Bullhorn: Invite People to Sign with WeSign Step 1: Open Secured SigningOpen a record that the entity is Secured Signing integrated.Click Secured Signing in Actions dropdown menu. Step 2: Start We SignIn Secured Signing start page, Select WeSign. 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 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 We SignAfter selecting files, click Send For Signature button to start.Step 4: Select InviteesBy default, the integration grabs names and emails of a person who’s related to current Bullhorn record, i.e.:Candiate: candiate and current loginCompany: client contact and current loginPlacement: candiate, client contact and current loginClient Contact: client contact and current loginYou can also add or edit invitee with name and email at this stage.Select invitees to continue. Step 5: 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 6: 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.If there are two or more documents, click Next button to show next document.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.If there are two or more documents, click Next button to show next document.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 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 document record will be added into your document list in Secured Signing tab to follow up the process.
Bullhorn: Manage the Document Process within Bullhorn Step 1: Open Secured Signing Document List In Secured Signing tab Login to Bullhorn Open a record on the entity that Secured Signing integrated Open Secured Signing in the tabs In Secured Signing Dashboard Login to Bullhorn Open Secured Signing in Menu/Marketplace Open Document Status in the tabs Step 2: Document Grid In the document grid, you can find columns Document Name Invitees Name Process Start Date Process Due Date Process Status Last Signed Date Document Actions that what you can do with the document You can create folder to organize the document in the left panel. You can Search document using the search button on the right header. Documents in a package are grouped, you can expand the package to see all documents inside. Step 3: Document Actions What you can do with the document Each document comes with Secured Signing basic actions, including : Click to view the document : Click to view the log for the document : Click to check if the document has verified digital signature : Click to open document progress popup to manage signing process : Click to send document to a person : Click to delete document and stop the signing process : Click to orginize the document in folders Step 4: View Document Progress Click icon to get the latest progress of the document. A document progress popup will show up to display the progress of the document: Document due date; Invitees in the document. Step 5: Extend Document Due Date In document progress popup, you can change the due date of the document. Click the date-time control to show a date picker, which will display the available date you can choose. Click Extend button to change the due date. * If the document status is completed, you can review the due date but can’t change it any more. Step 6: Update Document Signatories In document progress popup, you can change the signatories of the document. Select an invitee. Edit the invitee name and email. 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 Update button to make the changes take effect. * If the invitee already signed, you can’t edit or remove it.
Bullhorn: Find the integration within Bullhorn Step 1: Open Secured Signing in Marketplace in Bullhorn menu Login to Bullhorn with an Admin User Open Secured Signing in Menu/Marketplace Step 2: Find Secured Signing Dashboard See a more detailed guide here. Dashboard Dashboard shows overview signing summary in current billing cycle of the connect Secured Signing account. Document Status Document Status shows all documents that the signing process is in progress or completed, and you can manage the progress here. See here for a more detailed user guide. Report You can run reports to have a overview across the selected data range. My Account Your Secured Signing Account Summary Admin User connections can be managed here. See a more detailed user guide here. Admin Portal A 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. Settings You can setup settings for your Bullhorn integration to make it work for you better. Step 3: Find Secured Signing action and tab in Candidate Login to Bullhorn Open a candidate record Find Secured Signing in the Actions dropdown list. *tip: if you just get the integration ready, it should be that last one at the bottom of the list. Find Secured Signing in the tabs *tip: if you just get the integration ready, it should be that last one in the tabs. Step 4: Find Secured Signing action in Candidate List Login to Bullhorn. Open candidate list and select one or more candidates. Find Secured Signing in the Actions dropdown list.*tip: if you just get the integration ready, it should be that last one at the bottom of the list. Step 5: What’s in the Secured Signing action A start page will show after clicking Secured Signing action. There are 4 major features Secured Signing integrated in Bullhorn We Sign: Prepare your document, add form fields and signatures, send invitation for others to fill-in and sign within seconds with a signing workflow. Signed document and fields data saves back in Bullhorn. Smart Tag: Make your RTF and PDF document templates Secured Signing ready by adding smart tag texts to your documents & automate the signing process and workflow. Signed Document saves back in Bullhorn. Form Filler: Create your Secured Signing forms and templates, add signatures and form fields. Speed up the signing process and workflow by using document templates. Signed document and fields data saves back in Bullhorn. Form Direct: Secured Signing customize forms to your business needs, workflow, data mapping and validation rules. Invite others to fill in & sign Mobile ready web forms. Signed document and fields data saves back in Bullhorn. Smart Tag is not available if the action starts from record list and multiple records are selected. Step 6: What’s in the Secured Signing tab In Secured Signing tab, you can find the documents list related to the current record and you can manage the signing process here. Step 7: Secured Signing in other place You can also find Secured Signing in other entity types that Bullhorn recommanded Candidate Company Client Contact Placement Also you can setup Secured Signing custom action and tab in other entities based on your business needs.
