Form Direct - Send online forms to fill and sign

Please contact Secured Signing to create Online forms for your company and it will be available in Micrsoft Dynamics 365 Secured Signing plugin.

Step 1: Go to any entity details (e.g. Accounts)

Go to any entity detail (e.g. Accounts, Contacts, Leads)

Secured Signing - Login to RDB Pronet
(Hover your mouse over the image to zoom)

Step 2: Choose "Form Direct" menu item

Click ... to open extra menu items if you can't see in menu.

After click, it will jump to Secured Signing

Choose 'Form Direct' menu item
(Hover your mouse over the image to zoom)

Step 3: Select which forms you want to send

By default, it already have some public forms for you.

You can put more customized forms, just talk to us.

Select forms
(Hover your mouse over the image to zoom)

Step 4: Fill invitee details

Fill invitee firstname/lastname/email.

Click Next button to continue.

Select forms
(Hover your mouse over the image to zoom)

Choose email template.

Click Next button to continue.

Select forms
(Hover your mouse over the image to zoom)

Choose Due Date.

Click Next button to continue.

Select forms
(Hover your mouse over the image to zoom)

Step 5: Review and send out invitations

Review all the settings before sending.

Click Finish button to send.

Select forms
(Hover your mouse over the image to zoom)

Step 6: Check status of sent invitation

Invitation process is complete!

The invitee will get the email and a tracking record will be added into "Activities" tab (besides "Notes" tab) for the same entity.

Document list
(Hover your mouse over the image to zoom)