Outlook: How to use Secured Signing Outlook plugin This guide is based on Outlook Online version, there is only subtle difference between Outlook Online and Outlook Desktop.(This guide is also available in video format here)Step 1: Go to Outlook OnlineOpen Outlook online in web browser (you must already login in Office365 account)Assume you already installed Outlook Plugin on the environment, if not, please check this tutorial first.Step 2: Open an existing emailFind the email which contains attachments (pdf/doc/docx) you would like to sign.You can see Secured Signing Plugin on top right corner.Step 3: Load Secured Signing Plugin & Give permission for Secured Signing App to access your infoClick Secured Signing Plugin icon to load it 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, Outlook Online version will popup a small dialog beforehand ,click Allow button to continue, please note there is no such step in Outlook 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.comhttps://outlook.office.comhttps://outlook.office365.comhttps://www.securedsigning.comIf 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 Outlook PluginContinue 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-SignPlugin lists all the valid attachments from this email. Now choose the attachment(s) you want to send/sign, then extra button(s) will show below: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.Please note: if more than 1 attachment has been selected, then only We-Sign will show, I-Sign can only deal with 1 attachment. However, We-Sign can deal with 1 or more than 1 attachments.For Outlook Online version, either I-Sign or We-Sign, when you click, it will show confirm dialog beforehand, click Allow button to let Outlook plugin to open Secured Signing I-Sign or We-Sign page in a new dialog window.For Outlook 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 Outlook pluginClick Logout button to log user out.for Outlook Online version, it will show confirm dialog beforehand, please click Allow button to let Outlook plugin to continue signout process. (for Outlook 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.
Contract Eagle Integration Support Guide A step-by-step guidance to using the key features of the Secured Signing service in Contract Eagle.If your Contract Eagle subscription includes electronic signing, you can send documents directly from Contract Eagle to be signed electronically. Signed versions will be automatically ingested back into the same contract record in Contract Eagle.Contract Eagle User Guide Secured Signing for Contract Eagle – User Guide (PDF)
JobAdder: Form Direct Mapping Setup Form Direct is a service that provides customized, HTML5/mobile friendly forms. To have online forms created for your company, please contact Secured Signing at helpdesk@securedsigning.com. Your Form Direct forms will be available in Secured Signing for JobAdder integration. The mapping setup for JobAdder fields to Form Direct forms is done in the Secured Signing Admin Portal. Step 1: Open Secured Signing Admin From The Action Button Login to JobAdder with an admin user. From one of following record types, Open Secured Signing in the Action menu, and select Admin: Candidate Job Application Placement Company Contact Step 2: Find Admin Portal in admin action A button that redirect you to the Secured Signing Enterprise Portal where you can manage company settings; this is only visible for the user(s) that have a Secured Signing Admin role. Step 3: Go to Form Direct Setting Once in the Secured Signing enterprise portal Select ‘Settings’ in the menu Select ‘Form Direct’ in the right panel In Form Direct Settings Select a form to setup Select ‘Field Mapping’ in the tab 3.Select ‘JobAdder’ from the drop-down list Step 4: Map Fields All the fields from the Form Direct form can be paired to a JobAdder field from this table, setup the mapping one by one. Secured Signing Form Fields: list the fields in the form JobAdder Field Group: the record type in JobAdder, e.g. a candidate or a client contact JobAdder Field Name: the specific field in the record type, e.g. first name of the candidate Form Field Settings Show Value: whether to show the value in the form if the value is existing in JobAdder. Editable: whether to allow the invitee to edit the field or read only. Update JobAdder Value: whether to update the value in JobAdder after the form is signed Step 5: Save mapping Once done click the ‘Save’ button at the bottom of the page. Now when a Form is sent with this mapping, the fields should pre-populate and update as decided.
JobAdder: Send Online Forms To Fill-in And Sign With Form Direct Form Direct are customised HTML5 /mobile friendly forms. To have online forms created for your company, please contact Secured Signing at helpdesk@securedsigning.com. Your Form Direct forms will be available in Secured Signing for JobAdder integration. Step 1: Open Secured Signing Open a record that can access the Secured Signing integration. Click Secured Signing in the ‘Actions’ drop down menu, and select ‘Send for Signature’. Step 2: Start Form Direct In the Secured Signing start page, Select Form Direct. Step 3: Select forms When opened, the Form Direct wizard will grab a list of forms from Secured Signing for you. Select the form(s) you wish to send. Click Next button to go to next step. Step 4: Fill invitee details Fill in the required invitee details for your forms in the list. Select to fill one by one. Some forms also require a mobile number for SMS Authentication before the invitee can sign. By default, the integration grabs names, email addresses and mobile numbers for those related to the current JobAdder record, i.e.: Candidate: candidate and current login Company: client contact and current login Placement: candidate, client contact and current login Client Contact: client contact and current login You can also enter or edit some other name and emails. After filling all the invitees details, click ‘Next’ to go to the next step. Step 5: Review and send out invitations Name: This name will be added to the beginning of the signed form documents name, for easier identification. Set signing due date. Review invitee details; if there’s any mistake click Previous to go back and make corrections. Click Send to send out invitations. Step 6: Check status of sent invitation The invitation process is complete! The invitee will get an invitation email and document record will be added to your In Progress Tab within the document status action. Once signing is complete a document record will be added to your documents tab, that will allow you to download your signed form.
JobAdder: Templates Builder With Form Filler Building Templates in JobAdder with FormFiller Create employment contracts, forms and other documents with Secured Signing FormFiller in JobAdder. Step 1: Open Secured Signing Select a record with Secured Signing – candidate, placement, contract . Click Secured Signing in the Actions dropdown menu, and select ‘Send for Signing’. Step 2: Start Form Filler In Secured Signing start page, Select Form Filler. In Secured Signing document template grid, click ‘Create Template’ to start. Step 3: Select Documents You can select documents from local files in your computer or from your Inbox folders. Select documents Click Upload From PC button to select files in your computer. You can only select one document to create a template 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) After selecting a file, click ‘Create Template’ button to start. Step 4: Add Field By default, the integration grabs fields related to current JobAdder record. Or you can insert Secured Signing standard fields: Text Box Multi Line Text Box Checkbox Radio Button Date Picker Drop Down List File Upload Button Step 5: Place invitee signatures and fields Add signature Select page on which to put signatures. Select an invitee who needs to sign this document, by clicking ‘+Add Invitee Signature’. Drag the signature to right place. Add field Select a page on your document. Select a field to add from the ‘Add Form Field’ drop down menu. Click the field to add to the current page. Drag the field to right position Remove selected signature or field If a signature or field has been placed by mistake or is no longer needed, you can click it to select and click the red Remove button to delete it. Step 6: Save template Click Save as Template to save current template design Here, you can: Give the template a name. Choose if you’d like to get template data in a .csv file after it is signed. Select the default email template for each individual invitees to go with this template. Select the document library attachments for each invitee in the email invitation. Add the additional notification recipient for this template. Add the additional completion recipients for this template. Click Save. Once this is done, go back to the template grid to send the template to sign. For More info watch our Form Filler Video here.