Bullhorn: Admin Lite Training Video Welcome to the Secured Signing’s Bullhorn Admin Training. We will cover: What is the admin portal? Managing Users Branding Email Templates Document Templates
Bullhorn: Use Smart Tags in Bullhorn Make Bullhorn Document’s template ready for Secured Signing by adding Smart Tags to templates.Step 1: Open Secured SigningOpen a record that the entity is Secured Signing integrated.Click Secured Signing in Actions dropdown menu. Step 2: Start Smart TagIn Secured Signing start page, Select Smart Tag Step 3: Select Documents including Smart TagsYou can select documents either from local files in your computer or from Bullhorn.Select documentsClick Upload From PC button to select files in your computer.Or client the checkbox to select files from BullhornYou can select multiple documents and invitees can sign them at one time.Secured Signing supports following document types:PDF Documents (.pdf)Rich Text Documents (.rtf)Microsoft Word Documents (.docx, .doc)Microsoft Excel Documents (.xlsx, .xls)OpenDocument Files (.odt, .ods)Start Smart TagAfter selecting files, click Send For Signature button to start.Step 4: Fill Invitee DetailsSecured Signing analyze the Smart Tag in the document and pickup invitees inside.Check or fill email and name, whilst some documents also require mobile to send code via SMS to Authenticate invitee before signing.By default, the integration grabs names, emails and mobile number from someone related to current Bullhorn record, i.e.:You can also enter or edit some other name and emails.After completing filling all invitees, click Next will go to next step. Step 5: Send Out Email Invitation to SignSet a signing due date / time;Click Send button to send out the invitation. Step 6: Check Status of Sent InvitationInvitation process is complete!The invitee will get the email and a document record will be added into your document list in Secured Signing tab to follow up the process.
Bullhorn: Set-up Form Direct Field Mapping Please contact Secured Signing to create Online Forms for your company and it will be available in Bullhorn Secured Signing integration.Step 1: Open Secured Signing in Marketplace in Bullhorn MenuLogin to Bullhorn with an Admin UserOpen Secured Signing in Menu/Marketplace Step 2: Find Admin Portal in Secured Signing DashboardAdmin PortalA button that redirect you to Secured Signing Enterprise Portal where you can manage company settings; only visible for the user that has Secured Signing admin role.When a user has been assigned the admin role, an notification email will be sent. Step 3: Go to Form Direct SettingsIn Secured Signing Enterprise (Admin) PortalSelect Settings in the menuSelect Form Direct in the right panelIn Form Direct SettingsSelect a form to setupSelect Field Mapping in the tabSelect Bullhorn from the drop down list Step 4: Map FieldsThere are field list from the Form Direct form, setup the mapping one by one.Secured Signing Form Fields: list the fields in the formBullhorn Field Group: the entity in Bullhorn, e.g. a candidate or a client contactBullhorn Field Name: the field of the entity, e.g. first name of the candidateForm Field SettingsShow Value: whether to show the value in the form if the value is existing in BullhornEditable: whether to allow the invitee to edit the field or read onlyUpdate Bullhorn Value: whether to update value in Bullhorn after the form signed Step 5: Save MappingClick Save button to save the mapping.Now start a Form Direct process, the fields should work as the setting in mapping.
Bullhorn: Send Online Forms to Fill & Sign with Form Direct Step 1: Open Secured SigningOpen a record that the entity is Secured Signing integrated.Click Secured Signing in Actions dropdown menu. Step 2: Start Form DirectIn Secured Signing start page, Select Form Direct. Step 3: Select FormsWhen open Form Direct wizard the integration will grab a list of forms from Secured Signing for you.Select one or more formsClick Next button to go to next step.Step 4: Fill Invitee DetailsThere are invitees required by forms in the list. Select to fill one by one.Select or fill email and name, whilst some forms also require mobile to send code via SMS to Authenticate invitee before signing.By default, the integration grabs names, emails and mobile number from someone related to current Bullhorn record, i.e.:Candidate: candidate and current loginCompany: client contact and current loginPlacement: candidate, client contact and current loginClient Contact: client contact and current loginYou can also enter or edit some other name and emails.After completing filling all invitees, click Next will go to next step. Step 5: Review and Send out Email InvitationsName: the name will be the prefix before form name to generate document name to sign.Set signing due date.Review invitee details; if there’s any mistake, click Previous to go back to correct.Click Send to send out invitations. Step 6: Check Status of Sent InvitationInvitation process is complete!The invitee will get the email and a document record will be added into your document list in Secured Signing tab to follow up the process.
