Knackly Support Guide By combining Secured Signing’s technology with Knackly’s Microsoft add-ins, this solution goes beyond mere convenience to provide a level of integrity, security, and legal defensibility that meets the high demands of your profession. Together, they offer:Tamper-proof digital signatures that are legally enforceableDocument tagging automation for a streamlined signing processOptional Video Confirmation; To know who was behind the device at the signature event How to connect and use eSignatures with Secured SigningCreate an account with Secured SigningReseller Link needs to be addedOR Sign up direct https://www.securedsigning.com/signup/?plan=business&annualConnect Secured Signing with WordHow to Install Word Desktop – https://www.securedsigning.com/support/microsoft-word-install-secured-signing-plugin-on-microsoft-w…How to install Word Online – https://www.securedsigning.com/support/microsoft-word-install-secured-signing-plugin-on-microsoft-w…Create the document in Knackly > check esign > save the documentOpen the saved document in Word and use the Secured Signing actions button. (this is where you will need to connect Word to Secured Signing)Select “Signing Process Automation – Smart Tag” > confirm all details are correct > Send for SigningTrack and manage the signing process from within Secured Signing.
Zapier Support Guide You can streamline your workflow by leveraging the specific Triggers and Actions that Secured Signing offers within Zapier. With these tools, you can build custom Zaps to automatically handle document generation, signing, and data retrieval — saving time and reducing manual tasks.This integration makes it easy to connect Secured Signing with hundreds of other apps and automate your entire document process effortlessly. How to use the Secured Signing integration in Zapier You can start using Secured Signing in Zapier by adding a new action to an existing or new Zap. Step 1: Start by creating a new Zap, or opening an existing one. Step 2: Click ‘Add Step’, search for ‘Secured Signing’, then click ‘Secured Signing’. Step 3: In the new Secured Signing action, first select the ‘Action event’ that you would like to use for your workflow, in this instance it is the ‘Send SmartTag Document for Signature’ action, then click ‘Sign in’ under ‘Account’. Step 4:Log into your Secured Signing account (or register if you don’t have one already). Step 5:Finally, click ‘Authorize’ to complete the connection between Zapier and Secured Signing. Once you have connected your account, your connection will be automatically selected for future Secured Signing actions/triggers. Step 6:Now you can continue to the ‘Configure’ tab to set up the required data for the action. For the ‘Send SmartTag Document for Signature’ action, add the file name, making sure to include the extension (e.g. .docx, .pdf), and the file itself, which you can insert from a previous action in the Zap. Step 7: Continue to the ‘Test’ tab and click ‘Test Step’ to send the document for signing and make sure the action is setup correctly. You can check that the document has sent by logging into your Secured Signing account at https://www.securedsigning.com/login, then going to the ‘In Progress’ tab. Secured Signing Zapier Integration Manual This manual provides a detailed overview of the functions available through the Secured Signing Zapier integration. Upload Document This function uploads a file to Secured Signing. Input: You must provide a File Name with a supported extension (.pdf, .doc, .docx, .odt, .rtf, .xls, .xlsx, .ods, .txt, .gif, .jpeg, .jpg, .png, .bmp, .dcm, .svg, .tif, .tiff) and the File Data itself. Output: The system will return a Document Reference for the uploaded file. Download DocumentUse this function to download a previously uploaded document. Input: Provide the Document Reference obtained from the upload step or send step. Output: The system will provide a Zapier file URL, which you can use to access and download the file. Send Smart Tag Document for SignatureThis function sends a document for signature that includes predefined Smart Tag fields. Input: You’ll need to provide the File Name (with a supported extension) and the Smart Tag File. Output: The system returns a Document Reference for the sent document. Send Form Filler Template for SignatureThis is an advanced function for sending one or more templates for signature using a pre-populated CSV file. Input: Template Name: Select the template(s) you’ve created in your Secured Signing account. CSV File: A CSV file must be provided. It should list the Template Name, Signer details (Email, First Name, Last Name), and Field values (label, value) as shown in the example below. This allows you to fill out multiple fields for different signers before sending in one go. Export to Sheets Output: The output is a Document Reference for the initiated signing process. Generate Form Filler CSV Template This tool helps you create the necessary CSV file for the “Send Form Filler Template for Signature” function. Input: Select the template(s) from your account. Output: The system will generate a CSV string that you can use to create a correctly formatted CSV file. This file will be pre-populated with the headers and structure needed to successfully send a Form Filler template for signature.
