Secured Signing Support Center

How to send a form in Tracker

November 26, 2024

Support Page: Eliminate Paper with Secured Signing Say goodbye to outdated paper processes! With Secured Signing, you can eliminate the hassle of printing, signing, scanning, and uploading. Transform any paper form into a seamless, secure digital experience. How to Send a Secured Signing Template Through Tracker Follow these simple steps to send a Secured Signing […]

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Tracker Integration Support Guide

November 25, 2024

Welcome to the Secured Signing and Tracker Integration Support Guide! Streamline your recruitment process and empower your team to place more candidates and clients by eliminating double data entry and reducing paperwork for greater efficiency. This guide will help you understand and maximize the benefits of integrating Secured Signing, a trusted digital signature solution, with […]

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Setting Up and Using Secured Signing for Tracker

November 12, 2024

This guide walks you through setting up, enabling, and using Secured Signing within Tracker. For an easier learning experience, consider splitting this into two parts: Setting Up and Enabling Secured Signing in Tracker – Step-by-step instructions on connecting Secured Signing to your Tracker account. Sending Documents for Signing from Tracker – Learn how to seamlessly […]

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Configuring Okta Single Sign On for Secured Signing

September 16, 2024

Setting up Okta for use with Secured Signing will allow users to login to Secured Signing by using their organizational account in Okta as the Identity Provider. When the Okta single sign on option is enabled in Secured Signing, logged in users will not need to enter their password in Secured Signing. (This article is […]

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Active Status and Live Chat

August 5, 2024

Notary University Module 17: Active Status and Live Chat: Boost Your Notary Business Improvements to our Notary Community feature, On Demand Notary, designed to help you connect with more clients faster, attract new business, and grow your notary practice.  Here is what you can do. Real-Time Availability: Your profile will now display whether you’re online […]

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Support in Signature Templates

May 13, 2024

Notary University Module 17: Notary Support Now Available in Signature Templates! Create reusable templates to automatically apply signatures and fields to your RON (Remote Online Notarization) documents Maximize Efficiency with Batch Signing: With Signature Templates, you can streamline your RON workflow by automatically applying all necessary elements to multiple documents at once. Here’s what you […]

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Add Comments to Notary Journal

April 16, 2024

Notary University Module 16: Add Comments to Notary Journal in Remote Online Notarization Enhance Your RON Process with Note-Taking in the Notary Journal! Notarize documents remotely with greater ease! Our improved Electronic Notary Journal now allows you to add comments throughout the entire Remote Online Notarization (RON) process. This means you can: Document the process […]

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Bullhorn: Setup Status Trigger Rules

March 7, 2024

Set up trigger rules to automatically send templates or forms when the ‘Status’ field for a chosen record is changed. Supported Record Types: Candidate, Placement, Company, and Job. 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 […]

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How to enable the Invitee Monitoring Portal

January 19, 2024

Enabling and Accessing Invitee Monitoring Portal: – Video Summary The Invitee Monitoring Portal consolidates all documents requiring signatures for invitees, offering centralized access. To activate this feature, go to My Account -> My Settings in your Secured Signing account or Settings -> My Account Settings in the Enterprise Portal. Once enabled, invitees can access the […]

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How to use Edit Signing Process We Sign and Form Filler

January 19, 2024

Edit Signing Process with WeSign and Form Filler – Video Summary The video will guide you through the steps of utilizing the Edit Signing Process using WeSign and Form Filler: Go to the In Progress tab in your account. Click on the Edit Signing Process button in the actions menu. Modify signers by adding or […]

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