Go to any entity detail (e.g. Accounts, Contacts, Leads)
Click to open the extra menu items, this will open Secured Signing.
After click, it will jump to Secured Signing
There may be some default forms already available in your service but please contact Secured Signing for bespoke forms for your business.
Fill invitee firstname/lastname/email.
Click Next button to continue.
Choose email template.
Choose Due Date.
Review all the settings before sending.
Click Finish button to send.
The invitee will get the email and a tracking record will be added into "Activities" tab (besides "Notes" tab) for the same entity.
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