Secured Signing Support Center

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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Bullhorn: Invite People to Sign with WeSign

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 We Sign In Secured Signing start page, Select We Sign. Step 3: Select documents You can select documents either from local files in your computer or from Bullhorn. Select documents Click Upload From PC button to […]

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Bullhorn: Manage the Document Process within Bullhorn

February 21, 2023

Step 1: Open Secured Signing document list In Secured Signing tab Login to Bullhorn Open a record on the entity that Secured Signing integrated Open Secured Signing in the tabs In Secured Signing Dashboard Login to Bullhorn Open Secured Signing in Menu/Marketplace Open Document Status in the tabs Step 2: Document grid In the document grid, you can find columns Document Name […]

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Bullhorn: Find the integration within Bullhorn

February 21, 2023

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 Secured Signing Dashboard See a more detailed guide here. Dashboard Dashboard shows overview signing summary in current billing cycle of the connect Secured Signing account. Document Status Document Status shows all documents that the […]

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