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Open Secured Signing in Menu/Marketplace

Dashboard 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.

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.

• In Progress: Documents that have been sent out but not completed
• Signed: Document that have completed and would stay here for 7 days before removed from Secured Signing

You can run reports to have a overview across the selected data range.

• Invitee Report: shows documents grouped by invitees
• Document Report: shows basic document signing process
• Activity Report: shows the account activities
• Pending Report: shows documents waiting to sign or complete
• Expired Documents Report: shows documents that the signing process expired
• Witness Report: shows documents grouped by witnesses of the invitee
• SMS Report: shows SMS usage and sending status
• Detailed Document Report: shows full document signing process
• Email Bounce Report: shows emails bounce details if the email failed to delivery and Secured Signing has been notified

Your can review your Secured Signing account summary

• Name: the name of your Secured Signing account; showing in the email
• Email: the email of your Secured Signing account; used in the email
• Account Status: the status of your Secured Signing account
• Account Plan: the plan of your Secured Signing account
• Documents Used: documents used in current billing cycle

Company information

Your can review your Secured Signing company level summary

• Plan Price: users connected in current billing cycle
• Billing Balance: the billing balance of your company account
• Next Billing Date: the billing date of your company account
• Total Users Used: users connected in current billing cycle
• Total Documents Used: documents used across all users in current billing cycle

And you can

• Pay Annually?: click to contact Secured Signing if you’d like to change your plan preference
• Update Credit Card: you can update your credit card to pay by yourself
• Disconnect Company: be careful to click to stop using Secured Signing integration

User connections can be managed here. See a more detailed user guide here.

* This tab is only visible to Admin User.

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.

Document Settings

You 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 form
• Company default File Type for Signed Document: similar to above setting, but company entity has its owner file types
• link contacts’ signed documents to their company: if a document under the contact signed, link the document under company

Post Signing Workflow

By 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 rule

1. Click ‘Add a Rule’ to generate new rule template
2. Select a Bullhorn field you’d like to update its value in the first column
3. Set the result value you’d liek to update the field to
4. Select the documents in the rule, you can combine different types of documents in one rule
   • Secured Signing Form Direct form
   • Secured Signing Document Template
   • File type for We Sign/Smart Tag document

Click ‘Save Settings’ to save above settings.