Bullhorn: Connect Users of your Company to Secured Signing Step 1: Open Secured Signing in Marketplace in Bullhorn menuLogin to Bullhorn with an Admin UserOpen Secured Signing in Menu/MarketplaceStep 2: Open Admin tab in Secured Signing DashboardNavigate to Secured Signing User ConnectionsClick Admin tab to get User Connection list.Step 3: Manage User ConnectionsIf a user has not connected yet, when click Actions button, options areConnect: Click to connect this user to Secured Signing.If a user has connected, when click Actions button, options areUpgrade: Click to upgrade this user from trial, so that this user will use the paid planAdd/Remove Admin Role: Click to add or remove admin role; Admin role allows this user can login to Secured Signing Enterprise portal to manage company account settings.Disconnect: Click to remove user connection, a popup will show to double confirm the disconnect action.
How to Add Secured Signing to your Bullhorn environment Welcome to our step-by-step guide on integrating Secured Signing into your Bullhorn account! To ensure a smooth setup process, please reach out to your dedicated Bullhorn account manager and request the activation of Secured Signing functionality.Once enabled, follow these four simple steps:Initiate Connection: Click “Start Now” to establish the connection between the two systems.Complete Company Details: Enter your company information and consent to secured signing’s terms of use.Connect Your Users: Carefully select and connect only the users who require document signing capabilities. Use the “Connect” action and designate as standard users or collaborators based on their document management needs.Upon successfully connecting your users, proceed to the next step and voila – you’re done! You’ll then find yourself on the secured signing dashboard.Need to make modifications? Head over to the admin tab where you can update payment details and manage secured signing users effortlessly. For specific Secured Signing settings, explore the admin portal for further customization.Should you have any queries, drop us an email at bhsales@securedsigning.com or explore our Bullhorn integration page for additional support.Thank you for choosing Secured Signing to streamline your Bullhorn experience!
How to Send Documents for Signing within Bullhorn Discover the convenience of Secured Signing, now seamlessly integrated into the Bullhorn Marketplace.Easily send documents for online filling and signing. In this tutorial, learn how to efficiently send a one-time document for signature.Just follow these easy steps:Within Bullhorn, locate your desired candidate or client, then navigate to the Actions button and select Secured Signing. Opt for the ‘We Sign’ feature to invite multiple signatories for a single document. Upload the document from your Bullhorn record or your computer.Initiate the ‘We Sign’ process by selecting the document and clicking ‘Send for Signature’. This two-stage process involves specifying signatories and their positions within the document.Easily add invitees, adjust signature placement, and customize settings.Set the signing workflow preferences—due dates, signing order, email templates, additional attachments, and more—based on your preferences and enabled Secured Signing settings.Once sent, the invitee, like candidate Stuart Wood, receives an email invitation, with an associated note under their profile within Bullhorn.To monitor the signing progress, access the Secured Signing tab within the candidate’s profile. View live signing workflows, status updates, start and due dates. Further manage the signing process seamlessly by clicking the information icon.Thank you for exploring this efficient demonstration. For any inquiries, don’t hesitate to reach out.
