We Sign - Invite people to sign


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 We Sign

In Secured Signing start page, Select We Sign.

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 select multiple documents and invitees can sign them at one time.

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)
Select a document
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Start We Sign

After selecting files, click Send For Signature button to start.


Step 4: Select Invitees

By default, the integration grabs names and emails of a person who's 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 add or edit invitee with name and email at this stage.

Select invitees to continue.

Select invitees
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Step 5: 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 6: 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.
  5. If there are two or more documents, click Next button to show next document.
Add signature
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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.
  5. If there are two or more documents, click Next button to show next document.
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 7: Send out invitation to sign

Click Next to open the signatories' workflow popup and prepare the signing procedure

Here, you can:

  1. Set a signing due date / time;
  2. Define a specific signing order. (Tick the Sequential box and drag green bar to change order.)
  3. Review the details of the invitees.
  4. Click Send button to send out the invitation.

What's more, you can:

  1. Edit Invitation Email: add personal messages, edit the subject line to send with the invitation emails,or select email template from the list
  2. Add Attachments: add document / flyer files as attachments to send with the invitation emails. Adding attachments to email invitation has no extra cost.
Invitation workflow
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Step 8: Check status of sent invitation

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.

Document list
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