Form Direct - Send online forms to fill and sign

Open a record that the entity is Secured Signing integrated.

Click Secured Signing in Actions dropdown menu.

When open Form Direct wizard the integration will grab a list of forms from Secured Signing for you.

1. Select one or more forms
2. Click Next button to go to next step.

• There are invitees required by forms in the list. Select to fill one by one.

• Select or fill email and name, whilst some forms also require mobile to send code via SMS to Authenticate invitee before signing.

  By default, the integration grabs names, emails and mobile number from someone related to current Bullhorn record, i.e.:

  • Candiate: candiate and current login
  • Company: client contact and current login
  • Placement: candiate, client contact and current login
  • Client Contact: client contact and current login

  You can also enter or edit some other name and emails.

• After completing filling all invitees, click Next will go to next step.

1. Name: the name will be the prefix before form name to generate document name to sign.
2. Set signing due date.
3. Review invitee details; if there's any mistake, click Previous to go back to correct.
4. Click Send to send out invitations.

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.