Some of the key features include:

 

Key Document Information

Completion-Certificate-1

Signing Completion Certificate shows relevant document information including Document Name, Document ID, Sent Date, Signed Date, and more.

Document Owner & Invitee Information

Completion-Certificate-2

Events & Full Document Audit Log

Completion-Certificate-3

Commonly Asked Questions: 

How do I enable this setting? 

– The Signing Completion Certificate is enabled by default. 

 


Where can I find this setting? 

 

– Log in to your account and go to My Account > My Settings > Notifications. You will see an option to “Enable Signing Completion Certificate.” You can enable/disable the setting from here. 


What if I only want the document owner (sender) and members of my team to receive the Signing Completion Certificate? 

– We give full control to the sender to choose who they would like to receive the Signing Completion Certificate on completion of the signing process. 

 

Log in to your account and go to My Account > My Settings > Notifications. Located on the right-side you can enable/disable the Signing Completion Certificate for the Document Owner, Invitee (signers) and add/remove additional completion recipients. 

Completion-Certificate-4

If you need any assistance with the Signing Completion Certificate for you or your organization please get in contact with us here.