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 Signing

Open a record that the entity is Secured Signing integrated.

Click Secured Signing in Actions dropdown menu.

 

Step 2: Start Smart Tag

In Secured Signing start page, Select Smart Tag

 

Step 3: Select Documents including Smart Tags

You can select documents either from local files in your computer or from Bullhorn.

Select documents

Click Upload From PC button to select files in your computer.

Or client the checkbox to select files from Bullhorn

You 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 Tag

After selecting files, click Send For Signature button to start.


Step 4: Fill Invitee Details

  • Secured 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 Sign

Set a signing due date / time;

Click Send button to send out the invitation.

 

Step 6: Check Status of Sent Invitation

Invitation 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 Menu

Login to Bullhorn with an Admin User

Open Secured Signing in Menu/Marketplace

 

Step 2: Find Admin Portal in Secured Signing Dashboard

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.

 

Step 3: Go to Form Direct Settings

In Secured Signing Enterprise (Admin) Portal

  1. Select Settings in the menu
  2. Select Form Direct in the right panel

In Form Direct Settings

  1. Select a form to setup
  2. Select Field Mapping in the tab
  3. Select Bullhorn from the drop down list
 

Step 4: Map Fields

There are field list from the Form Direct form, setup the mapping one by one.

  • Secured Signing Form Fields: list the fields in the form
  • Bullhorn Field Group: the entity in Bullhorn, e.g. a candidate or a client contact
  • Bullhorn Field Name: the field of the entity, e.g. first name of the candidate
  • Form Field Settings
    • Show Value: whether to show the value in the form if the value is existing in Bullhorn
    • Editable: whether to allow the invitee to edit the field or read only
    • Update Bullhorn Value: whether to update value in Bullhorn after the form signed
 

Step 5: Save Mapping

Click 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 Signing

Open a record that the entity is Secured Signing integrated.

Click Secured Signing in Actions dropdown menu.

 

Step 2: Start Form Direct

In Secured Signing start page, Select Form Direct.

 

Step 3: Select Forms

When open Form Direct wizard the integration will grab a list of forms from Secured Signing for you.

  1. Select one or more forms
  2. Click Next button to go to next step.

Step 4: Fill Invitee Details

  • There 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 login
    • Company: client contact and current login
    • Placement: candidate, client contact and current login
    • Client Contact: client contact and current login

    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: Review and Send out Email Invitations

  1. Name: the name will be the prefix before form name to generate document name to sign.
  2. Set signing due date.
  3. Review invitee details; if there’s any mistake, click Previous to go back to correct.
  4. Click Send to send out invitations.
 

Step 6: Check Status of Sent Invitation

Invitation 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 Signing

Open a record that the entity is Secured Signing integrated.

Click Secured Signing in Actions dropdown menu.

 

Step 2: Start Form Filler

In Secured Signing start page, Select Form Filler.

In Secured Signing document template grid, click Create Template to start

 

Step 3: Select documents

You can select documents either from local files in your computer or from Bullhorn.

Select documents

Click Upload From PC button to select files in your computer.

Or client the checkbox to select files from Bullhorn

You can only select one document to create a template

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 Design

After selecting file, click Select this file button to start.


Step 4: Add Field

By default, the integration grabs fields related to current Bullhorn record.

Or you can insert Secured Signing fields:

  • Text Box
  • Multi Line Text Box
  • Checkbox
  • Radio Button
  • Datepicker
  • Drop Down List
  • File Upload Button
 

Step 5: Place invitee signatures and fields

Add signature

  1. Select page on which to put signatures.
  2. Select invitee who needs to sign this document.
  3. Click to signatures to add to current page.
  4. Drag the signature to right place.

Add Field

  1. Select page on which to put field.
  2. Select field to fill in this document.
  3. Click field to add to current page.
  4. Drag the field to right position.

