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.
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Adding Video Confirmation for User Authentication Seamless process to adding Video Confirmation for User Authentication and Verify who’s Using the Device. Adding video confirmation for user authentication is an effective way to add extra layer of security and assurance.Secured Signing provides a Video Confirmation feature that enhances the signing process with an additional layer of authentication and verification. With Video Confirmation, users can validate the identity and intent of participants by capturing a video recording during the signing process.
Inviting People To Sign With A Witness Watch this feature in action here!Step 1: Log in to Secured SigningNavigate to www.securedsigning.com and click Login on the top-right of the page.Fill out your Login Details and click LoginStep 2: Add a DocumentFrom My Documents page – Inbox, click the Add Document to show the document uploader and select the document to upload from your PCClick Upload to add the document to your Secured Signing workspace. Once done, the document should appear in your My Documents page Inbox tab. Step 3: Start the We Sign processClick Invite to start the WeSign process like so and it should take you to the WeSign Console Tagging PageTip: If the document is already uploaded on the Inbox workspace, click the WeSign – Invite other to Sign icon on the right hand side.The We Sign console shows a preview of your document and allows you to place signature blocks in an easy-to-use design environment. In We Sign the signature blocks can be for Invitees, Viewer and Witnesses of the signing.Tip: You can navigate within your document by clicking the thumbnail-preview pages to the right or select a page from the page drop-down menu on the top. Step 4: Add Invitee Signature with a WitnessClick Add Invitee to add a signature to your document. You’ll need to click +Add Witness as one of the settings in the signature setting.Other Signature options you can select at the same time are:Invitee details (e-mail, f.name, l.name): Enter the details of the person who is signing the document. An e-mail invitation will be sent to the e-mail address you provide so be sure it is correct!Signature Type: Select between a full-signature or initials. Selecting Initials is much like initialling a paper document. When you set up your graphical signature you must provide both a full signature and your initials.Signature capture format: Specify whether the Invitee can use an E Signature or a scanned signature. An E Signature, whilst still legally binding, can be captured using any of Secured Signings signature capture processes. A scanned signature, however, must be a digital copy of your real signature. Some organizations require signatures to be visibly consistent with a traditional hand-written signature so they can compare how it looks to their copy on file.Title: Include the Invitee’s Job Title with the signature.Reason: Prompt the Invitee to provide a reason for signing to embed in to the signature.Multipage Signing: Allow the Invitee to sign multiple pages. You specify which pages the Invitee can sign; All pages, odd pages, even pages or select specific pages. Step 5: Send out the Invitation/s to Sign Click Next to open the Invitation workflow pop-up and prepare the signing procedure. From here you can define a specific signing order, set a signing due date / time, change the details of the invitees and create custom messages to send with the invitation emails. To specify a signing order select the “sequential” checkbox and click on the green bar to swap order. From the Invitation Workflow the sender can choose who will nominate the Witness, it could be the Invitee or the Sender. Success!Invitation process is complete!Your document now appears in the In Progress folder on My Documents page – where you can view who has signed, and who is yet to sign.When all Invitees have signed you will be sent a confirmation email and the document will be moved to your Signed Folder.
Preparing A Form With Form Filler (This guide is also available in video format here) Step 1: Adding fields and signatures Once you have your document ready and loaded in to the Form Filler designer you have many options for creating and customising your form. You can add Signatures blocks where the Invitee/s will sign and choose from many fields that the primary Invitee will fill such as Name, Address, Company, Date and many more. For some of the fields the service will automatically fill in the details , such as Name, and allow the Invitee to quickly check all details are correct. To Add a Signature block click the Add Sig button on the left-hand side of the designer. To Add Form Filler Fields click on add Form Control Button at the top, Fields setting menu open on the left-hand side and click on any of the field label in the list or type your own. A field-block with some preview text inside will appear on your document which you can position and resize to where the Invitee will enter the details. Step 2: Positioning and resizing signatures and fields To reposition any field or signature block simply use the mouse to drag and drop anywhere on the document. To resize any field or signature block click and drag on the handles or the very edge of the block. Optional: Zoom the document for easier editing If you find your document too small to read and difficult to accurately position then you can zoom the document by moving the slider on the top right -hand side of the page. Optional: save as a template To save a copy of the form click on the button at the top menu, save as a template. Type the name you’d like to save it as in the pop-up. Now you can use it over and over again without having to go through the setup process each time, and invite more invitees to fill-in and sign online. Step 3: Prepare to send the document Once you are ready to send the document, continue to the next step by clicking the next button. Enter invitee details in the pop-up setup the due date. If you have more than one Invitee on your form then whoever is highest on the list will be the one to fill out the form. To change signing order click on the green bar and move it up and down. To edit Invitee details such as E-mail, name, just type it in the right place. When you’re happy with the workflow click Send to send out all invitations. You can monitor signing progress from your In Progress folder on your My Documents page. Once the Form has been filled in and the document signed then it will be moved to your Signed folder and you will be notified by E-mail.
Signing As A Witness (This guide is also available in video format below)Step 1: Receive an email invitation to signIf you received an email invitation to witness a signed document follow the link in the email to Witness or log in with an existing account. If prompted.Step 2: Accept signature statusA Document Verification popup will let you know if there are no signatures found, all signatures valid or if some invalid signatures are detected. You can use this information to decide if you’d like to continue the process. To continue, click ‘Ok’.Step 3: Capture your graphical signatureOnce you’ve logged in if you havn’t already captured your graphical signature, you’ll need to do so.Once you have captured your graphical signature it is stored in the Secured Signing service ready to use many times.See Capture your graphical signature for a more detailed example.Step 4: Sign as a WitnessReview the document and signatures placement. A ‘Sign Here’ sticker indicates where your signature/s will be signed. Enter your details and the security code from your email invitation and click ‘Sign’.Success!Witness process is complete!The document has been signed and is automatically returned to the document owner’s ‘Signed’ folder. View a demonstration on how to sign as a witness.