What you get and what makes us different to our competitors
Core & advanced features which ensure you get the most out of our signing software.
Our platform seamlessly integrates with most industry specific providers.
We have a flexible pricing model to suit anyone’s specific needs.
What you get and what makes us different to our competitors.
Frequently asked questions and solutions that might be relevant to you.
Plans for Small, Medium & Enterprise level businesses.
No setup fees & pay as you need notary features & add-ons.
Digital signing which integrates with most Recruitment ATS & CRM’s
Improve staff & client experience with digital signatures & notary.
Increasing compliance across life science & device businesses.
Solutions for state, federal, local, county & regional government.
Founded in 2010 to be a simple, smart, and secure signing platform.
ISO 27001 certified software which is backed by PKI Technology.
Technology which ensures non-forgeability & non-repudiation.
The latest Secured Signing company news and awards.
New & updated features and how to use them.
Updates about software we integrate with.
Blog articles, helpful tips and guides on digital signing & notary.
We have a flexible pricing model to suit anyone's specific needs.
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Secured Signing continues partnership to integrate digital signatures within Bullhorn.
5 reasons government agencies and councils are adopting digital signatures.
New feature: Signing completion certificate.
Note: You can select multiple documents and invitees can sign them at one time. Secured Signing supports following document types:
In this article we will show how to manage a live signing process
To keep up with a signing process, follow these steps.
Step 1. Go to the Salesforce Object that you sent the signing invitation from
Step 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:
3. Login to Salesforce
4. Choose the environment you wish to install. Production, Sandbox or Trial?
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.
Note: If you are not the template owner, you will only see templates which have been shared with you. If you cannot see a template, contact your system admin.
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.
In this article we will show you how to take existing forms or documents that you use over & over again and convert them into digital templates.
These templates can include Salesforce fields! With two way data flow, you can push Salesforce information into your documents. Also collect new information from your customers and automatically update their Salesforce record effortlessly.
Click ‘Upload File’ in the Salesforce record where the templates relates to.
Click ‘Start Secured Signing’ button in Salesforce object
Choose ‘Create New Template’
In the document list, choose the template file you have uploaded in step 1. Click start.
Start Designing your template:
By default, the integration grabs fields related to current Salesforce record.
Or you can insert Secured Signing fields:
If you are using Salesforce fields, for each one you can choose if you want to allow:
Note: There is no limit to the number of fields you can use in a document template. You can also combine Salesforce fields with Secured Signing fields.
If a signature or field has been placed by mistake, you can click it to select and click the red Remove button to delete it.
Before saving the final version of your template, click the blue Preview button to see your template design.
Click ‘View PDF Version’ to see how the data converts to pdf. You need to put data in the fields to be able to test this.
Once you have completed designing your template, Click ‘Save as Template’ in the top toll bar.
Here, you can:
Go back to the template grid to send the template to sign
You can use Secured Signing together with Salesforce Community Portal.
This means, instead of your invitee receiving an email invitation to sign your documentation they will be notified that a new document(s) is waiting to be signed in their community portal. Once the login with their own credentials they can begin the signing process.
They can also view all signed their signed documents in their community profile.
In this article, we will show you how to setup Secured Signing within the Community Portal function.
Search Salesforce support documentation for further instructions on this.
Next, in Secured Signing Settings, Go to Settings Tab.
Tick Enable for ‘Contact by Default Signs in Community Portal’
In Setup, Click Users, Choose Permission Sets
Select ‘Secured Signing Invitation Permissions’
Click ‘Manage Assignments’. Tick next to the existing users you wish to add access to Secured Signing with Community Portal.
Once selected, click Add Assignment.
Secured Signing Invitation List component will be in the list when you design your community portal. You can drag and drop this component into your portal designer. Refer to Salesforce resources for more about how to build your community portal.
You can automate the document sending process for your team by using ‘Triggers’ in Salesforce to automatically send out certain document templates or packages.
In this article we will show you how you can setup & manage these triggers
Using Secured Signing’s FormFiller Tool you can create your own document templates using Salesforce fields. You can build an unlimited number of document templates.
Read Article – FormFiller, How to Build Document Template for further instructions.
Go To ‘Secured Signing Settings’
Choose Settings Tab. Choose the Template(s) you want to automate and move the to the selected column.
In Setup, go to ‘Object Manager’.
Choose the object which the trigger relates to.
Click on ‘Triggers’ from the menu on the left hand side bar.
Select your community and add the Trigger Code that relates to Secured Signing as below.
Note: You will need to amend the code depending on the action or changes that you want to setoff the trigger. The trigger will automatically send the document package for signing that created in step 2.
Integrate your Salesforce account with Secured Signing & get access to all-in-one digital signature software.
Securely send documents & contracts to people for signing & store the signed + sealed documents automatically in Salesforce.
Watch this overview video to learn more:
Find us on
Secured Signing – Release Notes
15 August 2023
Secured Signing Unveils Cutting-Edge, Digital Signature Technology at the NALA Conference & Expo, 2023
23 July 2023
Secured Signing Redefines Enterprise Solutions With Digital Signature Services
27 June 2023