Send Reusable Form Templates
Step 1: Open Secured Signing
Open a record that can access the Secured Signing integration.
Click Secured Signing in Actions drop down menu, and select ‘Send for Signature’.
Step 2: Start Form Filler
In the Secured Signing start page, Select Form Filler.
Step 3: Select documents
Step 4: Press Send
Invitee’s details will automatically populate from JobAdder, confirm your settings and invitee details and press ‘Send’.