How to Sign as an Invitee and Nominate a Witness A seamless solution for signing documents as an invitee and nominating a witness. With our innovative platform, you can now complete the signing process efficiently and securely.Watch it in action below!
Send a WeSign Package How to Send multiple Documents with WeSign We Sign by Secured Signing just got better! User-friendly solution to send multiple documents in one simple process securely.Watch the video on how you can use WeSign to send multiple documents as a Package! Step-by-Step process to Send a WeSign Package Select the Documents Upload the Documents into your Secured Signing Account 2. Select the Documents to Send for WeSign Package Tag your Document 3. On the Tagging page, Documents can be selected from the Document List 4. Click Add Invitee and select from Signatures for Signing or Needs to View for viewing the document only– Enter Invitee Details, the minimum requirement is Email Address, First Name and Last Name 5. Add & position the Signature Box on the Document and Customise the process with the Signature Settings. Once tagged, click Next to Tag the other Document in the package – Just like the normal WeSign process, sender can add FormFields to each Document within the package. Send for Signing 6. Check Invitation Workflow to finalise workflow settings. Customise Package Name, Due Date and other Settings 7. Click Send to generate Email Invitation for your Invitee 8. My Documents: In Progress tab includes different actions to check document status, send reminders, or view your document. Each Document also include its own Actions
Face to Face – In Person Signing How to Send a Face-to-Face In-Person Signing In-Person Signing with WeSign! Face-to-Face In-Person signing is a method of obtaining signatures in a secure and reliable manner by conducting In-person signing sessions.If you would like to see “How to use the Face2Face Login Portal” see video at the bottom of this page. Step by Step process on How to arrange a Face-to-Face Signing Face2Face Settings 1. Enable Face to Face Settings from the Account SettingsMy Account > My Settings > Face2Face > Update Settings WeSign Process 2. Upload a Document or Select from the Inbox Document List to do WeSign 3. Tag the Document with a Signer or Viewer and Add the Invitee Details: First Name, Last Name and Email Address Send for Signing 4. After clicking Next, Check Invitation Workflow to finalise workflow settings and Next for More FeaturesTick Face2Face Sign to add the feature on the process. SMS Authentication is the default method when adding Face to Face into the Signing. 5. Click Send to start the process. Check My Documents: In Progress tab for different Signing Actions and Document StatusFace to Face Signing is different from your usual WeSign and FomFiller process, on this process there will be no email invitation sent to the Invitee, only a Notification to the Sender. Face to Face Signing 6. Face to Face Signing is generated from the Sender’s Login Account: In Progress tab > Continue Face2Face Signing 7. Click the Click to Sign button to generate the SMS notification to the Invitee with the passcode Sign as Invitee 8. Confirm Signing Information 9. Capture your Signature to digitally Sign the Document Face2Face Login Portal: Your Hub for Seamless In-Person SigningsThe Face2Face Login Portal is a centralized, secure digital portal where users can manage and complete all their in-person signings through secured signing’s Face2Face solution. This user-friendly interface streamlines executing face2face document signing in a physical location. The portal provides access to scheduled signings, real-time updates and Signed copies once completed.
