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 RDB ProNet Secured Signing plugin.

Step 1: Start RDB ProNet and navigate to Secured Signing plugin

Login to RDB ProNet

Use your RDB ProNet account to login.

Secured Signing - Login to RDB Pronet
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Navigate to a job editor for a job. (Take job editor for example)

  1. Open HOME menu.
  2. Click Job Index button.
  3. Double click a job in the list, A job editor for the job will show up.
Navigate to a job editor
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Navigate to Secured Signing Plugin

  1. In the right bottom area of the job editor, click Secured Signing tab.
Navigate to Secured Signing plugin
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Step 2: Start Form Direct

Open Form Direct Setup

Click Form Direct button to open Form Direct Setup dialog.

Open Form Direct Setup
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Follow these steps to setup Form Direct:

  • Select forms which needs to sign
  • Fill details of invitees who need to sign
  • Review details and set due date
  • Click Send button at the last setup to send out invitations
Form Direct Setup dialog
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Step 3: Select forms

When open Form Direct Setup dialog, the plugin will grab a list of forms from Secured Signing for you.

  1. Select one or more forms
  2. Click Next button to go to next step.
Select forms
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* 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.

Step 4: Fill invitee details

  1. There are invitees required by forms in the list. Select to fill one by one.
  2. 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.:

    • Job: client contacts and consultants;
    • Placement: applicant, client contact and consultants
    • Applicant: applicant and consultants
    • Client: client contacts and consultants
    • Client Contact: client contact

    You can also enter or edit some other name and emails.

  3. Click Next to fill next invitee detals; After completing filling all invitees, click Next will go to next step.
fill invitee details
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Step 5: Review and send out invitations

  1. Name: the name will be the prefix before form name to generate document name to sign.
  2. Set signing due date.
  3. Review invitee details; if there's any mistake, click Previous to go back to correct.
  4. Click Send to send out invitations.
Review form direct information
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Step 6: Check status of sent invitation

Invitation process is complete!

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.

Document list
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