Login to RDB ProNet
Use your RDB ProNet account to login.
Navigate to a job editor for a job. (Take job editor for example)
Navigate to Secured Signing Plugin
Click Form Direct button to open Form Direct Setup dialog.
Follow these steps to setup Form Direct:
When open Form Direct Setup dialog, the plugin will grab a list of forms from Secured Signing for you.
* Some forms may require additional information to fill. There will be a button enabled at the left bottom of dialog.
Click the button to fill information.
Select or fill email and name, whilst some forms also require mobile to send code via SMS to Authentic invitee before signing.
By default, Form Direct Setup dialog grabs names, emails and mobile number from someone related to current RDB object, i.e.:
You can also enter or edit some other name and emails.
The invitee will get the email and document record for each form will be added into your document list in Secured Signing plug to follow up the process.
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