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 Step 1: Open Secured Signing Open a record with Secured Signing available. 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.
JobAdder: Invite Yourself and Other to Sign With We Sign Step 1: Open Secured Signing Open a record where Secured Signing is integrated. Click ‘Secured Signing’ in Actions drop down menu. Step 2: Start We Sign In the Secured Signing menu, choose Send for Signature. Then select We Sign. Step 3: Select documents You can select documents from local files in your computer or from JobAdder. Select documents – by ticking them. Click Upload From PC button to select files in your computer. Or click the checkbox to select files from within JobAdder. You can select multiple documents and invitees can sign them from one invitation all at once. We call this a package. 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 files, click the Send For Signature button to start. Step 4: Select invitees By default, the integration grabs names and emails of the person related to the JobAdder record that signing was initiated from, i.e.: Candidate: Candidate and current login Company: Client contact and current login Placement: Candidate, Client contact, and Current login Contact: Client contact and current login You can also add additional invitees by selecting Add New Invitee’s Signature, and can also edit other invitees details in the settings for their signature placeholder. Select invitees to continue. Step 5: Add field By default, the integration grabs fields related to current JobAdder record. Or you can insert Secured Signing fields: Text Box Multi Line Text Box Checkbox Radio Button Date Picker Drop Down List File Upload Button Step 6: Place invitee signatures and fields Add signature Select a page on which to put signatures. Select ‘+Add Invitee’s Signature’ and then the invitee from the drop down list. Drag the signature to right place. If there are two or more documents, click the ‘Next’ button to show the next document. 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. If there are two or more documents, click Next button to show next document. Remove a selected signature or field If a signature or field has been placed by mistake or is no longer needed, you can select it and click the red ‘Remove’ button to delete it. Step 7: Send out invitation to sign Click Next to open the Invitation Workflow popup and prepare the signing procedure. Here, you can: Set a signing due date / time; Define a specific signing order. (Tick the Sequential box and drag green bars to change order.) Review the details of the invitees. Click the ‘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 list. Add Attachments: Add documents/files as attachments to send with the invitation emails. Adding attachments to email invitations has no extra cost. Step 8: Check status of sent invitation Invitation 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.
JobAdder: Admin Portal Selecting ‘Login to Admin Portal’ redirects you to Secured Signing Enterprise Portal where you can manage company settings and organization reporting; only visible for Users that have Secured Signing Admin role.When a user has been assigned the Admin Role, a notification email will be sent. In the Admin Portal you can manage Secured Signing account/user settings as well as:Add brandingCreate Email templatesShare document templatesSignature SettingsNotification settingsIT – Domain AuthenticationManage/support documents for users – help deskReportingAdd Your Company BrandingTo personalise the signing experience for your customers.You can add your branding in two places:Email communication, which is found in Email BrandingThe invitee signing page, which is found in WeSign BrandingClick on settings -> Email branding -> Upload logo -> preview & save.Do the same for WeSign branding.You can choose to have the same branding for all accounts or select Individual branding for each account if a multi brand scenario. You will need to contact Secured Signing support to activated more than one brand for you. How to Create Email TemplatesTo personalize & standardize the signing experience across the organization, create email templates for your users to choose from.You can create 3 types of emails: Invitation, Reminder & Completion.To create a new template:Click settingsEmail templates+ NewFill in the name, subject, and contents of your email templatePreview & Save.Choose if this email template is to be shared with everyone or specific accounts.Choose if you want it as your default email for every signing process.Add template fields from the drop down list, to automatically personalise the email with information from the document such as invitee name and sender details.Select ‘Preview’ & save.If you need to delete an email template click on the template from the drop down list, and select the delete button.How to Create & Share Document TemplatesDo you need to send the same document over & over again to different people to complete & sign? Save time by creating Document templates.Watch this video here Once the document template is created -> login to the Enterprise portal to share this with other users in the organization. Choose the name of the document template owner (whoever created the template) from the accounts list -> In account details, select the template you want to share and ‘click share’ -> in the popup choose which groups or accounts to share with.Follow the same to delete templates.Signature SettingsAll Secured Signing signatures include a time & date stamp. However you can choose how this appears on the document.Confirm the default signature settings for all accounts within the organisation.Click my settingsMy signature settingsUpdate the signature properties.You can also choose the signature capture methods available for your invitee Depending on which device they use, desktop or mobile.Other SettingsReview all other available options settings under Settings -> My Account Settings.Turn on or off what is relevant for your organisation.If it is turned off, it will NOT appear in the invitation workflow screen when sending signing invitations. Domain AuthenticationTo improve your email delivery, we recommend you set up your own DKIM and SPF authentication. This way, Secured Signing will be permitted to display your domain’s information in your email (invitations and reminders) header, which can help improve your delivery rates and make your emails look more professional.In Enterprise portal -> Settings -> Domain Authentication – select Add DomainA list of domains that are part of your users account will be shown. Please complete the changes in your domain DNS records. Authenticate your domain with Secured Signing by modifying your domain’s DNS records. These changes allow your emails (invitations and reminders) to appear to come from your domain, instead of from our servers. After you’ve made the required DNS changes, please wait 24-48 hours for the changes to propagate.DKIM: Create a CNAME record for sslkey._domainkey.your_ domain with this value: sslkey.dkim.securedsigning.com SPF:Create a TXT record for your domain with this value: v=spf1 include:spf.securedsigning.com -allWhen completed, verify the domain and your email invitation delivery will improve.You are less likely to experience issues such as emails with spoofing message or landing in junk mail folders.Help Desk – How to support users?Admin users can see all invitees for all accounts/ users in the Admin Portal. They can monitor and manage the signing process per invitees and also support users/accounts. Admin users can view the document log, and also send manual reminders for In-progress documents.To do this – Login to Admin Portal-> Click Invitees -> Choose Date Range & Account -> A list of invitees will appear.Click blue button to check all actions taken place so far in the audit log.Choose the Green envelope button to send a manual reminder.Management ReportingYou can keep track and monitor your organisation’s use of Secured Signing by running reports on your activity. Choose the date range, report type, account type and much more. You can also export the report to PDF or Excel file.
