Microsoft Dynamics 365: How to build a Smart Doc using Smart Tags Build smart doc by creating a Microsoft Word Template for Dynamics 365 + Secured Signing Smart TagStep 1: Create a Microsoft Word Template in Microsoft Dynamics 365Microsoft.com – Use Word templates to create standardized documentsPowerObject.com – How to Create a Microsoft Word Template in Microsoft Dynamics 365 Step 2: Add Secured Signing Smart TagSecured Signing SmartTag GuideAdd Secured Signing smart tag into above created word template on the proper place which you want to sign.Smart tag firstname/lastname/email can be replaced by Word Template XML Mapping.
Microsoft Dynamics 365: Get/Install the Secured Signing plugin from Microsoft AppSource Step 1: Go to Microsoft AppSource Go AppSource Website Step 2: Search “Secured Signing for Dynamics 365” Step 3: Open “Secured Signing form Dynamics 365” plugin landing page Open the Secured Signing plugin page where you can view further details. Step 4: Click “Free Trial” to install the Secured Signing plugin Click “Free Trial to open a new popup window Click the button for “I give Microsoft permission…” Click “Continue” We assume that you are already logged in to AppSource with a Dynamics365 account with administrator permissions. Step 5: Choose which Dynamics 365 instance you want Microsoft will ask to choose which Dynamics 365 instance you want to install. Step 6: Installing Secured Signing Plugin Microsoft will install the Secured Signing plugin. You can check the progress in the Dynamics 365 Administration Center. Step 7: Start to use Secured Signing plugin The D365 Admin user can find the Secured Signing plugin in “Settings” > “Solutions”.
Microsoft Dynamics 365: Send online forms to fill and sign with Form Direct Please contact Secured Signing to create bespoke online forms for your company and we can make these available in your service via D365 Secured Signing plugin. Step 1: Go to any entity details (e.g. Accounts) Go to any entity detail (e.g. Accounts, Contacts, Leads) Step 2: Choose “Form Direct” from the dropdown menu Click to open the extra menu items, this will open Secured Signing. After click, it will jump to Secured Signing Step 3: Select which forms you want to send There may be some default forms already available in your service but please contact Secured Signing for bespoke forms for your business. Step 4: Fill invitee details Fill invitee firstname/lastname/email. Click Next button to continue. Choose email template. Click Next button to continue. Choose Due Date. Click Next button to continue. Step 5: Review and send out invitations Review all the settings before sending. Click Finish button to send. 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.
Microsoft Dynamics 365: Create/Connect Secured Signing Enterprise Account within Microsoft Dynamics 365 Step 1: Go to Dynamics 365 instance Open your Dynamics 365 instance in the web browser. Step 2: Open Secured Signing Settings Navigate to Secured Signing Settings Open Sales and go to the Settings Menu. Click the SSL App Settings button under application. Step 3: Secured Signing Settings Page Appear The settings page appears. You need to login Step 4: Login with Organization Administrator Click the “Authorize Secured Signing App” button in the settings page. You must be a Systems Administrator to do this. Step 5: Create Enterprise Account Trial for 30 Days On the first installation, click the OK button to create a Secured Signing Enterprise Account for a 30-day trial. Step 6: Connect CRM users to Secured Signing After creating your Enterprise Account, you need to bind your CRM users to Secured Signing. Tick the “Connect” checkbox on each selected CRM user and then click the green “Connect” button. If one of these users already has an existing Secured Signing account, please contact us directly. Step 7: Setup Successfully Congratulations! You just created an Enterprise Account for a 30-Day trial and connected your existing users to Secured Signing. The status will now show as “Free Trial”. You will be sent an email to activate the new account to start using the service.
Microsoft Dynamics 365: Document Signing Example Watch this video to see in action our integration with Microsoft Dynamics 365. You can see how to send a document for signing from a Dynamics record, the signing experience and the signed document saving back to the Dynamics record.
Bullhorn: Use Smart Tags in Bullhorn Make Bullhorn Document’s template ready for Secured Signing by adding Smart Tags to templates.Step 1: Open Secured SigningOpen a record that the entity is Secured Signing integrated.Click Secured Signing in Actions dropdown menu. Step 2: Start Smart TagIn Secured Signing start page, Select Smart Tag Step 3: Select Documents including Smart TagsYou can select documents either from local files in your computer or from Bullhorn.Select documentsClick Upload From PC button to select files in your computer.Or client the checkbox to select files from BullhornYou can select multiple documents and invitees can sign them at one time.Secured Signing supports following document types:PDF Documents (.pdf)Rich Text Documents (.rtf)Microsoft Word Documents (.docx, .doc)Microsoft Excel Documents (.xlsx, .xls)OpenDocument Files (.odt, .ods)Start Smart TagAfter selecting files, click Send For Signature button to start.Step 4: Fill Invitee DetailsSecured Signing analyze the Smart Tag in the document and pickup invitees inside.Check or fill email and name, whilst some documents also require mobile to send code via SMS to Authenticate invitee before signing.By default, the integration grabs names, emails and mobile number from someone related to current Bullhorn record, i.e.:You can also enter or edit some other name and emails.After completing filling all invitees, click Next will go to next step. Step 5: Send Out Email Invitation to SignSet a signing due date / time;Click Send button to send out the invitation. Step 6: Check Status of Sent InvitationInvitation process is complete!The invitee will get the email and a document record will be added into your document list in Secured Signing tab to follow up the process.