How to Create Digital Document Templates for signing within Bullhorn Discover how Secured Signing, our Bullhorn Marketplace partner, simplifies digital document creation within Bullhorn.Our video guide (see below) illustrates converting existing paperwork into customizable digital templates.Choose your Bullhorn record, access Secured Signing via ‘Actions’, and opt for ‘Form Filler’.Upload your document, add fields and signature placeholders using the intuitive designer tool, and preview the layout before saving it with a descriptive name.Select your template and send it with ease, auto-populating signing details. For more details watch the demo video below.Thank you for exploring this effortless way to create digital templates in Bullhorn with Secured Signing
How to Create Custom Forms in Bullhorn with Secured Signing Explore FormDirect, a powerful tool within Secured Signing, our Bullhorn Marketplace integration. FormDirect serves two primary purposes:firstly, offering pre-built government forms in HTML5 format accessible to all users.Secondly, it provides customization options for tailored forms with specific workflows, validation rules, and Bullhorn data mapping.Our FormDirect forms are optimized for mobile use, ensuring accessibility on the go. Access FormDirect within Bullhorn through ‘Actions’ and Secured Signing, then select FormDirect. Choose from a list of available forms, proceed to select and send the required form for signing.For personalized form creation or to discuss specific requirements, reach out to us directly.
Bullhorn: Secured Signing Dashboard and Management Step 1: Open Secured Signing in Marketplace in Bullhorn menuLogin to Bullhorn with an Admin UserOpen Secured Signing in Menu/MarketplaceStep 2: DashboardDashboard shows overview signing summary in current billing cycle of the connect Secured Signing account.Total Documents: total documents used in current billing cycle and increase rate compared with previous one.Total Signed: total documents signed in current billing cycle and increase rate compared with previous one.Total SMS: total sms used in current billing cycle and increase rate compared with previous one.Completion Rate: the rate of completed signing process.Document Status: overview of signing process status.Document Volume: document used over last 12 month.Completion Time in Hours: average time costs to complete signing process.Step 3: Document StatusDocument Status shows all documents that the signing process is in progress or completed, and you can manage the progress here. See here for a more detailed user guide.In Progress: Documents that have been sent out but not completedSigned: Document that have completed and would stay here for 7 days before removed from Secured SigningStep 4: ReportYou can run reports to have a overview across the selected data range.Invitee Report: shows documents grouped by inviteesDocument Report: shows basic document signing processActivity Report: shows the account activitiesPending Report: shows documents waiting to sign or completeExpired Documents Report: shows documents that the signing process expiredWitness Report: shows documents grouped by witnesses of the inviteeSMS Report: shows SMS usage and sending statusDetailed Document Report: shows full document signing processEmail Bounce Report: shows emails bounce details if the email failed to delivery and Secured Signing has been notifiedStep 5: My AccountYour can review your Secured Signing account summaryName: the name of your Secured Signing account; showing in the emailEmail: the email of your Secured Signing account; used in the emailAccount Status: the status of your Secured Signing accountAccount Plan: the plan of your Secured Signing accountDocuments Used: documents used in current billing cycle Step 6: AdminCompany informationYour can review your Secured Signing company level summaryPlan Price: users connected in current billing cycleBilling Balance: the billing balance of your company accountNext Billing Date: the billing date of your company accountTotal Users Used: users connected in current billing cycleTotal Documents Used: documents used across all users in current billing cycleAnd you canPay Annually?: click to contact Secured Signing if you’d like to change your plan preferenceUpdate Credit Card: you can update your credit card to pay by yourselfDisconnect Company: be careful to click to stop using Secured Signing integrationManage User ConnectionsUser connections can be managed here. See a more detailed user guide here.* This tab is only visible to Admin User.Step 7: Admin 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 8: SettingsDocument SettingsYou can set the following:Default file Type for signed document: set a Bullhorn file type for the signed document if the original Bullhorn file doesn’t have one or the document is from outside Bullhorn or generate from Secured Signing template or formCompany default File Type for Signed Document: similar to above setting, but company entity has its owner file typeslink contacts’ signed documents to their company: if a document under the contact signed, link the document under companyPost Signing WorkflowBy setting up a post signing workflow rule, you can make the signing process part of you automation workflow. When the selected types of document signed, the Bullhorn field will be updated to the set value.To add a ruleClick ‘Add a Rule’ to generate new rule templateSelect a Bullhorn field you’d like to update its value in the first columnSet the result value you’d liek to update the field toSelect the documents in the rule, you can combine different types of documents in one ruleSecured Signing Form Direct formSecured Signing Document TemplateFile type for We Sign/Smart Tag documentClick ‘Save Settings’ to save above settings.