Create a Form Filler Template How to create Form Filler Templates FormFiller in Action! With our Form Filler solution you are able to fill in any form and sign it with just your mouse and keyboard. Build customised Form Filler Templates and Send! Step by Step process on How to build your Templates with Secured Signing Form Filler New Template From the Templates tab, click Create New Template to start building your Form Filler Template 2. Select any approved file from your File Manager and click Create Template to start Tagging Create FormFiller Template 3. Tag the Document with Signature for Signing and Needs to View for viewing the document only, no signature required 4. Resize and Position the Signature Box on the Document. Signature Settings for extra features to customise the process as well as adding a Witness Signer. 5. Click Add Form Field and Select from the List of Form Field options Form Field Options 6. The most used Form Field is Text Box. Set the Field Settings accordingly based on the workflow.Set Validation for who will Fill the FieldRead Only if you want for the information to be unedited or printed into the DocumentSelect Validation RuleAdd Field LengthSet Field Label from the Drop Down or Set specific LabelSet up Conditional Logic or Formula Field 7. Date Picker is another Form Field option available. Field Settings are available for this field as well.Set Validation for who will Fill the FieldSet Field Label from the Drop Down or Set specific LabelSelect Date FormatFill-in Date to get the Invitee to add the date of SigningSet Conditional Logic 8. Drop Down List is a useful field for when you want the invitee to choose an option from a list. Field Settings are available to customise the workflow.Set Validation for who will Fill the FieldRead Only if you want for the information to be unedited or printed into the DocumentSet Field Label from the Drop Down or Set specific LabelChoose Drop Down List TypeOption to Save and Reuse the ListSelect workflow ChoicesCreate Option ListSet Conditional Logic 9. Multi Line Text Box is a Text Field for invitees to input longer texts, comments or notes.Set Validation for who will Fill the FieldRead Only if you want for the information to be unedited or printed into the DocumentSet Field Label from the Drop Down or Set specific LabelChoose Drop Down List TypeOption to Save and Reuse the ListSelect workflow ChoicesCreate Option ListSet Conditional Logic 10. Other available Form FieldsCheck Box to get the Invitee to Select one or more options.Radio Button allows the Invitee to choose a single option from a set or group of optionsFile Upload Button to request invitees to upload files during the Filling processStrikethrough Text to add Strikethrough mark to void or invalidate a section from the DocumentBlur a Region to hide sensitive information or section from the Document Multiple Invitees 11. Templates can have as much Invitees as required. Invitees can be a mix of Signers and Viewers, as well as default Invitees on the process.Adding an additional invitee can be done during the Tagging, and set a Default Invitee for the Template.Viewer Branch Manager is a default Invitee: Viewer on the process, whenever the Application Form gets signed, Branch Manager receives an invitation to view the Document as well. 12. When there are multiple invitees on the process, Assigned Field option gets added on the Field Settings. It is important to Assign the Field accordingly to who will fill the field based from the list of Invitees on the process. Save Template 12. Click Save as Template to finalise the Template’s Workflow 13. Set additional Workflow Settings for the Template and click Save 1. Add or update Template Name as well as Signed Document Name 2. Export the Data input by the Invitee as CSV on Completion 3. Get a Link – to generate the signing process as a Link Workflow Settings: 4. Select a pre-built Email Template for Invitation Email or Completion Email 5. Add Attachments from Document Library 6. Additional Notification Recipients – Add default notification recipient when the Signing has started, very similar to email CC 7. Additional Completion Recipients – Send a notification to another person when the Signing has been completed
Templates Tab Tools Explained Mastering Templates Tab: Your Guide to Secured Signing Tools Dive into our video explanation covering everything you need to know about Secured Signing’s powerful templates tab tools.For quick reference, find step-by-step instructions detailed below. Templates Tab There are multiple actions and functionalities available in the Templates tab. From Creating the Template, Sending Templates, sharing and editing can be done through this tab. 1. Actions column with different processes for each Templates 2. Templates’ public link 3. Template packages Actions Column Each icon in the Actions have its own functionalities 1. Edit the Template – Add or Remove Signatures or Form Fields 2. Replace the Document – Upload a new Document to replace the document content without changing the Template’s layout 3. Copy the Template – Create a Copy of the exact same version of the Template 4. Share the Template – Select the users to Share the Template with on the Account 5. Delete the Template – completely Delete the template from the Account. Please note once deleted, templates cannot be retrieved 6. Add to Pack – Add the Template into an existing Package Template Package Pack or Package is a set of Documents or Templates that can be sent together for a single, seamless signing process. Great for simplifying document-heavy processes such as Employee Onboarding, Real Estate transactions or Legal and Financial bundles. To create the Package, customise the signing order by selecting the Template to which sequence to be filled and signed Packages will be listed on the Templates tab, ready for sending To make changes into the Package, click the Pack from the side panel for more options or remove a template
