Google Docs: Connect the Secured Signing Digital Signing App Step 1: Get Add-onsOpen Google Document, click Add-ons menu, click Get add-ons Step 2: Search for Secured Signing Add-onOn the popup, type Secured Signing from the search box. The Secured Signing Add-on should appear in the result list. Click Free button to connect Secured Signing Add-on with your Google Doc. Step 3: Authorize Permissions to Secured SigningThe Google Doc takes you to an authorization page to allow the privileges that needed in Secured Signing Add-on. Choose your Google Account, the click Allow button to finish the authorization Step 4: Install Secured Signing Add-onOnce Secured Signing Add-on is connected, an initial popup should be shown.Click here to learn more about the Secured Signing Add-on.
Google Drive: Use the Secured Signing Digital Signing App Step 1: Open with Secured SigningRight click your document in Google Drive, choose Open with, then choose Secured Signing – Secure Digital Signature Step 2: Authorize Permissions to Secured SigningThe Google Drive takes you to an authorization page to allow the privileges that needed in Secured Signing App. Choose your Google Account, the click Allow button to finish the authorizationChoose Google Account.Click Allow to authorize. Step 3: Bind to Secured Signing AccountOnce authorized, you need to login to Secured Signing with your account. Register one if you don’t have. Then on the Authorization window, authorize your account. Step 4: Start Signing Your DocumentNow your google account is connected to Secured Signing account, you can process your signing.
Google Drive: Connect the Secured Signing digital signing app Step 1: Open SettingsLogin into your Google Drive, open Google Drive settings. Step 2: Open Apps ManagementOn the Settings popup, click Manage Apps from the left menu, then click Connect more apps from the top center area.Click Manage Apps menu.Click Connect more apps link. Step 3: Search for Secured Signing AppOn the popup, type Secured Signing from the search box. The Secured Signing App should appear in the result list. Click Connect button to connect Secured Signing app with your Google Drive. Step 4: Connect Secured SigningOnce Secured Signing App connected, a connected popup should be shown.Next: Learn How To Use Secured Signing App.
Google Docs Integration Support Guide Welcome to the Secured Signing and Google Docs Integration Support Guide.This guide aims to provide you with the necessary information and steps to optimize the integration between Secured Signing, a leading digital signature solution, and Google Docs, a popular cloud-based document editing and collaboration platform. By following the guidelines below, you can seamlessly incorporate electronic signatures into your Google Docs workflow.Please note: You may need to connect your Google Drive App before connecting Secured Signing Add-on in Google Doc. Otherwise Google Doc add-on may not work properly.Connect Secured Signing AppLearn how to connect the Secured Signing Add-on with your Google Doc.Connect Secured Signing Add-on from Google DocsUse Secured Signing AppLearn how to use Secured Signing Add-on with your Google Doc.Use Secured Signing Add-on in Google DocsGoogle Docs + Secured Signing Demo Video
finPower Connect Integration Support Guide Welcome to the Secured Signing and finPOWER Integration Support Guide.This guide aims to provide you with the necessary information and steps to optimize the integration between Secured Signing, a leading digital signature solution, and finPOWER, a comprehensive finance and loan management software. By following the guidelines below, you can ensure a seamless and efficient document signing process within the finPOWER system.User Guide Secured Signing for finPower Connect – User Guide (PDF)Demo Videos – How to use Secured Signing within finPower Connect.How to setup Secured SigningWebinarsWebinars showcasing finPower Connects integration with Secured Signing.Sign loan agreements online with Secured Signing & finPower Connect
Secured Signing for FastTrack360 Our integration with FastTrack 360 makes it seamless to send, track, and manage electronic signatures. Simplify your hiring, enhance candidate experience, and boost productivity with Secured Signing for FastTrack 360. Experience the convenience of digital signatures today!
Microsoft Dynamics 365: Invite people to sign with We Sign Step 1: Go to any entity which can put notes (e.g. Accounts)Go to any entity which can put notes (e.g. Accounts)Step 2: Create a note with attachmentGo to Notes TabCreate a new note with some file attachmentsWe support following document types:PDF Documents (.pdf)Rich Text Documents (.rtf)Microsoft Word Documents (.docx, .doc)Microsoft Excel Documents (.xlsx, .xls)OpenDocument Files (.odt, .ods)Step 3: Choose “Sign with Secured Signing” menu itemClick … to open extra menu items if you can’t see in menu. Step 4: File list dialog pops and choose file(s) you want to send to Secured SigningFile list dialog pops and show all the attachments in Notes tabYou can choose which file(s) you want to send to Secured SigningFinally, click “Send for Signature” buttonStep 5: Secured Signing get the form data from Dynamics 365Secured Signing gets the form from Dynamics 365 and you can do further operation (e.g. add signature, position signature)Step 6: Place invitee signaturesAdd signatureSelect page on which to put signatures.Select invitee who needs to sign this document.Click Add button to add signatures to current page.Drag the signature to right place.If there are two or more documents, click Next Document button to show next document.Signature propertiesAfter add the signature, the properties will be shown in middle part of the popup. You can change signature settings in it.Invitee details: The name of the invitee.Signature Type: Select between a full-signature or initials. Selecting Initials is much like initialling a paper document.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 organisations require signatures to be visibly consistent with a traditional hand-written signature so they can compare how it looks to their copy on file.Default features: Visible text that will be added to signature field. Date and name of the signature are the defaut.Job 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.Witness: Click “Add Witness” to add a witness signature onto the document. The Invitee will be prompted to invite their Witness to sign the document.Multipage Signing: Allow the Invitee to sign multiple pages once. You specify which pages the Invitee can sign: all pages, odd pages, even pages or specific pages.Remove selected signatureIf a signature has been placed by mistake, you can click it to select and click the red Remove button to delete it.Step 7: Send out invitation to signClick Next to open the signatories’ workflow popup and prepare the signing procedureHere, you can:Set a signing due date / time;Define a specific signing order. (Tick the Sequential box and drag green bar to change order.)Review the details of the invitees.Click Send button to send out the invitation.What’s more, you can:Edit Invitation Email: add personal messages, edit the subject line to send with the invitation emails,or select email template from the listAdd Attachments: add document / flyer files as attachments to send with the invitation emails. Adding attachments to email invitation has no extra cost.Step 8: Check status of sent invitationInvitation process is complete!The invitee will get the email and a tracking record will be added into “Activities” tab (besides “Notes” tab) for the same entity.
Microsoft Dynamics 365: How to send a Smart Doc for signing with Secured Signing Send Smart Doc to Secured Signing Step 1: Go to any entity details Go to any entity detail (e.g. Accounts, Contacts, Leads) Step 2: Choose “Smart Doc” menu item Click … to open extra menu items if you can’t see in menu. Step 3: File list dialog pops and choose file(s) you want to send to Secured Signing The file list shows all word templates for the current entity – including personal and system templates. Choose the Word template you want to send via Secured Signing. Click the “Send for Signature” button to send the form to Secured Signing. Step 4: Fill invitee info Fill in the Invitee’s first name, last name, and email address. The Smart Tags in the document already contain the information needed to tell Secured Signing where the signature is positioned so you don’t need to do this manually. Click Next button to continue Choose Due Date Click Send button to send the document to invitee Step 6: Check status of sent invitation Invitation process is complete! The invitee will get the email and a tracking record will be added into “Activities” tab (besides “Notes” tab) for the same entity.