Form Filler - Invite people to sign a document template

Step 1: Open Secured Signing

Open a record that the entity is Secured Signing integrated.

Click Secured Signing in Actions dropdown menu.

Secured Signing
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Step 2: Start Form Filler

In Secured Signing start page, Select Form Filler.

Navigate to a job editor
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In Secured Signing document template grid, click 'Create Template' to start

Navigate to a job editor
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Step 3: Select documents

You can select documents either from local files in your computer or from Bullhorn.

Select documents

Click Upload From PC button to select files in your computer.

Or client the checkbox to select files from Bullhorn

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)
  • Image Files (.gif, .jpeg, .jpg, .png, .bmp, .dcm, .svg, .tif, .tiffs)
Select a document
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Start Design

After selecting file, click Select this file button to start.

Step 4: Add Field

By default, the integration grabs fields related to current Bullhorn record.

Or you can insert Secured Signing fields:

  • Text Box
  • Multi Line Text Box
  • Checkbox
  • Radio Button
  • Datepicker
  • Drop Down List
  • File Upload Button
Add fields
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Step 5: Place invitee signatures and fields

Add signature

  1. Select page on which to put signatures.
  2. Select invitee who needs to sign this document.
  3. Click to signatures to add to current page.
  4. Drag the signature to right place.

Add Field

  1. Select page on which to put field.
  2. Select field to fill in this document.
  3. Click field to add to current page.
  4. Drag the field to right position.
Add signature
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Remove selected signature or field

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.

Step 6: Save template

Click Save as Template to save current template design

Here, you can:

  1. Give the template a name
  2. Choose if you'd like to get template data after it signed
  3. Click Save button to save the template.
Invitation workflow
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Go back to the template grid to send the template to sign