Secured Signing Support Center

Microsoft Dynamics 365: How to build a Smart Doc using Smart Tags

March 1, 2023

Build smart doc by creating a Microsoft Word Template for Dynamics 365 + Secured Signing Smart Tag Step 1: Create a Microsoft Word Template in Microsoft Dynamics 365 Microsoft.com – Use Word templates to create standardized documents PowerObject.com – How to Create a Microsoft Word Template in Microsoft Dynamics 365   Step 2: Add Secured […]

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Microsoft Dynamics 365: Get/Install the Secured Signing plugin from Microsoft AppSource

March 1, 2023

Step 1: Go to Microsoft AppSource Go AppSource Website Step 2: Search “Secured Signing for Dynamics 365” Step 3: Open “Secured Signing form Dynamics 365” plugin landing page Open the Secured Signing plugin page where you can view further details. Step 4: Click “Free Trial” to install the Secured Signing plugin Click “Free Trial to open […]

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Microsoft Dynamics 365: Send online forms to fill and sign with Form Direct

March 1, 2023

Please contact Secured Signing to create bespoke online forms for your company and we can make these available in your service via D365 Secured Signing plugin. Step 1: Go to any entity details (e.g. Accounts) Go to any entity detail (e.g. Accounts, Contacts, Leads) Step 2: Choose “Form Direct” from the dropdown menu Click to […]

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Microsoft Dynamics 365: Create/Connect Secured Signing Enterprise Account within Microsoft Dynamics 365

March 1, 2023

Step 1: Go to Dynamics 365 instance Open your Dynamics 365 instance in the web browser. Step 2: Open Secured Signing Settings Navigate to Secured Signing Settings Open Sales and go to the Settings Menu. Click the SSL App Settings button under application. Step 3: Secured Signing Settings Page Appear The settings page appears. You […]

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Microsoft Dynamics 365: Document Signing Example

March 1, 2023

Watch this video to see in action our integration with Microsoft Dynamics 365.  You can see how to send a document for signing from a Dynamics record, the signing experience and the signed document saving back to the Dynamics record. 

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Bullhorn: Use Smart Tags in Bullhorn

February 21, 2023

Make Bullhorn Document’s template ready for Secured Signing by adding Smart Tags to templates. Step 1: Open Secured Signing Open a record that the entity is Secured Signing integrated. Click Secured Signing in Actions dropdown menu.   Step 2: Start Smart Tag In Secured Signing start page, Select Smart Tag   Step 3: Select Documents including Smart Tags You […]

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Bullhorn: Set-up Form Direct Field Mapping

February 21, 2023

Please contact Secured Signing to create Online Forms for your company and it will be available in Bullhorn Secured Signing integration. Step 1: Open Secured Signing in Marketplace in Bullhorn Menu Login to Bullhorn with an Admin User Open Secured Signing in Menu/Marketplace   Step 2: Find Admin Portal in Secured Signing Dashboard Admin Portal A button that […]

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Bullhorn: Send Online Forms to Fill & Sign with Form Direct

February 21, 2023

Step 1: Open Secured Signing Open a record that the entity is Secured Signing integrated. Click Secured Signing in Actions dropdown menu.   Step 2: Start Form Direct In Secured Signing start page, Select Form Direct.   Step 3: Select Forms When open Form Direct wizard the integration will grab a list of forms from Secured Signing for you. […]

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Bullhorn: Create a Document Template with Form Filler

February 21, 2023

Step 1: Open Secured Signing Open a record that the entity is Secured Signing integrated. Click Secured Signing in Actions dropdown menu.   Step 2: Start Form Filler In Secured Signing start page, Select Form Filler. In Secured Signing document template grid, click Create Template to start   Step 3: Select documents You can select documents either from local […]

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Bullhorn: Invite People to Sign a Document Template with Form Filler

February 21, 2023

Step 1: Open Secured Signing Open a record that the entity is Secured Signing integrated. Click Secured Signing in Actions dropdown menu.   Step 2: Start Form Filler In Secured Signing start page, Select Form Filler.   Step 3: Document Template Grid In the template grid, you can find columns Template Name Template Creator Template Last Changed Date Export […]

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