Smart Tags

Smart Tags revolutionize how you prepare documents for e-signatures with Secured Signing. They’re a powerful automation tool that tells our system exactly who needs to sign and where their signature (or other information) should go.

This means you can upload batches of documents and send them out for signing in just a few clicks, saving you valuable time and effort.

So, give it a go!

Smart Tag further unique characteristics:

Smart Tags go beyond simple signature placement, offering unique features to streamline your process:

  • Automated Placement: Say goodbye to manual drag-and-drop. Smart Tags automatically position signature blocks, initial fields, and other required information.

  • Fill-In Fields: Need information from your signers before they sign? Easily add fields that both invitees and signatories can complete directly within the document.

  • Document Compatibility: Whether you’re working with Microsoft Word or PDF files, Smart Tags seamlessly integrate with your existing documents.

  • Enhanced Security: For added peace of mind, you can opt to send an SMS to your invitees. This serves as a two-factor authentication step, either for document access or to complete the signing process. 

  • Workflow Integration: For advanced users, Smart Tags can be linked to specific workflows within the Secured Signing system, automating complex signing processes (additional setup fees may apply).

Smart Tag - Send for Signature

Create Smarter Documents with Smart Tags

 

Secured Signing’s Smart Tag technology is all about automating document preparation and streamlining the entire invitation and signing process. This leads to faster document turnaround times and a significantly better user experience for everyone involved.

When you use Smart Tags during document creation, you can define crucial details, including:

  • Signatory Information: Automatically pull in the signatory’s full name and email address.

  • Personalized Text: Add custom text relevant to each signer or field.

  • Signature Type: Easily specify whether a full signature or just initials are required.

  • Signing Order: Define the exact sequential order in which multiple signers need to complete the document.