Send Form Filler Templates How to send Form Filler Templates Secured Signing’s FormFiller is a powerful feature that simplifies the process of filling out forms electronically. With FormFiller, you can conveniently complete and submit digital forms online, eliminating the need for manual paperwork.Watch it in-action below! Step by Step process on How to send Form Filler Templates with Secured Signing Templates tab From the Templates tab, existing Templates can be Edited, Shared and Deleted and much more 2. Select the Template to Send from the Template List Preview and Send to Preview the Template first and Send for Signing Send button to quick Send the Template for Signing Invitation Workflow 3. Set up Template’s Signing Workflow, such as adding Due Date, Signing Order or Video Signing 4. Set up additional workflow settings for each Invitees on the process Default Invitee’s information will be pulled into the Invitation Workflow 5. Add Invitee Details – First Name, Last Name and Email Address In Progress tab 6. The In Progress tab includes different options to check Document Status, Edit Signing, Send Reminders and much more
Fill and Sign a Template Successfully How to Fill and Sign Form Filler Template with Secured Signing Watch the video above on How to Fill and Sign Templates! The FormFiller provides a user-friendly and efficient way to collect data and complete electronic forms. It eliminates the need for manual paperwork and enables a streamlined and secure process for gathering information from recipients. Step-by-Step guide to Fill and Sign a Fom Filler Template through Secured Signing Access the Template Go to the Inbox where the Email Invitation was sent and Click the blue button to start the Signing process 2. Add the 4-digit passcode from the invitation to successfully authenticate the Template Signing Information 3. Read the pop-up message carefully and click OK to use Electronic Records and Digital Signature Technology to sign the Template Some Fields are automatically filled in based from the information that the Sender provided Mandatory Fields are in Red – these fields must be filled in before Signing the Template 4. Fill the Mandatory Fields with the correct information Click Next to go on the next Field to Fill or click the Field itselfCheck the top panel for useful Actions: Sign button is another way to Sign the Document Signatures to update any Saved Signatures if you have any Save to save the information added, this is helpful when the template is quite big Support to send an email to Secured Signing Sign Out button to log-out of the Signing page Sign the Template 5. Click the Click to Sign box to Sign the Document and Capture your Signature 6. Confirm Form details and Sign the Template Multiple Invitees 7. If there are multiple Invitees on the process – the email invitation will be generated for the next Invitee to Sign or View the Template once the first Invitee has completed the process on their end Next Invitee will access the Template from the Invitation Workflow and add the passcode required Confirm Signing Information to Sign or View the Template Needs to View Invitee 8. Scroll through the Template to View. The counter must be 100% for the Viewer to continue and complete the Signing process Signing Completed! 9. Signing all done. For more information about your Signed Document, contact the Document Owner by replying to the Email Invitation
How to Enable Video Signing Secured Signing’s Video Signing feature revolutionizes the signing experience by allowing participants to sign documents through recorded video sessions. With Video Signing, users can complete the signing process remotely and securely, providing an efficient and convenient solution for organizations and individuals. Watch how you can add this feature on your process below!
How to Manage a Video Signing Meeting Secured Signing’s Video Signing feature revolutionizes the signing experience by allowing participants to sign documents through recorded video sessions. With Video Signing, users can complete the signing process remotely and securely, providing an efficient and convenient solution for organizations and individuals. Skip ID Verification feature for Video Signing sessions Have you ever been in a video signing session where an invitee encountered an issue with ID Verification, potentially causing delays in getting your documents signed? We understand that sometimes, for various reasons, a participant might face difficulties during this step. Now, you have the ability to allow invitees to skip failed ID Verification directly from the meeting room. Now, hosts can allow participants to bypass failed verification—keeping your session on track without delays.🔹 Resolve issues instantly – Keep signings moving🔹 Flexible for participants – Temporary verification challenges? No problem🔹 Maintain momentum – Avoid interruptions in critical signingsLearn more about this feature →