Remove selected signature or field

If 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 template

Click Save as Template to save current template design

Here, you can:

  1. Give the template a name
  2. Choose if you’d like to get template data after it signed
  3. Click 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 Signing

Open a record that the entity is Secured Signing integrated.

Click Secured Signing in Actions dropdown menu.

 

Step 2: Start Form Filler

In Secured Signing start page, Select Form Filler.

 

Step 3: Document Template Grid

In the template grid, you can find columns

  • Template Name
  • Template Creator
  • Template Last Changed Date
  • Export Form Data
  • Broadcast Enabled
  • Template Actions that what you can do with the template

You 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 pack

What you can do with the template

Each 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 Send

In the template grid, select one or more template

Click Send button to start to create a document from the template and send for signature

Preview and Send

Click the dropdown list besides Send

A document preview will show up to let your preview the document

After preview, click Next to go to next step

 

Step 5: Send out invitation to sign

Click Next to open the signatories’ workflow popup and prepare the signing procedure

Here, you can:

  1. Set a signing due date / time;
  2. Define a specific signing order. (Tick the Sequential box and drag green bar to change order.)
  3. Review the details of the invitees.
  4. Click Send button to send out the invitation.

What’s more, you can:

  1. Edit Invitation Email: add personal messages, edit the subject line to send with the invitation emails,or select email template from the list
  2. Add 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 invitation

Invitation 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 Signing

Open a record that the entity is Secured Signing integrated.

Click Secured Signing in Actions dropdown menu.

 

Step 2: Start We Sign

In Secured Signing start page, Select WeSign.

 

Step 3: Select documents

You can select documents either from local files in your computer or from Bullhorn.

Select documents

Click Upload From PC button to select files in your computer.

Or client the checkbox to select files from Bullhorn

You 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 Sign

After selecting files, click Send For Signature button to start.


Step 4: Select Invitees

By default, the integration grabs names and emails of a person who’s related to current Bullhorn record, i.e.:

  • Candiate: candiate and current login
  • Company: client contact and current login
  • Placement: candiate, client contact and current login
  • Client Contact: client contact and current login

You can also add or edit invitee with name and email at this stage.

Select invitees to continue.

 

Step 5: Add Field

By default, the integration grabs fields related to current Bullhorn record.

Or you can insert Secured Signing fields:

  • Text Box
  • Multi Line Text Box
  • Checkbox
  • Radio Button
  • Datepicker
  • Drop Down List
  • File Upload Button
 

Step 6: Place invitee signatures and fields

Add signature

  1. Select page on which to put signatures.
  2. Select invitee who needs to sign this document.
  3. Click to signatures to add to current page.
  4. Drag the signature to right place.
  5. If there are two or more documents, click Next button to show next document.

Add Field

  1. Select page on which to put field.
  2. Select field to fill in this document.
  3. Click field to add to current page.
  4. Drag the field to right position.
  5. If there are two or more documents, click Next button to show next document.

Remove selected signature or field

If 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 sign

Click Next to open the signatories’ workflow popup and prepare the signing procedure

Here, you can:

  1. Set a signing due date / time;
  2. Define a specific signing order. (Tick the Sequential box and drag green bar to change order.)
  3. Review the details of the invitees.
  4. Click Send button to send out the invitation.

What’s more, you can:

  1. Edit Invitation Email: add personal messages, edit the subject line to send with the invitation emails,or select email template from the list
  2. Add 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 invitation

Invitation 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:

  1. Document due date;
  2. 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 menu

Login to Bullhorn with an Admin User

Open Secured Signing in Menu/Marketplace


Step 2: Open Admin tab in Secured Signing Dashboard

Navigate to Secured Signing User Connections

  1. Click Admin tab to get User Connection list.

Step 3: Manage User Connections

If a user has not connected yet, when click Actions button, options are

  • Connect: Click to connect this user to Secured Signing.

If a user has connected, when click Actions button, options are

  • Upgrade: Click to upgrade this user from trial, so that this user will use the paid plan
  • Add/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.