Send Reusable Form Templates

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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’.

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