How to use Video Confirmation with Realify How to enable in your account and for a signing processStep 1: In your Secured Signing account, navigate to My Account -> My Settings -> My Settings.Step 2: Enable both the Video Confirmation and Realify – Deepfake Detector settings. Step 3: Now that Video Confirmation and Realify – Deepfake Detector are enabled in your account settings, after enabling Video Confirmation in the invitation workflow for a document or package, you will see the new Realify – Deepfake Detector setting next to it, and it will enabled by default. Using Video Confirmation with Realify – Deepfake Detector During Signing Step 1: Send a document or package with an invitee with Video Confirmation and Realify – Deepfake Detector enabled. Step 2: When an invitee with Realify – Deepfake Detector enabled opens the link to sign, then click the signature, they will be shown the ‘Video Confirmation Capture with Deepfake Detection’ pop-up, where they will be required to record a 10 second video and speak aloud. Step 3: Once the results are received for the Realify – Deepfake Detection, you will receive an email with the results, and the report attached as a PDF. Step 4: Finally, if you would like to access the results and download a PDF report in your account, you can login to your Secured Signing account, go to the ‘In Progress’, ‘Signed’, or ‘History’ tab, then click the ‘Realify – Deepfake Detection’ button in the ‘Actions’ column for your document. It’s the protection you need for total peace of mind.View our Release Notes for more detailed information.
Realify Support Guide How to Enable Realify – Deepfake Detector Because this advanced feature requires specific settings to be active and impacts the invitee workflow, it is disabled by default.You must consciously enable Realify within your account settings to begin protecting your high-value digital transactions from the growing threat of AI-driven fraud.CLICK HERE to view our step by step instructions How to Use Realify Deepfake Detector Realify Deepfake Detector is a feature seamlessly integrated into the Secured Signing platform, specifically for Remote Online Notarization (RON) and Video Signing sessions.CLICK HERE to view the process involves both the Host/Notary and the Invitee/Signer How to use Video Confirmation with Realify – Deepfake Detector in Secured Signing CLICK HERE: View how our Video Confirmation system, combined with the intelligent, real-time fraud defense of Realify, builds trust. It determines who was behind the device during the signature mint, guaranteeing the authenticity of every signer.
How to Use Realify Deepfake Detector Using Realify – Deepfake Detector Before and During a Video Signing Meeting Realify – Deepfake Detector shields your RON and Video Signing meetings from deepfake fraud. It scans invitees before they join and allows you to initiate an additional mid-meeting check, providing you with immediate results. Realify – Deepfake Detector – The Meeting HostAs the host of the RON or Video Signing meeting, you will be able to view the results of the Deepfake Detection before, during, and after the meeting. It is at the discretion of the host to continue or stop the meeting if they are unhappy with the results of the Deepfake Detection results, and are concerned about the realness of their invitees.Pre-Meeting Deepfake DetectionBefore your Invitees can join the meeting, they must complete the Pre-Meeting Deepfake Detection. As the Host, you will be able to view the status of each invitee and their progress through the Deepfake Detection process. If you are happy with the results, you may proceed to start the meeting.Pre-Meeting Deepfake Detection – In Progress – Your invitee has started Deepfake Detection. Pre-Meeting Deepfake Detection – Pending – Your invitee has completed Deepfake Detection, and their test is being analyzed for use of Deepfake. Pre-Meeting Deefake Detection – Results – Your invitee has been processed through the Deep Detector and you can now see the results. Mid-Meeting Deefake DetectionYou can also trigger a second Deepfake Detection for your invitees once you’re in the video signing meeting by clicking the button “Start Deepfake Detection” button next to the invitee’s webcam, and once you are happy with how the invitee is positioned in the outline, “Start Scan”. Realify – Deepfake Detection Results – Pre-Meeting and Mid-MeetingOnce the results are received for the Realify – Deepfake Detections, you can easily see these in the video signing meeting by clicking the ‘Deepfake Detection Status’ button. If you would like to access the results outside of the RON or video signing meeting, and even download a PDF report, you can login to your Secured Signing account, go to the ‘In Progress’, ‘Signed’, or ‘History’ tab, then clicking the ‘Realify – Deepfake Detection’ button in the ‘Actions’ column for your document. It’s the protection you need for total peace of mind.View our Release Notes for more detailed information.
How to Enable Realify Deepfake Detector Protect your Remote Online Notarization (RON) and Video Signing sessions with Realify – Deepfake Detector.This security tool actively protects against the fraudulent use of deepfake technology by requiring invitees to complete a detection scan prior to entry. For maximum security, you can also initiate a mid-meeting detection at any time. The results of all checks are provided directly to you. Enable Realify – Deepfake Detector for Business AccountsTo enable Realify – Deepfake Detector go to My Account -> My Settings -> Notary, or My Account -> My Settings -> Video Signing, then check the Enable Realify – Deepfake Detector setting. You must confirm you have read the disclaimer and agree to using Realify – Deepfake Detector. Enable Realify – Deepfake Detector for Enterprise AccountsTo enable the feature for accounts in a membership, login to the enterprise portal and go to Settings -> Video Signing, then check the Enable Realify – Deepfake Detector setting. You must confirm you have read the disclaimer and agree to using Realify – Deepfake Detector. How to select Realify – Deepfake Detector for your InviteesWhen Realify – Deepfake Detector is enabled, you will see the new Realify – Deepfake Detector setting in both the RON wizard and the invitation workflow, and it will enabled for all invitees by default.Select Realify – Deepfake Detector – RON Wizard Select Realify Deepfake Detector – Invitation Workflow It’s the protection you need for total peace of mind.View our Release Notes for more detailed information.
