JobAdder: Admin Lite Training Specialised Admin Lite Training video designed for Administrators.JobAdder Admin Lite Training is exclusively curated for JobAdder users who manages key aspects of the system.In this video, you can expect to learn about:The Admin Portal: Understand its functionality, features, and how to navigate it effectively.User Management: How to manage and handle user accounts within the system.Branding: Customization options available to personalize and brand your documents or platform.Email Templates: Creating, customizing, and utilizing email templates for various communication purposes.Document Templates: Exploring the creation and management of document templates for efficient use within the system.
Secured Signing’s Bullhorn integration admin training Welcome to Secured Signing’s Bullhorn Admin Training! This session will guide you through essential aspects:Admin Portal: Understand the functionalities and purpose of the admin portal.Managing Users: Learn how to effectively manage user profiles and access.Branding: Customize and establish your brand within Secured Signing.Email Templates: Explore creating and managing email templates for efficient communication.Document Templates: Understand the creation and management of document templates for streamlined processes.Join us to gain insights into efficiently navigating these key features within Secured Signing’s Bullhorn integration.
Salesforce Lightning: How to Send a Document for Signing With WeSign In this article we will cover how to upload and send a document(s) for signing in Saleforce Step 1. Upload document(s) for signing Choose the object you need to send a document for signing, in this example we have used ‘A Contact’. Upload your document or documents for signing first, Click ‘upload file’ in the notes & attachments session. Note: You 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) Step 2. Start a Signing Process Now you are ready to start a signing process, click ‘Start Secured Signing’ button In the Secured Signing Menu choose ‘WeSign’ Select the document or documents that require signing. Note: If you select multiple this will create a package. Click ‘Start WeSign’ Step 3. Prepare your document Navigate to the right page(s) where a signature is required. Use the navigation bar on the right or the drop down menu at the top. To Add your invitee (person that needs to sign) click ‘Add Invitee Signature’ You will see a list of all individuals related to the Salesforce object you are in, in this example a contact record. Select the right invitee & position the signature box in the right place. You can also add people to sign who’s details are not in Salesforce by choosing ‘Add New Invitee Signatures’ to add their details manually. This include Email, First Name & Last Name. To add a field, by default the integration grabs fields related to Salesforce record, you can also insert Secured Signing Fields such as: Text Box, Multi Line Text Box, Checkbox, Radio Button, Date picker, Drop Down List and File Upload Button. Once you’ve positioned all signatures and fields click ‘NEXT’ Need to Remove signature or field If a signature or field has been placed by mistake, you can select it and click the ‘Remove’ button to delete it. Step 4. Set the Signing Workflow Click Next to open the signatories ‘Invitation Workflow’ popup and prepare the signing process. Here, 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 and start the signing process! Additional Workflow Features Some additional workflow features includes: Edit Invitation Email Add personal messages, edit the subject line to send with the invitation emails,or select email template from the list Add Attachments Add document / flyer files/ handbook/ terms & conditions as attachments to send with the invitation emails. These are documents that do not require signing. Adding attachments to email invitation has no extra cost. 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. Note To enable different workflow options, you need to activate them first in your Secured Signing Account Settings. In Secured Signing, go to ‘My Account’ -> My Settings to enable the different workflow features.
Salesforce: How to Manage & Monitor a Signing Invitation In this article we will show how to manage a live signing processTo keep up with a signing process, follow these steps.Step 1. Go to the Salesforce Object that you sent the signing invitation fromStep 2. Find ‘Secured Signing Document’ section.In a glance you can see the Status of each document. To view more detailed information click ‘View Progress’. In this pop up you can: Extend the Due Date Copy additional parties to the signing process Amend the invitee details or replace them all together Remove invitees Send a manual reminder
Salesforce Lightning: How To Add Secured Signing Digital Signatures Step 1. Install the Secured Signing Package Go to Secured Signing in the Salesforce App Exchange. Click Get It Now 3. Login to Salesforce 4. Choose the environment you wish to install. Production, Sandbox or Trial? Step 2. Connect Users & Setup Permissions Click Setup Select Users Choose Permission sets Find ‘Secured Signing Permissions’ Manage Assignment Add Assignment Tick appropriate Users who will use Secured Signing for Salesforce Click Assign. Step 3. Add Secured Signing to your Salesforce Objects Choose your ‘Object’ where you would like to start a signing process from. Lead, Account, Contact, and Opportunity are available by default. For some objects like Case or Custom Object, you will need to add a lookup field in SecuredSigning_Document__C.E.g. Go to your Setup > Object Manager > Secured Signing Document > Fields & Relationships, and create a new Create the lookup field. Select the object from the drop down, e.g. Case. Check the label is correct and that the relationship is correct and complete the steps. Click Edit Page This will open the page designer Drag ‘Start Secured Signing’ Button & ‘Secured Signing Documents’ to where you would like it displayed on your Object Click Save Click Activation 7. Save as ‘Org Default’ for all users. Note: You will need to follow Step 3 – Add Secured Signing for your Salesforce Object for each object individually for those which you wish to start a signing process from. Step 4. Connect Salesforce to your Secured Signing Account Lastly, you need to connect your Salesforce Environment to a Secured Signing Account In App Launcher, search ‘Secured Signing Settings’ In Settings, click ‘Connect’ button: