Secured Signing Support Center

JobAdder: Invite Yourself and Other to Sign With We Sign

March 5, 2023

Step 1: Open Secured Signing Open a record where Secured Signing is integrated. Click ‘Secured Signing’ in Actions drop down menu. Step 2: Start We Sign In the Secured Signing menu, choose Send for Signature. Then select We Sign. Step 3: Select documents You can select documents from local files in your computer or from […]

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JobAdder: Admin Portal

March 5, 2023

Selecting ‘Login to Admin Portal’ redirects you to Secured Signing Enterprise Portal where you can manage company settings and organization reporting; only visible for Users that have Secured Signing Admin role. When a user has been assigned the Admin Role, a notification email will be sent. In the Admin Portal you can manage  Secured Signing […]

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JobAdder: How to Connect Users to Secured Signing

March 5, 2023

Step 1: Open Secured Signing Admin from the Action Button. Login to JobAdder with an admin user.  Open the Secured Signing action menu and select Admin, from one of following record: Candidate Job Application Placement Company Contact Step 2: Make sure you are in the Admin Tab. Navigate to ‘Manage User Connections; Step 3: Manage […]

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JobAdder: How to Connect Organisation to Secured Signing

March 5, 2023

Step 1: Enable Secured Signing in JobAdder Login to JobAdder with an Admin User Navigate to Admin settings > General > Apps & Add ons Find the Secured Signing integration and enable it. Click on the pink button “Integrate in Secured Signing’. Step 2: Step by Step connection wizard After you enable the integration, it […]

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JobAdder: Settings Overview

March 5, 2023

Step 1: Open Secured Signing from the Action Menu and Choose Admin Login to JobAdder with an Admin user and select one of following records: Candidate Job Application Placement Company Contact Then select ‘Secured Signing’ in the ‘Actions’ menu and select Admin. Admin This shows the current membership details, including plan and usage, and is […]

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JobAdder: Admin – Secured Signing Management

March 5, 2023

Step 1: Open Secured Signing admin action Login to JobAdder with an admin user.  Open Secured Signing in the action menu and select Admin from one of following records: Candidate Job Application Placement Company Contact Step 2: Admin Company information Your can review your Secured Signing ‘Company Plan Summary’ Plan Price: Current cost per document, […]

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JobAdder: Workflow

March 5, 2023

Find the workflow settings by opening Secured Signing in the actions menu, and selecting ‘Admin’, then select the ‘Setting’ tab.  Pre-Signing File Types Set a Default file Type for unsigned documents: you can set a JobAdder file type for the document if it is from outside JobAdder or generated from a Secured Signing template or […]

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JobAdder: Send Reusable Form Templates With Form Filler

March 5, 2023

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 […]

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JobAdder: Document Status

March 5, 2023

Document Status shows all In Progress documents related to Candidate, Job, Application, Placement, Company, and Contact. If the user role is Collaborator, you will see the details of all in-progress relating to the record type you have selected or a viewing in. If the user role is Standard, if you didn’t send the document, you will not […]

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JobAdder: Dashboard

March 5, 2023

The Dashboard shows an overview of signing metrics in the current billing cycle for the Secured Signing account, including: Total Documents; total documents used in current billing cycle and percentage change compared with the previous cycle. Total Signed; total documents signed in current billing cycle and percentage change compared with the previous cycle. Total SMS; […]

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