Microsoft Word: Uninstall Secured Signing Plugin on Microsoft Word Desktop Step 1: Go My Add-ins popup In Insert tab > Click My Add-ins button to load My Add-ins popup. In My ADD-INS list, you will find Secured Signing for Word, mouse hover it, then click the … Step 2: Confirm removing action Click Remove menu item. Confirm to remove by click remove button in the popup
Microsoft Word: Uninstall Secured Signing Plugin on Microsoft Word Online Watch our video demo below. Step 1: Go Office Add-ins popupIn Insert tab > Click Office Add-ins button to load Office Add-ins store.In My ADD-INS, you will find Secured Signing for Word, mouse hover it, then click the …Step 2: Confirm removing actionClick Remove menu item.Confirm to remove by click remove button in the popupClick Refresh link to force plugin to be cleaned from current environment. Watch our demonstration on How to Uninstall Secured Signing Word plugin on Word Online
Microsoft Word: Install Secured Signing Plugin on Microsoft Word Online Step 1: Open Word Online version Open word online in web browser (you must already login in Office365 account) Open any word document to load Word Online ribbon (Menu/Tabs). Step 2: Click Office Add-ins button. In Insert tab > Click Office Add-ins button to load Office Add-ins store. Step 3: Find/Add Secured Signing plugin In the Office Add-ins Store popup, search secured signing in the search box. Then in the filtered list, you can find Secured Signing for Word, click Add button. Step 4: Added Secured Signing plugin Now Secured Signing for Word plugin has been successfully installed.
Microsoft Word: Install Secured Signing Plugin on Microsoft Word Desktop Watch demonstration video below.Step 1: Open Word Desktop versionOpen Word Desktop version in your Windows/MacStep 2: Click Get Add-ins button.In Insert tab > Click Get Add-ins button to load Office Add-ins store.Step 3: Find/Add Secured Signing pluginIn the Office Add-ins Store popup, search secured signing in the search box.Then in the filtered list, you can find Secured Signing for Word, click Add button.Step 4: Added Secured Signing pluginNow Secured Signing for Word plugin has been successfully installed. Watch demonstration video about:How to install Secured Signing Plugin on Microsoft Word Desktop
Microsoft Word: How to use Secured Signing Word Plugin This guide bases on Word Online version, there is only subtle difference between Word Online and Word Desktop. It demonstrates how to capture your eSignature in Micrsoft Word with Secured Signing. Watch this video to see a demonstration below. Step 1: Go to Word Online Open word online in web browser (you must already login in Office365 account) Assuming you already installed Word Plugin on the environment, if not, please check this tutorial first. Step 2: Open a new word document or existing word document. After open a word document, you can click Secured Signing Word Plugin icon to launch the plugin. Step 3: Load Secured Signing Plugin & Give permission for Secured Signing App to access your info Secured Signing Plugin will be load on right sidebar with only one button:Login Secured Signing, now click that button. After click the button, we will try to open a new authentication window. (for security reason, Word Online version will popup a small dialog beforehand – Secured Signing wants to display a new window,click Allow button to continue, please note there is no such step in Word Desktop version). Please note: Some IE11/Edge browser may show below image when you try to click Login button. In such case, please add following URLs to your trusted sites list in Internet Options. As below: https://login.microsoftonline.com https://securedsigning-files.sharepoint.com https://securedsigning-myfiles.sharepoint.com https://www.securedsigning.com If still no luck, please try to change to another modern web browser, eg. Chrome, Firefox, Safari, Opera. If you haven’t given any permission before for Secured Signing App to access your info, then it will show you a consent form, click Accept button to accept/continue. After that, this new window close by itself. Then it will continue login process on Step4. If you already given the permission for Secured Signing App before, then the new window will show/close automatically (you don’t need to interactive with this form), and it will continue login process on Step4. Step 4: Continue Login Secured Signing Word Plugin Continue login process after Step3 (after given Secured Signing App permission) If current Office365 login user already binds to Secured Signing user (you are not first time use this plugin and you did setup before), it will sign you in directly. If current Office365 login user can’t be find any bindings in Secured Signing Database (normally first time you use this plugin), then: If you already have Secured Signing account, you just need to login with that account, we will bind current Office365 login user to that Secured Signing account automatically. Or, you need to register a new Secured Signing account (email activation is required) by click the Register link in the plugin, after activate your account, we bind current Office365 login user to that new Secured Signing account. Step 5: Choose either I-Sign or We-Sign After login, you can see 2 buttons, I-Sign and We-Sign I-Sign – will send your document to Secured Signing to add your signature. We-Sign – will send your document to Secured Signing, then you can invitee others to sign. For Word Online version, either I-Sign or We-Sign, when you click, it will show confirm dialog – Secured Signing wants to display a new window, click Allow button to let word plugin to open Secured Signing I-Sign or We-Sign page in a new dialog window. For Word Desktop version, either I-Sign or We-Sign will open Secured Signing I-Sign or We-Sign page in a new dialog window immediately. After you did the action in I-Sign or We-Sign dialog, just simply close the dialog. Step 6: Logout Secured Signing Word plugin Click Logout button to log user out. for Word Online version, it will show confirm dialog –Secured Signing wants to display a new window, please click Allow button to let word plugin to continue signout process. (for Word Desktop version, it will do signout process directly without such step) Please be patient until it successfully log you out, it will shows Hang on a moment while we sign you out in the sign-out popup. Watch this video to see a demonstration of how to send a document for signing from Microsoft Word with the Secured Signing Add-In.
