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
Bullhorn: Setup Custom Object Fields Link custom objects in your Bullhorn to Secured Signing to allow your users to add the custom objects’ fields in We Sign and Form Filler.Step 1: Open Secured Signing in the Bullhorn Menu Login to Bullhorn as an Admin User, then navigate to the menu and open Secured Signing in the Marketplace folder. Step 2: Navigate to the Settings Tab and Find ‘More Settings’ Go to the ‘Settings’ tab in the Secured Signing Dashboard, then scroll down until you see the ‘More Settings’ section. Step 3: Choose Custom Objects Use the dropdown under ‘Choose Custom Objects’ to select the custom objects whose fields you would like available for use in Secured Signing. Please note that the first time loading We Sign or Form Filler after adjusting this setting will take longer than usual.Step 4: Save SettingsClick the ‘Save Settings’ button at the bottom of the page.Now, when you open a record that you have a custom object for, you will be able to see the fields linked to that object in We Sign and Secured Signing.
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.
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.