Bulk Delete and Download

Secured Signing Edit Page Mode

Bulk Delete and Download

Declutter Your Dashboard with Secured Signing’s Bulk Delete and Download Features

Is your dashboard starting to feel a little… crowded? With all those successfully signed documents, it’s easy for your list to grow. But don’t worry, we’ve got you covered!

Designed to make managing your completed documents easier and more efficient than ever before. Now you can effortlessly clean up your system and keep your dashboard organized.

Bulk Delete and Download features

Take control of your completed eSign documents today!

With Secured Signing’s Bulk Delete and Download features, maintaining an organized and efficient workspace has never been simpler. See how easy it is!

Prefer to read the steps? We’ve got you covered too!

Effortlessly Delete Multiple Documents at Once

Keep your inbox, signed documents, and history tidy with our new bulk delete functionality:

  1. Navigate to your InboxSigned tab, or History documents.
  2. Select all the documents you wish to remove.
  3. Click the ‘Delete’ button.
  4. Confirm your action in the pop-up window by clicking ‘Delete’.

That’s it! Once the deletion process is complete on our end, you’ll receive a confirmation email letting you know.

Download Multiple Signed Documents with Ease

Need to archive your completed documents? Our new bulk download feature streamlines the process:

  1. Enable the Feature: First, go to ‘My Account’ and then ‘My Settings’.
  2. Locate and enable the ‘Bulk Download Signed Documents’ setting. You’ll be prompted to pay a one-time fee to activate this convenient feature.
  3. Once enabled, go to the Signed tab or the History documents.
  4. Select all the documents you want to download.
  5. Click the ‘Download’ button.

Alternatively, you can check out the Release Notes for details on enabling the bulk download feature for business accounts, as well as additional pricing information. 

Curious about why we built these features? Our blog breaks down the benefits and design choices.

Get started with Secured Signing today.

Bulk Delete | Download

Bulk Delete | Download

Declutter Your Dashboard with Secured Signing’s Bulk Delete and Download Features

Feeling overwhelmed by a growing list of completed
e-notarizations in your Secured Signing dashboard?
Don’t worry, we’ve got you covered!

These features are designed specifically to streamline your online notarization process, giving you back valuable time and headspace.

Bulk Delete and Download features

Want to dive deeper? Check out our blog, where we share the thinking behind these features and how they can benefit you

Take Control of Your Digital Notary Workflow Today!

With Secured Signing’s Bulk Delete and Download features, maintaining a streamlined and organized workspace for your online notarizations has never been simpler.

See just how easy it is to declutter and archive! ⬇️

Prefer to read the steps? We’ve got you covered too!

Effortlessly Delete Multiple Documents at Once

Keep your inbox, signed documents, and history tidy with our new bulk delete functionality:

  1. Navigate to your Inbox, Signed tab, or History documents.
  2. Select all the documents you wish to remove.
  3. Click the ‘Delete’ button.
  4. Confirm your action in the pop-up window by clicking ‘Delete’.

That’s it! Once the deletion process is complete on our end, you’ll receive a confirmation email letting you know.

Download Multiple Signed Documents with Ease

Need to archive your completed documents? Our new bulk download feature streamlines the process:

  1. Enable the Feature: First, go to ‘My Account’ and then ‘My Settings’.
  2. Locate and enable the ‘Bulk Download Signed Documents’ setting. You’ll be prompted to pay a one-time fee to activate this convenient feature.
  3. Once enabled, go to the Signed tab or the History documents.
  4. Select all the documents you want to download.
  5. Click the ‘Download’ button.

For more details—including how to enable bulk downloads on a business account and pricing information—see the Release Notes.

Edit Signing Process

Secured Signing Edit Page Mode

Edit Signing Process

Users can now edit signing process even after they have been sent out for signature, allowing them to correct any mistakes or make necessary changes without the need to start tagging over.

This convenient feature saves time and ensures accuracy in the signing process. 

edit signing process details

Say goodbye to document preparation headaches!

This feature empowers you, the sender, to edit almost any part of the signing process after sending the document. No need to start over for a simple fix! Supported for WeSign, Form Filler, and Remote Online Notarization (RON)/Video Signing processes.

Edit Signing Process with WeSign and Form Filler – Above Video Summary

The video will guide you through the steps of utilizing the Edit Signing Process using WeSign and Form Filler:

  • Go to the In Progress tab in your account.
  • Click on the Edit Signing Process button in the actions menu.
  • Modify signers by adding or removing them, and create additional form fillers if needed.
  • Ensure that your documents are appropriately tagged and implement any necessary adjustments.
  • Review and make final modifications in the Invitation Workflow before confirming and updating the signing process.

CLICK HERE  to follow the easy step by step guide to enable this process.

Get started with Secured Signing today.

Edit Page Mode

Secured Signing Edit Page Mode

Edit Page Mode

At Secured Signing, we believe that you can have the flexibility when it comes to managing your documents.

That’s why we are thrilled to introduce to you our latest feature: Edit Page Mode. This feature empowers you to have complete control over your documents, making it easier than ever to add, remove, and rearrange pages in the We Sign, Form Filler, and Notary designers.

Edit mode - On Off - with Secured Signing

Why use Edit Page Mode

It's simple: Edit Page Mode lets you add, remove, or rearrange pages in your document before sending it for signing via We Sign, Form Filler, or RON platform. Making document management easier!

