Manage document progress in Secured Signing Step 1: Open Secured Signing Document List In Secured Signing My Documents Login to Actionstep, open any matter, go to the Secured Signing tab, then click the Check Document Status button. Here you can see your In Progress documents and your Signed documents. In Secured Signing Dashboard Login to Actionstep, open any matter, go to the Secured Signing tab, then click the Dashboard button. Go to the Document Status tab. Here you can see your In Progress documents and your Signed documents. Step 2: Document Grid In the document grid, you can find columns Document Name Invitees Names Process Start Date Video Signing Meeting Date (if applicable) Process Due Date Process Status Last Signed Date Document Actions – what you can do with the document The folder structure from the matter is used to organize documents in Secured Signing. You can search for documents using the search button on the right header. Documents in a package are grouped, and you can expand the package to see all documents inside. Step 3: Document Actions Each document comes with some Secured Signing actions, including: View the document View the log for the document View emails sent for the document Check if the document has verified digital signature(s) Edit the signing process Open the document progress popup to manage the signing process Send the document to someone Delete the document and stop the signing process Organize the document into folders Check the signing completion certificate Step 4: View Document Progress Click the i icon to check the progress of the document. A document signing progress pop-up will display to show the progress of the document, including, including which invitees have signed, and which have not. Step 5: Extend Document Due Date In document signing progress pop-up, you can change the due date of the document. Click the date-time control to show a date picker, which will display the available dates you can choose from. Choose a date and time here. Click the Extend button to change the due date. * If the document status is completed, you can review the due date but can’t change it. Step 6: Update Document Signatories In the document signing progress pop-up, you can change the signatories of the document. 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 the Update button to make the changes. * If the invitee already signed, you can’t edit or remove it.
Actionstep – Notarize documents in Secured Signing Step 1: To get started sending a document for Remote Online Notarization Login to Actionstep, open any matter, go to the Secured Signing tab, then click the Send for Signature button. Step 2: Choose your document You will continue to the Inbox tab in the My Documents page. Here, find the document from your matter that you would like to send for signing, then click the Start RON button. Step 3: Go through the RON wizard In the RON wizard, add your invitees, select their authentication method, schedule the video signing meeting and more before continuing to document tagging. Step 4: Add invitees, fields, and notary seals to the document Add the invitees’ signatures and your notary signature and seal to the document. You can also add form fields for you and/or your invitees to fill before signing the document. Then, click Next to continue to the Invitation Workflow. Step 5: Check before sending Change any settings/features in the Invitation Workflow pop-up before clicking Send to send the document for signing. Step 6: Start and join the video signing meeting 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: Enable signing for the invitee Now you can enable signing for the invitee, prompting them to share their screen before filling and signing. 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.
Actionstep – Send documents for signing in Secured Signing Step 1: To get started sending a document Login to Actionstep, open any matter, go to the Secured Signing tab, then click the Send for Signature button. Step 2: Choose your document You will continue to the Inbox tab in the My Documents page. Here, find the document from your matter that you would like to send for signing, then click the Invite others to sign button. Step 3: Add invitees and fields to the document Add the invitees that you would like to sign the document. You can also add form fields for your invitees to fill before signing the document. Then, click Next to continue to the Invitation Workflow. Step 4: Check before sending Change any settings/features in the Invitation Workflow pop-up before clicking Send to send the document for signing. Step 5: Invitee signs the 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 6: Signed document is saved back to the matter in Actionstep When the signing process is completed for the document, when you return to the matter documents in Actionstep, the signed document will be saved back.
Actionstep | Connect users in your company to Secured Signing Step 1: Open Secured Signing in a matter in Actionstep Login to Actionstep as an admin user. Open any matter, go to the Secured Signing tab, then click the Dashboard button. Step 2: Open Admin tab in Secured Signing Dashboard Navigate to Secured Signing User Connections Click Admin tab to get User Connection list. Step 3: Manage User Connections If a user has not connected yet, when you click the Actions button, the options are: Connect as Standard User: Click to connect this user to Secured Signing, allowing them to view only their own documents. Connect as Collaborator: Click to connect this user to Secured Signing, allowing them to view their own and others’ documents. If a user has connected, when click Actions button, options are User Role: Click to show a pop-up allowing you to switch the user between being a Standard User and a Collaborator. Disconnect: Click to remove user connection, a popup will show to double confirm the disconnect action.
Connect Secured Signing to Actionstep Step 1: Open the link to the Secured Signing Connection WizardTo begin, open the Secured Signing Connection Wizard by following the link below. This will initiate the integration process directly within Actionstep:https://www.securedsigning.com/actionstep/connect.aspx As part of your setup, you’ll receive a 14-day free trial, which includes a generous allowance of 25 documents per user. You can connect as many users as you need during this period to fully test the workflow.Once your trial concludes, you can seamlessly transition to either our Enterprise or Monthly plan based on your firm’s requirements. If you have any questions regarding the setup or plan options, please don’t hesitate to reach out to our support team. Step 2: Step by Step Connection Wizard Click Start to Connect to continue. Step 3: Login to ActionstepYou will be asked to login to your Actionstep account before continuing. Please login to an account with admin permissions. Step 4: Fill-in your Company Details Register a Secured Signing company account The integration takes company details from Actionstep for you; correct or complete fields if anything is wrong or missing. Please agree to Secured Signing’s Terms of Use before you continue. Click Connect to setup a Secured Signing account for your company. Step 5: Connect Users to Secured Signing You can connect user to Secured Signing now so they can start to use it; or you can manage user connections later in Secured Signing dashboard. The integration gets a list of available users from Actionstep. Click Actions and choose Connect to connect selected user Click Next to go to the next step. Step 6: Set-up Company Account Successfully Your Secured Signing company account has been created. Click the Go back to Actionstep button to continue. Step 7: Grant Matter Permissions to Secured Signing For this final step you must be logged into Actionstep as an admin user with authority. In Actionstep, go to Admin -> Users & Permissions -> System Roles -> Data Permissions. In the System Role dropdown, select ‘User’, then in the System Object, select the matter that you would like to use with Secured Signing, making sure to select the option followed by ‘Secured_Signing’. Enable the ‘can_read’ and ‘can_write’ permissions. Finally, click Save. Repeat steps 2-4 for each matter type you wish to use Secured Signing with. You can now go to any matter with one of these matter types and begin to use Secured Signing.
Actionstep Integration Support Guide Connect Secured Signing to Actionstep CLICK HERE: to follow along with our step-by-step written instructions Connect users in your company to Secured Signing CLICK HERE: to follow along with our step-by-step written instructions Actionstep - Send documents for signing in Secured Signing CLICK HERE: to follow along with our step-by-step written instructions Manage the document process in Secured Signing Follow our step-by-step written guide here Actionstep - Notarize documents in Secured Signing CLICK HERE: to follow along with our step-by-step written instructions
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.