Bullhorn: Set-up Form Direct Field Mapping Please contact Secured Signing to create Online Forms for your company and it will be available in Bullhorn Secured Signing integration.Step 1: Open Secured Signing in Marketplace in Bullhorn MenuLogin to Bullhorn with an Admin UserOpen Secured Signing in Menu/Marketplace Step 2: Find Admin Portal in Secured Signing DashboardAdmin PortalA button that redirect you to Secured Signing Enterprise Portal where you can manage company settings; only visible for the user that has Secured Signing admin role.When a user has been assigned the admin role, an notification email will be sent. Step 3: Go to Form Direct SettingsIn Secured Signing Enterprise (Admin) PortalSelect Settings in the menuSelect Form Direct in the right panelIn Form Direct SettingsSelect a form to setupSelect Field Mapping in the tabSelect Bullhorn from the drop down list Step 4: Map FieldsThere are field list from the Form Direct form, setup the mapping one by one.Secured Signing Form Fields: list the fields in the formBullhorn Field Group: the entity in Bullhorn, e.g. a candidate or a client contactBullhorn Field Name: the field of the entity, e.g. first name of the candidateForm Field SettingsShow Value: whether to show the value in the form if the value is existing in BullhornEditable: whether to allow the invitee to edit the field or read onlyUpdate Bullhorn Value: whether to update value in Bullhorn after the form signed Step 5: Save MappingClick Save button to save the mapping.Now start a Form Direct process, the fields should work as the setting in mapping.
Bullhorn: Send Online Forms to Fill & Sign with Form Direct Step 1: Open Secured SigningOpen a record that the entity is Secured Signing integrated.Click Secured Signing in Actions dropdown menu. Step 2: Start Form DirectIn Secured Signing start page, Select Form Direct. Step 3: Select FormsWhen open Form Direct wizard the integration will grab a list of forms from Secured Signing for you.Select one or more formsClick Next button to go to next step.Step 4: Fill Invitee DetailsThere are invitees required by forms in the list. Select to fill one by one.Select or fill email and name, whilst some forms also require mobile to send code via SMS to Authenticate invitee before signing.By default, the integration grabs names, emails and mobile number from someone related to current Bullhorn record, i.e.:Candidate: candidate and current loginCompany: client contact and current loginPlacement: candidate, client contact and current loginClient Contact: client contact and current loginYou can also enter or edit some other name and emails.After completing filling all invitees, click Next will go to next step. Step 5: Review and Send out Email InvitationsName: the name will be the prefix before form name to generate document name to sign.Set signing due date.Review invitee details; if there’s any mistake, click Previous to go back to correct.Click Send to send out invitations. Step 6: Check Status of Sent InvitationInvitation process is complete!The invitee will get the email and a document record will be added into your document list in Secured Signing tab to follow up the process.
Bullhorn: Create a Document Template with Form Filler Step 1: Open Secured SigningOpen a record that the entity is Secured Signing integrated.Click Secured Signing in Actions dropdown menu. Step 2: Start Form FillerIn Secured Signing start page, Select Form Filler.In Secured Signing document template grid, click Create Template to start Step 3: Select documentsYou can select documents either from local files in your computer or from Bullhorn.Select documentsClick Upload From PC button to select files in your computer.Or client the checkbox to select files from BullhornYou can only select one document to create a templateSecured Signing supports following document types:PDF Documents (.pdf)Rich Text Documents (.rtf)Microsoft Word Documents (.docx, .doc)Microsoft Excel Documents (.xlsx, .xls)OpenDocument Files (.odt, .ods)Start DesignAfter selecting file, click Select this file button to start.Step 4: Add FieldBy default, the integration grabs fields related to current Bullhorn record.Or you can insert Secured Signing fields:Text BoxMulti Line Text BoxCheckboxRadio ButtonDatepickerDrop Down ListFile Upload Button Step 5: Place invitee signatures and fieldsAdd signatureSelect page on which to put signatures.Select invitee who needs to sign this document.Click to signatures to add to current page.Drag the signature to right place.Add FieldSelect page on which to put field.Select field to fill in this document.Click field to add to current page.Drag the field to right position.Remove selected signature or fieldIf a signature or field has been placed by mistake, you can click it to select and click the red Remove button to delete it.Step 6: Save templateClick Save as Template to save current template designHere, you can:Give the template a nameChoose if you’d like to get template data after it signedClick Save button to save the template.Go back to the template grid to send the template to sign.
Bullhorn: Invite People to Sign a Document Template with Form Filler Step 1: Open Secured SigningOpen a record that the entity is Secured Signing integrated.Click Secured Signing in Actions dropdown menu. Step 2: Start Form FillerIn Secured Signing start page, Select Form Filler. Step 3: Document Template GridIn the template grid, you can find columnsTemplate NameTemplate CreatorTemplate Last Changed DateExport Form DataBroadcast EnabledTemplate Actions that what you can do with the templateYou can create pack to organize the template in the left panel.You can Search template using the search button on the right header.When choose a pack to send, a package will be created from the templates inside packWhat you can do with the templateEach template comes with Secured Signing basic actions, including: Click to edit the template: Click to replace the templete document to a new one: Click to copy the template to a new one: Click to share the templte within your organization: Click to delete the template: Click to orginize the template in packs Step 4: Select Template and SendIn the template grid, select one or more templateClick Send button to start to create a document from the template and send for signaturePreview and SendClick the dropdown list besides SendA document preview will show up to let your preview the documentAfter preview, click Next to go to next step Step 5: 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 6: Check status of sent invitationInvitation process is complete!The invitee will get the email and a document record will be added into your document list in Secured Signing tab to follow up the process.