Bullhorn: Create a Document Template with Form Filler Step 1: Open Secured SigningOpen a record that the entity is Secured Signing integrated.Click Secured Signing in Actions dropdown menu. Step 2: Start Form FillerIn Secured Signing start page, Select Form Filler.In Secured Signing document template grid, click Create Template to start Step 3: Select documentsYou can select documents either from local files in your computer or from Bullhorn.Select documentsClick Upload From PC button to select files in your computer.Or client the checkbox to select files from BullhornYou can only select one document to create a templateSecured Signing supports following document types:PDF Documents (.pdf)Rich Text Documents (.rtf)Microsoft Word Documents (.docx, .doc)Microsoft Excel Documents (.xlsx, .xls)OpenDocument Files (.odt, .ods)Start DesignAfter selecting file, click Select this file button to start.Step 4: Add FieldBy default, the integration grabs fields related to current Bullhorn record.Or you can insert Secured Signing fields:Text BoxMulti Line Text BoxCheckboxRadio ButtonDatepickerDrop Down ListFile Upload Button Step 5: Place invitee signatures and fieldsAdd signatureSelect page on which to put signatures.Select invitee who needs to sign this document.Click to signatures to add to current page.Drag the signature to right place.Add FieldSelect page on which to put field.Select field to fill in this document.Click field to add to current page.Drag the field to right position.Remove selected signature or fieldIf a signature or field has been placed by mistake, you can click it to select and click the red Remove button to delete it.Step 6: Save templateClick Save as Template to save current template designHere, you can:Give the template a nameChoose if you’d like to get template data after it signedClick Save button to save the template.Go back to the template grid to send the template to sign.
Bullhorn: Invite People to Sign a Document Template with Form Filler Step 1: Open Secured SigningOpen a record that the entity is Secured Signing integrated.Click Secured Signing in Actions dropdown menu. Step 2: Start Form FillerIn Secured Signing start page, Select Form Filler. Step 3: Document Template GridIn the template grid, you can find columnsTemplate NameTemplate CreatorTemplate Last Changed DateExport Form DataBroadcast EnabledTemplate Actions that what you can do with the templateYou can create pack to organize the template in the left panel.You can Search template using the search button on the right header.When choose a pack to send, a package will be created from the templates inside packWhat you can do with the templateEach template comes with Secured Signing basic actions, including: Click to edit the template: Click to replace the templete document to a new one: Click to copy the template to a new one: Click to share the templte within your organization: Click to delete the template: Click to orginize the template in packs Step 4: Select Template and SendIn the template grid, select one or more templateClick Send button to start to create a document from the template and send for signaturePreview and SendClick the dropdown list besides SendA document preview will show up to let your preview the documentAfter preview, click Next to go to next step Step 5: Send out invitation to signClick Next to open the signatories’ workflow popup and prepare the signing procedureHere, you can:Set a signing due date / time;Define a specific signing order. (Tick the Sequential box and drag green bar to change order.)Review the details of the invitees.Click Send button to send out the invitation.What’s more, you can:Edit Invitation Email: add personal messages, edit the subject line to send with the invitation emails,or select email template from the listAdd Attachments: add document / flyer files as attachments to send with the invitation emails. Adding attachments to email invitation has no extra cost. Step 6: Check status of sent invitationInvitation process is complete!The invitee will get the email and a document record will be added into your document list in Secured Signing tab to follow up the process.