RDB ProNet: Invite People To Sign With We Sign (This guide is also available in video format here)Step 1: Start RDB ProNet and navigate to Secured Signing pluginLogin to RDB ProNetUse your RDB ProNet account to login.Navigate to a job editor for a job. (Take job editor for example)Open HOME menu.Click Job Index button.Double click a job in the list, a job editor for the job will show up.Navigate to Secured Signing PluginIn the right bottom area of the job editor, click Secured Signing tab.Step 2: Start We SignOpen We Sign SetupClick We Sign button to open We Sign Setup dialog.Follow these setups to start We Sign:Select documents which need to signSelect invitees whom need to signClick Start button to startStep 3: Select documentsYou can select documents either from local files in your computer or from RDB ProNet.Select documents from computerClick From Computer button to select files in your computer.You can select multiple documents and invitees can sign them at one time.We 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)Select a document from RDB ProNetClick From RDB ProNet button to open a popup.The popup will grab all documents from current RDB object:Job: Job DocumentationPlacement: Placement DocumentationApplicant: Stored Document and CVClient: Stored DocumentClient Contact: Stored DocumentYou can select multiple documents and the popup also show the role, to which the document should be sent.View the documentAfter select, You can click the document link to view it, or remove it if selected the wrong one.Step 4: Select InviteesBy default, We Sign Setup dialog grabs names and emails of a person who’s related to current RDB object, i.e.:Job: client contacts and consultants;Placement: applicant, client contact and consultantsApplicant: applicant and consultantsClient: client contacts and consultantsClient Contact: client contactYou can also add or edit invitee with name and email at this stage.Select invitees to continue.Step 5: Start We Sign processClick Start button to open a popup displaying the selected document to put signatures.In the popup, there are:Left of the popup shows the document; if the document has multi pages, you can click arrows to go forward and backward or jump to selected page from dropdown list.Middle of the popup shows selected invitees.Right top of the popup is a button, click to fold the invitee area and click again to show it.Right Middle of the popup is buttons.Add: if some invitees have been selected, click this button to add signature place for them onto documents.Remove: if a signature has been selected, click this button to remove the signature.Next Document: if 2 or more documents need to be sign, click this button to show next document; if there’s only one document, this button will be hidden.Previous Document: if 2 or more document need to be sign, click this button to show previous document; if there’s only one document, this button will be hidden.Finish: after all documents have at least a signature, click this button to go to next step to send to invitees.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 document record will be added into your document list in Secured Signing plug to follow up the process.
RDB ProNet: How To Send A Document With Smart Tags (This guide is also available in video format here)Make RDB Document’s template ready for Secured Signing by adding Smart Tags to templates.Step 1: Start RDB ProNet and navigate to Secured Signing pluginLogin to RDB ProNetUse your RDB ProNet account to login.Navigate to a job editor for a job. (Take job editor for example)Open HOME menu.Click Job Index button.Double click a job in the list, A job editor for the job will show up.Navigate to Secured Signing PluginIn the right bottom area of the job editor, click Secured Signing tab.Step 2: Start Smart TagOpen Smart Tag SetupClick Smart Tag button to open Smart Tag Setup dialog.Follow these setups to start Smart Tag:Select documents including smart tags.Set signing due date.Click Send button to send.Step 3: Select documents including Smart Tagsyou can select a document including smart tags either from local files in computer or from RDB ProNet.Select a document including smart tags from computerClick From Computer button to select a file in computer.We support following document types:PDF Documents (.pdf)Rich Text Documents (.rtf)Microsoft Word Documents (.docx, .doc)OpenDocument Files (.odt, .ods)Select a document including smart tags from RDB ProNetClick From RDB ProNet button to open a popup.The popup will grab all documents from current RDB object:Job: Job DocumentationPlacement: Placement DocumentationApplicant: Stored Document and CVClient: Stored DocumentClient Contact: Stored DocumentYou can select multiple documents and the popup also show the role, to which the document should be sent.View the documentAfter select, You can click the document link to view it.Step 4: Send out invitation to signSet a signing due date / time;Click Send button to send out the invitation.Step 5: Check status of sent invitationInvitation process is complete!The invitee will get the email and document records will be added into your document list in Secured Signing plug to follow up the process.
RDB ProNet: Send online forms to fill and sign with Form Direct Please contact Secured Signing to create Online forms for your company and it will be available in RDB ProNet Secured Signing plugin. Step 1: Start RDB ProNet and navigate to Secured Signing plugin Login to RDB ProNet Use your RDB ProNet account to login. Navigate to a job editor for a job. (Take job editor for example) Open HOME menu. Click Job Index button. Double click a job in the list, A job editor for the job will show up. Navigate to Secured Signing Plugin In the right bottom area of the job editor, click Secured Signing tab. Step 2: Start Form Direct Open Form Direct Setup Click Form Direct button to open Form Direct Setup dialog. Follow these steps to setup Form Direct: Select forms which needs to sign Fill details of invitees who need to sign Review details and set due date Click Send button at the last setup to send out invitations Step 3: Select forms When open Form Direct Setup dialog, the plugin will grab a list of forms from Secured Signing for you. Select one or more forms Click Next button to go to next step. * Some forms may require additional information to fill. There will be a button enabled at the left bottom of dialog. Click the button to fill information. Step 4: Fill invitee details There 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 Authentic invitee before signing.By default, Form Direct Setup dialog grabs names, emails and mobile number from someone related to current RDB object, i.e.: Job: client contacts and consultants; Placement: applicant, client contact and consultants Applicant: applicant and consultants Client: client contacts and consultants Client Contact: client contact You can also enter or edit some other name and emails. Click Next to fill next invitee detals; After completing filling all invitees, click Next will go to next step. Step 5: Review and send out invitations Name: 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 invitation Invitation process is complete! The invitee will get the email and document record for each form will be added into your document list in Secured Signing plug to follow up the process.