JobAdder: How to Connect Users to Secured Signing Step 1: Open Secured Signing Admin from the Action Button. Login to JobAdder with an admin user. Open the Secured Signing action menu and select Admin, from one of following record: Candidate Job Application Placement Company Contact Step 2: Make sure you are in the Admin Tab. Navigate to ‘Manage User Connections; Step 3: Manage user connections. If a user has not connected yet, clicking the Actions button for them will show: Connect as Standard User: the user can use the integration and can only manage their own document with the Secured Signing document status action. Connect as Collaborator: the user can use the integration and can manage their own and other user’s documents in Secured Signing document status action. If a user has connected, clicking the Actions button for them shows: User Role: Click to change user role between standard user and Collaborator. Disconnect: Click to remove user connection, a popup will show to confirm disconnection. *If a user you are disconnecting has pending documents or created document templates, you will need to choose another connected user in the disconnect popup to transfer pending documents or templates to.Once adding a new user, you will also need to share with them document templates. This is done from the Form Filler Section in JobAdder Integration.
JobAdder: How to Connect Organisation to Secured Signing Step 1: Enable Secured Signing in JobAdder Login to JobAdder with an Admin User Navigate to Admin settings > General > Apps & Add ons Find the Secured Signing integration and enable it. integrate jobadder screen Click on the pink button “Integrate in Secured Signing’. Step 2: Step by Step connection wizard After you enable the integration, it will take you to this connection wizard. Click Start to continue. You will be redirected to a JobAdder authorization page to give permission to the Secured Signing integration. Step 3: Fill in your company details Register a Secured Signing company account The integration automatically fills company details from your JobAdder for you; please correct or complete fields if any are wrong or missing. Agree to Secured Signing Terms of Use to continue. Click Connect to create a Secured Signing account for your company. If you’re a returning customer, the wizard will pick up your old account data. After connected your company, your current JobAdder user will be an admin user in Secured Signing and connected as well. Meanwhile, the integration also adds the Secured Signing option to your Actions menu for supported records. Step 4: Connect users to Secured Signing You can connect other users to Secured Signing now so they can start to use the integration, Or you can manage user connections later in the Admin action for Secured Signing. The integration finds available users in your JobAdder account; Click Connect User to connect selected user. There’re two types of user roles to connect: Standard User: the user can use the integration and only manage their own documents in the Secured Signing document status action. Collaborator: the user can use the integration and can manage their own and others’ documents in the Secured Signing document status action. Click Next to go to the next step. Step 5: All Done! You Can Create Document Templates and Starting Sending Documents All done. You can start to use the integration from the supported JobAdder records: Candidate Job Application Placement Company Contact
JobAdder: Settings Overview Step 1: Open Secured Signing from the Action Menu and Choose AdminLogin to JobAdder with an Admin user and select one of following records:CandidateJobApplicationPlacementCompanyContactThen select ‘Secured Signing’ in the ‘Actions’ menu and select Admin. AdminThis shows the current membership details, including plan and usage, and is also used for managing user connections. Admin PortalClicking this redirect you to Secured Signing Enterprise Portal where you can manage your company settings; this is only visible for the user with a Secured Signing admin role.When a user has been assigned the admin role, a notification email will be sent.SettingsYou can setup settings for your JobAdder integration to make it work for you better. These are unique settings for JobAdder and Secured Signing. This includes things like triggers, post signing workflow, pre-signing workflow, update/refresh form fields, notes and file type rules.
JobAdder: Admin – Secured Signing Management Step 1: Open Secured Signing admin actionLogin to JobAdder with an admin user. Open Secured Signing in the action menu and select Admin from one of following records:CandidateJobApplicationPlacementCompanyContactStep 2: AdminCompany informationYour can review your Secured Signing ‘Company Plan Summary’Plan Price: Current cost per document, and User per Month.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 canPay Annually?: Click to contact Secured Signing if you’d like to change your payment period.Update Credit Card: You can easily update your credit card details yourself.Disconnect Company: Be careful, click this to stop using Secured Signing integration.Manage User ConnectionsUser connections can be managed here. See a more detailed user guide here.