Bullhorn: Invite People to Sign with WeSign Step 1: Open Secured SigningOpen a record that the entity is Secured Signing integrated.Click Secured Signing in Actions dropdown menu. Step 2: Start We SignIn Secured Signing start page, Select WeSign. Step 3: Select documentsYou can select documents either from local files in your computer or from Bullhorn.Select documentsClick Upload From PC button to select files in your computer.Or client the checkbox to select files from BullhornYou can select multiple documents and invitees can sign them at one time.Secured Signing supports following document types:PDF Documents (.pdf)Rich Text Documents (.rtf)Microsoft Word Documents (.docx, .doc)Microsoft Excel Documents (.xlsx, .xls)OpenDocument Files (.odt, .ods)Start We SignAfter selecting files, click Send For Signature button to start.Step 4: Select InviteesBy default, the integration grabs names and emails of a person who’s related to current Bullhorn record, i.e.:Candiate: candiate and current loginCompany: client contact and current loginPlacement: candiate, client contact and current loginClient Contact: client contact and current loginYou can also add or edit invitee with name and email at this stage.Select invitees to continue. Step 5: Add FieldBy default, the integration grabs fields related to current Bullhorn record.Or you can insert Secured Signing fields:Text BoxMulti Line Text BoxCheckboxRadio ButtonDatepickerDrop Down ListFile Upload Button Step 6: Place invitee signatures and fieldsAdd signatureSelect page on which to put signatures.Select invitee who needs to sign this document.Click to signatures to add to current page.Drag the signature to right place.If there are two or more documents, click Next button to show next document.Add FieldSelect page on which to put field.Select field to fill in this document.Click field to add to current page.Drag the field to right position.If there are two or more documents, click Next button to show next document.Remove selected signature or fieldIf a signature or field has been placed by mistake, you can click it to select and click the red Remove button to delete it.Step 7: Send out invitation to signClick Next to open the signatories’ workflow popup and prepare the signing procedureHere, you can:Set a signing due date / time;Define a specific signing order. (Tick the Sequential box and drag green bar to change order.)Review the details of the invitees.Click Send button to send out the invitation.What’s more, you can:Edit Invitation Email: add personal messages, edit the subject line to send with the invitation emails,or select email template from the listAdd Attachments: add document / flyer files as attachments to send with the invitation emails. Adding attachments to email invitation has no extra cost. Step 8: Check status of sent invitationInvitation process is complete!The invitee will get the email and a document record will be added into your document list in Secured Signing tab to follow up the process.
Bullhorn: Manage the Document Process within Bullhorn Step 1: Open Secured Signing Document List In Secured Signing tab Login to Bullhorn Open a record on the entity that Secured Signing integrated Open Secured Signing in the tabs In Secured Signing Dashboard Login to Bullhorn Open Secured Signing in Menu/Marketplace Open Document Status in the tabs Step 2: Document Grid In the document grid, you can find columns Document Name Invitees Name Process Start Date Process Due Date Process Status Last Signed Date Document Actions that what you can do with the document You can create folder to organize the document in the left panel. You can Search document using the search button on the right header. Documents in a package are grouped, you can expand the package to see all documents inside. Step 3: Document Actions What you can do with the document Each document comes with Secured Signing basic actions, including : Click to view the document : Click to view the log for the document : Click to check if the document has verified digital signature : Click to open document progress popup to manage signing process : Click to send document to a person : Click to delete document and stop the signing process : Click to orginize the document in folders Step 4: View Document Progress Click icon to get the latest progress of the document. A document progress popup will show up to display the progress of the document: Document due date; Invitees in the document. Step 5: Extend Document Due Date In document progress popup, you can change the due date of the document. Click the date-time control to show a date picker, which will display the available date you can choose. Click Extend button to change the due date. * If the document status is completed, you can review the due date but can’t change it any more. Step 6: Update Document Signatories In document progress popup, you can change the signatories of the document. Select an invitee. Edit the invitee name and email. You can also remove an invitee from progress if there’re 2 invitees or more. You can also send a reminder to selected invitee if the invitee hasn’t signed yet. After all changes to invitees, Click Update button to make the changes take effect. * If the invitee already signed, you can’t edit or remove it.