How to Notarize documents in Clio through Secured Signing Unlock unparalleled efficiency for your firm by integrating Clio and Secured Signing. The powerful document management capabilities of Clio, combined with Secured Signing’s advanced eSignature and online notarization, streamline your operations and boost your business.Choose the best way for you to learn: follow our step-by-step video guide or read the detailed written instructions below. Step 1: To get started sending a documentTo send a document for Remote Online Notarization through Secured Signing, select ‘Send for Signature’ from the ‘View’ dropdown. Step 2: Who Needs to SignIn the Who Needs to Sign? page, click the ‘Remote Online Notarization (RON)’ button. The RON Set-up Wizard will guide you through entering the details for your RON session. Step 4: Invitees to sign the document. Add signatures for your invitees, and your notary stamp and signature. Then, click ‘Next’ to continue to the Invitation Workflow. Step 5: Check before sendingChange any settings/features in this pop-up before clicking ‘Send’ to send the document for signing. Step 6: After you send a document,After sending the document, you and your invitee(s) will receive an invitation email to join the RON video signing meeting. Once both you and the invitee open the link to sign and join the meeting room, you can start the video signing meeting. Step 7: Enable signing for the inviteeNow you can enable signing for the invitee, prompting them to share their screen before filling and signing. The following is the invitee’s point of view as they fill and sign. Step 8; Stamp and sign the document. After the invitee has completed signing, you will be prompted to enable signing for yourself, sharing the screen with the invitee. Simply click to stamp and sign the document. When you’re ready, you can end the video signing meeting, and you and the invitee will receive signing completion emails.
How to get documents signed in Clio using Secured Signing Boost your business efficiency with Clio and Secured Signing. By combining the robust document management of Clio with the advanced eSignature and online notarization of Secured Signing, your firm will achieve unparalleled efficiency.Follow along with our step-by-step video guide or use the detailed written instructions below. Step 1: To get started sending a documentAfter installing the app, go to your documents and select ‘Send for Signature’ from the ‘View’ dropdown. Step 2: make sure your account is connected to Secured Signing correctly Step 3: Who Needs to SignYou will continue to the Who Needs to Sign? page, so click the ‘WeSign’ button to continue to prep your document for signing. Step 4: Invitees to sign the document. Add the invitees that you would like to sign the document. You can also add form fields for you invitees to fill before signing the document. Then, click ‘Next’ to continue to the Invitation Workflow. Step 5: Check before sendingChange any settings/features in this pop-up before clicking ‘Send’ to send the document for signing. Step 6: After you send a document,After you send a document, your invitee(s) will receive an invitation email, containing a link to sign. Once your invitee opens the link to sign and enters their passcode, they will access the document and be able to fill the fields and sign. Step 7: Document log has been attached to the document When the signing process is completed for the document, you will see that the document log has been attached to the document as a comment. And your document has been updated to the signed document, which you can then download.
How to connect Secured Signing with Clio To connect Secured Signing with Clio, you can follow along with our step-by-step video guide or use the detailed written instructions provided below the video for more in-depth guidance. Step 1: Purchase a Secured Signing AccountBefore you begin, you’ll need a Secured Signing account. Choose the option that best fits your law firm’s needs:For digital signatures, click here to Buy for Digital Signatures.For notarization and document signing, click here to Buy for Notary.Step 2: Log in to ClioAfter purchasing your account, log in to your Clio account in a new browser tab. Step 3: Connect Clio and Secured Signing AccountsChoose your Clio region below and either click the link or copy and paste it into a new browser tab. United States: https://www.securedsigning.com/clio/default.aspx?action=addtoclio®ion=usaEurope: https://www.securedsigning.com/clio/default.aspx?action=addtoclio®ion=euCanada: https://www.securedsigning.com/clio/default.aspx?action=addtoclio®ion=caAustralia: https://www.securedsigning.com/clio/default.aspx?action=addtoclio®ion=aus Step 4: Allow AccessYou will be redirected to an authorization page. Click Allow Access to proceed to the Secured Signing login page. Step 5: Log in to Secured SigningLog in to your existing Secured Signing account. If you haven’t created one yet, do so now. Step 6: Authorize the ConnectionFinally, click Authorize to complete the connection between your Secured Signing and Clio accounts. How to send a document for signing in Clio using Secured Signing – Click Here
Clio Integration Support Guide How to add the Secured Signing Integration to Clio CLICK HERE: to follow along with our step-by-step video guide or use the detailed written instructions How to send a document for signing in Clio using Secured Signing CLICK HERE: Choose the best way for you to learn: follow our step-by-step video guide or read the detailed written instructions. How to Notarize documents in Clio through Secured Signing CLICK HERE: to follow along with our step-by-step video guide or use the detailed written instructions