Here’s a closer look at the key advantages of Edit Page Mode: 
 

  1. Add Pages: Say goodbye to the constraints of a fixed document length. With Edit Page Mode, you can effortlessly add more pages to your documents, accommodating additional content or making room for new information.
  2. Remove Pages: Sometimes less is more. Streamline your documents by removing unnecessary pages, ensuring that you only present the most relevant information, which not only saves time but also enhances clarity.
  3. Reorder Pages: Tailor your documents to your unique needs. Whether you’re using the We Sign, Form Filler, or Notary designers, you can effortlessly rearrange pages, ensuring that your documents are structured in the most effective way for your purposes.

Get started with Secured Signing today.

In Person Electronic Notarization (IPEN)

In Person Electronic Notarization (IPEN)

Modernize Your Notarizations with Secured Signing’s In-Person Electronic Notarization 

Upgrade your traditional notarization methods with In-Person Electronic Notarization (IPEN) from Secured Signing. IPEN offers a secure and efficient way to notarize documents digitally while maintaining the essential element of face-to-face verification.

It’s the ideal solution for notaries who meet clients in various locations.

IPEN - Filler

This feature is now more accessible and user-friendly than ever, seamlessly integrating it into the same dashboard you already use for Remote Online Notarization (RON) Platform.

How IPEN Enhances Your Workflow:

  • Digital Convenience: Enable clients to sign documents electronically, eliminating paper and printing.

  • Location Flexibility: Conduct notarizations digitally from any meeting point with your customer.

  • Robust Security: Bolster identity verification through SMS authentication for signers.

  • Automated Record-Keeping: All signed documents are automatically and securely stored, simplifying your administrative tasks.

 

Choose IPEN for a secure, convenient, and modern notarization experience.

Step by Step for IPEN: In-Person Electronic Notarization

SMS Authentication

SMS Authentication

Worried of sending documents to the wrong invitee?

Secured Signing’s SMS authentication is a two-way authentication type that involves the Invitee’s email address and a one-time code sent via SMS to verify
the identity of the user.

SMS authentication feature is commonly used as an additional layer of security for signing digitally. This way users can guarantee that the correct invitee will receive the signing invitation and ensure that only authorized users are able to access
the document.

When choosing the SMS authentication type: invitees will receive two notifications: an email and SMS, once the blue button’s been clicked it will trigger a SMS
including a 6-digit passcode to access the document. 

SMS Authentication - Sample

Needs to View (process without signature)

Secure Document Workflows Just Got Smarter with "Needs to View"

Secured Signing is excited to introduce a powerful enhancement to our document workflow: the new “Needs to View” invitee type.

This innovative feature allows you to require individuals to open and view a document without needing to provide a signature. It’s perfect for stakeholders who need to be informed as part of a formal process, ensuring they acknowledge content without needing to sign off.

Needs to View - Add Invitee

For added security and control, “Needs to View” invitees can be assigned the same advanced authentication methods available to signers, including passcode, Knowledge-Based Authentication (KBA), Identity Verification (IDV), and SMS.

This means you can be confident that only authorized individuals are accessing your sensitive documents.

This new flexibility empowers you to create more sophisticated workflows. You can now effortlessly combine both “Signer” and “Needs to View” invitee types within a single document or a package of documents.

For example, an individual could be a signer on one document and a viewer on another, all within the same seamless transaction.

Team Collaboration

Team Collaboration: Organize and Share with Secured Signing Folders

Secured Signing elevates team collaboration with our robust Shared Folder functionality. This feature provides a centralized workspace, enabling multiple users to co-manage, access, and work on a shared set of digital files and folders.

Key collaborative benefits include:

  • Unified Access: Seamless access to shared documents and resources for all designated users.

  • Workflow Visibility: Real-time tracking of document status from individual user accounts.

Team Features – Collaboration – Folders Categories - Add Folder
Team Features – Collaboration – Folders Categories - Additional Options

To establish a collaborative workspace, simply click the “+” icon adjacent to your Inbox. Advanced configuration options are available to tailor the folder structure to your specific organizational and document workflow requirements.

Documents within these shared folders benefit from automated status transitions, mirroring the signing process lifecycle:

  • Inbox: For documents awaiting initial processing or action.

  • In Progress: Once a document has been sent for signature.

  • Signed: Upon successful completion and execution of the signing process.

Maximize your team’s collaborative efficiency and document lifecycle management with Secured Signing’s Shared Folder feature.

Personalised email messages

Personalised email messages

At Secured Signing, we get that a standard email invitation sometimes just doesn’t cut it. That’s why we’ve made it easy to add a personal message to your invitations.

A personal message is a fantastic way to connect with clients, build rapport, and boost engagement. In fact, personalized communications often lead to much higher response rates than generic ones.

Personalised Email Message - Invitation Workflow

Whether you’re looking to motivate your team, add a warm touch to customer communications, or simply make your invitations more engaging and fun, our personal message feature has you covered.

It’s simple to create and send those customized notes, helping you make a real impact.

Add attachments to email invitation

Add attachments to email invitation

Upload additional attachments to any document signing process.

At times the document owner will need to add an additional attachment to the email invitation, most likely these attachments are marketing flyers of policies      or guidelines. You can do it with Secured Signing at no extra cost!

You can add to the email invitation one of the documents from your desktop or upload these files from the document library to every invitation, simply select it from the list. 

Add Attachment - Invitation Workflow