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Secured Signing continues partnership to integrate digital signatures within Bullhorn.
5 reasons government agencies and councils are adopting digital signatures.
New feature: Signing completion certificate.
Home // Posts // Secured Signing – Release Notes
April 15, 2024
1. Add Comments to Notary Journal in Remote Online Notarization (RON) – add comments to the Notary Journal throughout and after the RON signing process, from your account or during the video signing session.
New Features
This new improvement to the Electronic Notary Journal allows notaries to add comments to the journal throughout the RON signing process; this gives you a greater ability to document the process and any changes you may have to make before your scheduled video signing meeting, take notes for later viewing while you’re in the meeting with your signer, or even add comments after signing is completed.
To add a comment to the Notary Journal before or after the signing and notarization of your document is completed, find your document in the My Documents page, either under the ‘In Progress’ tab if you haven’t finished signing yet, or the ‘Signed’ tab if you have, then click the ‘View notary journal’ button:
This will open the ‘Notary Journal’ pop-up. Click the ‘Add Comment’ button at the top-right of the pop-up to display a text box to enter your comment, along with some text editing tools to tailor the format to your liking. Once you have typed this out, you can save the comment to the journal by clicking the ‘Save Comment’ button:
To add a comment to the Notary Journal while you’re in the video signing meeting, the notary will see a button at the top of the signing page in the toolbar, labelled ‘Add Comment’:
Clicking this button will open the ‘Add Comment’ pop-up, where you will be able to enter the comment, make any changes to the format, then save the comment by clicking the ‘Save Comment’ button:
Whether you added comments from the ‘Notary Journal’ pop-up, in the video signing meeting, or both, you will be able to see all comments and the exact date and time you made them by going back to the ‘Notary Journal’ pop-up in your account:
For a full step-by-step guide for adding Comments to Notary Journal in Remote Online Notarization with a video, click here.
March 11, 2024
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.
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.
March 05, 2024
1. Fixed an issue where invitees with ‘Needs to View’ enabled are missing from the invitation workflow when sending a document.
February 12, 2024
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
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:
January 22, 2024
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
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.
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:
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.
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:
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.
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.
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
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:
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:
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:
October 2, 2023
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
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.
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.
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’.
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.
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.
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.
August 15, 2023
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
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.
Here you will find a dropdown with 3 options; English, Español and Invitee Choose.
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.
June 14, 2023
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
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.
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.
December 7, 2022
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
1. ID Verification – adjustments to image capture process enhancements
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.
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.
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.
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.
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.
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.
November 9, 2022
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.
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.
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.
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.
Sep 29, 2022
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
Read only form fields will no longer have a border and will be skipped when pressing the Next button
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 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
You can find this setting at Settings -> More Settings
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
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
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
Field Box Visibility
It is recommended to open your document with Chrome on your mobile to see the full effect of the improvements.
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
Aug 9, 2022
1. New format for Smart Tag for witness
To provide context, the signatory is identified as 1A
[!Witness.1.For=1A.Auth=code]
[!Witness.1.For=1A.Auth=SMS]
[!Witness.1.For=1A.Auth=IDV]
[!Witness.1.For=1A.Auth=KBA]
[!Witness.1.For=1A]
[!Witness.2.For=1A]
[!Witness.1.For=1A.Auth=code,FirstName,LastName,email]
[!Witness.1.For=1B]
For more information about Smart Tags, check our updated guide here.
July 18, 2022
1. [Notary] Cost Summary E-mail for multiple meetings for RON session
E-mail Summary costs now only provide the billing for each RON meeting
E-mail summary cost now include the following information
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)