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
NetDocuments Integration Support Guide Effortless Document ProcessingSending documents for signature has never been easier. Recipients can seamlessly sign from any device without the need to create an account or download software. Our intuitive interface guarantees a smooth experience for both signers and administrators. How to Enable the Secured Signing Integration in NetDocuments Step 1: In NetDocuments, navigate to your Cabinet in the Admin Console, then click Integrate external applications. Step 2: In the External Applications page, enable both Secured Signing – Get Document Status, and Secured Signing – Send for Signature, then click Save at the bottom of the page. How to send a document for signing in NetDocuments using Secured Signing Boost your business efficiency with NetDocuments and Secured Signing. By combining the robust document management of NetDocuments with the advanced eSignature and online notarization of Secured Signing, your business will achieve unparalleled efficiency. How to Notarize documents in NetDocuments through Secured Signing
How to send a form in Tracker Support Page: Eliminate Paper with Secured SigningSay goodbye to outdated paper processes! With Secured Signing, you can eliminate the hassle of printing, signing, scanning, and uploading. Transform any paper form into a seamless, secure digital experience.How to Send a Secured Signing Template Through Tracker Follow these simple steps to send a Secured Signing template using Tracker: Open a RecordBegin by opening the specific record you want to work with.Access the Action MenuClick the Show Action Menu button located in the top-right corner of the record.Select Send a Form from the dropdown menu.Choose Secured SigningIn the Send a Form pop-up, click the Secured Signing button.Select the template(s) you want to send and click Prepare.Confirm Field Data & Add InviteesVerify that all field data is correct.Add any additional invitees if needed.Send the FormClick the Send… button to finalize and send the form.Track the Signing ProcessLog in to your Secured Signing account.Navigate to the In Progress tab to monitor the status of your form.With Secured Signing, streamline your workflow, save time, and reduce your reliance on paper. If you need further assistance, our support team is here to help! For more details on Tracker and how it integrates with Secured Signing Click here
Tracker Integration Support Guide Welcome to the Secured Signing and Tracker Integration Support Guide!Streamline your recruitment process and empower your team to place more candidates and clients by eliminating double data entry and reducing paperwork for greater efficiency.This guide will help you understand and maximize the benefits of integrating Secured Signing, a trusted digital signature solution, with Tracker, a leading applicant tracking system (ATS). Follow the steps below to simplify your document signing workflow and achieve seamless efficiency within the Tracker platform. Setting Up and Using Secured Signing for Tracker How to send a form in Tracker For more details on Tracker and how it integrates with Secured Signing Click here
Setting Up and Using Secured Signing for Tracker This guide walks you through setting up, enabling, and using Secured Signing within Tracker.For an easier learning experience, consider splitting this into two parts:Setting Up and Enabling Secured Signing in Tracker – Step-by-step instructions on connecting Secured Signing to your Tracker account.Sending Documents for Signing from Tracker – Learn how to seamlessly send documents for digital signing directly from within Tracker.This approach ensures a smooth integration and efficient document management process. How to Link Your Secured Signing Account with Your Tracker System Step 1:Click on your name in the top-right corner of your Tracker system and select “My Settings.”Step 2:Scroll down to the Secured Signing Plugin section and toggle it on.Step 3:Next, you’ll need to enter your API Account ID and API Account Secret.To find these, log into your Secured Signing account:Click on “My Account” on the left-hand menu.Select “My Settings” and scroll down to locate your API Key and Secret.Ensure the OAuth2 and Callback toggles are switched on before proceeding.Add this URL to the Access URLs in the API settings in your Secured Signing account https://*.tracker-rms.com/SecuredSigning/CallBack Then, click the + sign button and make sure click “Update API Settings” button to Save Step 4:After entering your API Account ID and Secret, log in using your Secured Signing credentials.Once logged in, you’ll be able to send forms directly from your Tracker system.For more videos on creating or editing forms, click here to view our full library of tutorials. For more details on Tracker and how it integrates with Secured Signing Click here
Configuring Okta Single Sign On for Secured Signing Setting up Okta for use with Secured Signing will allow users to login to Secured Signing by using their organizational account in Okta as the Identity Provider. When the Okta single sign on option is enabled in Secured Signing, logged in users will not need to enter their password in Secured Signing.(This article is designed for Secured Signing Enterprise Admins.)The configuration process requires:Supported FeaturesRequirementsConfigure app in Okta for your organizationConfiguration of your Secured Signing membership to accept authentication against OktaLogin with Okta Single Sign On from Secured SigningLogin with Okta Single Sign On from the Okta Dashboard Support Features IdP Initiated Auth Flow: Single Sign-On (SSO) using OpenID Connect (OIDC) initiated from Secured Signing App in Okta.SP Initiated Auth Flow: SSO using OIDC initiated from Secured Signing. Requirements Administrative access to an Okta organizationAdministrative access to a Secured Signing Enterprise Account Configure app in Okta for your organization 1. Login to your Okta organization (https://login.okta.com) with an administrator account, and click ‘Admin’ to access the admin portal. 2. Under the Applications dropdown in the menu, click Applications.3. Click the Browse App Catalog button. 4. Search for and add the Secured Signing application.5. Assign users or groups who require access to Secured Signing.6. In the Secured Signing application, go to the Sign-On tab and note down the Client ID and Client Secret. Configuration of your Secured Signing membership to accept authentication against Okta 1. Login to the Secured Signing Enterprise Portal. (https://www.securedsigning.com/Partners/Login) and go to Memberships.2. Select the membership that requires Single Sign On with Okta. 3. Click the Single Sign On tab. 3. Tick Enable Okta. 4. Enter your Okta Domain, Client ID, Client Secret. a. Your Okta Domain can be found by logging into your Okta organization, clicking your email in the top-right of the page, and clicking ‘Copy to clipboard’ next to the domain. b. Your Client ID and Client Secret can both be found in the General tab in your Secured Signing application in Okta. 5. Click the Save Settings button. Now, all users in the selected membership, that are also assigned to the Secured Signing app in Okta, will be able to use Okta to login. Login with Okta Single Sign On from Secured Signing Once your membership is set up to use Okta to login, your Okta users that are also have Secured Signing accounts in the membership can login to Secured Signing by following these simple steps.Go to the Secured Signing Okta login page (https://www.securedsigning.com/Login.aspx?sso=okta).Enter your email address and click Log in with Okta. You can check ‘Remember my email’ to login with Okta next time. You will be redirected to the Okta login page, where you must enter your Okta login details (your email address will already be filled out). After successfully authenticating with Okta, you will be directed back to Secured Signing, where you will now be successfully logged in. Login with Okta Single Sign On from the Okta Dashboard1. Login to your Okta account (https://www.login.okta.com). 2. In the My Apps section of the user dashboard, click the Secured Signing tile. 3. You may be asked to authenticate with Okta before continuing, in this case, enter your Okta password and any other required authentication. 4. After authenticating with Okta, you will be taken to Secured Signing, where you will now successfully be logged in.
FormFiller with Conditional Logic and Formula Fields How to set-up FormFiller with Conditional Logic and Formula FieldsConditional Logic and Formula Fields help create an effective and comprehensive business solution and signing workflow.