Secured Signing Support Center

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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How to use Edit Signing Process for RON with Secured Signing

January 19, 2024

Edit Signing Process for RON – Video Summary In the video you will learn how to use the Edit Signing Process for RON: Navigate to the In Progress tab of your account. Click the Edit Signing Process button under the actions menu. Edit the process through the RON Setup Wizard. Check your documents are properly tagged […]

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Notary: Spanish Translation For Signers In WeSign and RON

August 17, 2023

With the Spanish Translation For Signers In WeSign and RON, you can translate the entire We Sign or RON signing processes to Spanish for signers, including the Notaries and Signing Hosts for a RON transaction. You can enable this with the Default Language setting at My Account > My Settings in your Secured Signing account, […]

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Notary: Uploading multiple documents to create a package

August 1, 2023

When uploading “Packages” containing multiple individual documents you MUST wait until all documents appear in the “Check document list” before selecting Next. When navigating to the next or prior document for applying fields use the “Package Documents” drop down list, DO NOT Select NEXT When all elements have been added to the documents select “Next” […]

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Notary: Template Creation for RON

August 1, 2023

This article covers the process to tag and save a document as a template with Secured Signing. It is sometimes necessary to revert to a saved document when a previous tagged document has become corrupt before or during a signing session. To save time we suggest that on large documents you create that document as […]

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Notary: RON Self Testing Procedures

August 1, 2023

Best procedure for self-testing the end-to-end RON process on our platform using your own computer(s) Login as the notary > RON > Upload a document > Add signer (this should be yourself using a different email address) continue the process as per normal selecting the ID method as personally known. Proceed to the point where […]

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