Secured Signing Support Center

On-Behalf Signature

June 24, 2026

On-Behalf Signature The new ‘On-Behalf Signatures’ feature allows you to add signers that will sign on behalf of someone else. You or the on-behalf signer can select the signature text. The ‘On-Behalf Signatures’ feature is disabled by default. Here is how you can enable it in a standard Secured Signing account: Go to My Account […]

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How to Create an Outsource Queue

June 24, 2026

Creating an Outsource Queue Outsource Queue lets you set up documents for notarization and then assign them to an external company, who will handle the notarization on your behalf. It’s there for when you need extra support managing your notarization workload — instead of completing every signing in-house, you can route selected documents to a […]

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Manage document progress in Secured Signing

April 14, 2026

Step 1: Open Secured Signing Document List  In Secured Signing My Documents  Login to Actionstep, open any matter, go to the Secured Signing tab, then click the Check Document Status button.  Here you can see your In Progress documents and your Signed documents. In Secured Signing Dashboard  Login to Actionstep, open any matter, go to the Secured Signing tab, then click the Dashboard button.  Go to the Document Status tab. Here you can […]

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Actionstep – Notarize documents in Secured Signing

April 2, 2026

Step 1: To get started sending a document for Remote Online Notarization Login to Actionstep, open any matter, go to the Secured Signing tab, then click the Send for Signature button. Step 2: Choose your document You will continue to the Inbox tab in the My Documents page. Here, find the document from your matter that you would like to send for signing, then click the Start RON button. Step 3: Go through the RON wizard  In […]

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Actionstep – Send documents for signing in Secured Signing

April 2, 2026

Step 1: To get started sending a document Login to Actionstep, open any matter, go to the Secured Signing tab, then click the Send for Signature button. Step 2: Choose your document You will continue to the Inbox tab in the My Documents page. Here, find the document from your matter that you would like to send for signing, then click the Invite others to sign button. Step 3: Add invitees and fields to the document  Add the […]

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Actionstep | Connect users in your company to Secured Signing

April 2, 2026

Step 1: Open Secured Signing in a matter in Actionstep Login to Actionstep as an admin user. Open any matter, go to the Secured Signing tab, then click the Dashboard button. Step 2: Open Admin tab in Secured Signing Dashboard Navigate to Secured Signing User Connections Click Admin tab to get User Connection list. Step 3: Manage User Connections If a user has not connected yet, when […]

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Connect Secured Signing to Actionstep

April 2, 2026

Step 1: Open the link to the Secured Signing Connection Wizard To begin, open the Secured Signing Connection Wizard by following the link below. This will initiate the integration process directly within Actionstep: https://www.securedsigning.com/actionstep/connect.aspx  As part of your setup, you’ll receive a 14-day free trial, which includes a generous allowance of  25 documents per user. You can connect […]

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Actionstep Integration Support Guide

April 2, 2026

Connect Secured Signing to Actionstep CLICK HERE: to follow along with our step-by-step written instructions Connect users in your company to Secured Signing CLICK HERE: to follow along with our step-by-step written instructions Actionstep – Send documents for signing in Secured Signing CLICK HERE: to follow along with our step-by-step written instructions Manage the document […]

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Bullhorn: Setup Custom Object Fields

December 9, 2025

Link custom objects in your Bullhorn to Secured Signing to allow your users to add the custom objects’ fields in We Sign and Form Filler. Step 1: Open Secured Signing in the Bullhorn Menu  Login to Bullhorn as an Admin User, then navigate to the menu and open Secured Signing in the Marketplace folder.    […]

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Knackly Support Guide

November 5, 2025

By combining Secured Signing’s technology with Knackly’s Microsoft add-ins, this solution goes beyond mere convenience to provide a level of integrity, security, and legal defensibility that meets the high demands of your profession.   Together, they offer: Tamper-proof digital signatures that are legally enforceable Document tagging automation for a streamlined signing process Optional Video Confirmation; […]

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