Bullhorn: Find the integration within Bullhorn Step 1: Open Secured Signing in Marketplace in Bullhorn menu Login to Bullhorn with an Admin User Open Secured Signing in Menu/Marketplace Step 2: Find Secured Signing Dashboard See a more detailed guide here. Dashboard Dashboard shows overview signing summary in current billing cycle of the connect Secured Signing account. Document Status Document Status shows all documents that the signing process is in progress or completed, and you can manage the progress here. See here for a more detailed user guide. Report You can run reports to have a overview across the selected data range. My Account Your Secured Signing Account Summary Admin User connections can be managed here. See a more detailed user guide here. Admin Portal A button that redirect you to Secured Signing Enterprise Portal where you can manage company settings; only visible for the user that has Secured Signing admin role. When a user has been assigned the admin role, an notification email will be sent. Settings You can setup settings for your Bullhorn integration to make it work for you better. Step 3: Find Secured Signing action and tab in Candidate Login to Bullhorn Open a candidate record Find Secured Signing in the Actions dropdown list. *tip: if you just get the integration ready, it should be that last one at the bottom of the list. Find Secured Signing in the tabs *tip: if you just get the integration ready, it should be that last one in the tabs. Step 4: Find Secured Signing action in Candidate List Login to Bullhorn. Open candidate list and select one or more candidates. Find Secured Signing in the Actions dropdown list.*tip: if you just get the integration ready, it should be that last one at the bottom of the list. Step 5: What’s in the Secured Signing action A start page will show after clicking Secured Signing action. There are 4 major features Secured Signing integrated in Bullhorn We Sign: Prepare your document, add form fields and signatures, send invitation for others to fill-in and sign within seconds with a signing workflow. Signed document and fields data saves back in Bullhorn. Smart Tag: Make your RTF and PDF document templates Secured Signing ready by adding smart tag texts to your documents & automate the signing process and workflow. Signed Document saves back in Bullhorn. Form Filler: Create your Secured Signing forms and templates, add signatures and form fields. Speed up the signing process and workflow by using document templates. Signed document and fields data saves back in Bullhorn. Form Direct: Secured Signing customize forms to your business needs, workflow, data mapping and validation rules. Invite others to fill in & sign Mobile ready web forms. Signed document and fields data saves back in Bullhorn. Smart Tag is not available if the action starts from record list and multiple records are selected. Step 6: What’s in the Secured Signing tab In Secured Signing tab, you can find the documents list related to the current record and you can manage the signing process here. Step 7: Secured Signing in other place You can also find Secured Signing in other entity types that Bullhorn recommanded Candidate Company Client Contact Placement Also you can setup Secured Signing custom action and tab in other entities based on your business needs.
Bullhorn: Connect Users of your Company to Secured Signing Step 1: Open Secured Signing in Marketplace in Bullhorn menuLogin to Bullhorn with an Admin UserOpen Secured Signing in Menu/MarketplaceStep 2: Open Admin tab in Secured Signing DashboardNavigate to Secured Signing User ConnectionsClick Admin tab to get User Connection list.Step 3: Manage User ConnectionsIf a user has not connected yet, when click Actions button, options areConnect: Click to connect this user to Secured Signing.If a user has connected, when click Actions button, options areUpgrade: Click to upgrade this user from trial, so that this user will use the paid planAdd/Remove Admin Role: Click to add or remove admin role; Admin role allows this user can login to Secured Signing Enterprise portal to manage company account settings.Disconnect: Click to remove user connection, a popup will show to double confirm the disconnect action.