Secured Signing Support Center

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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Bullhorn: Connect Users of your Company to Secured Signing

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: Open Admin tab in Secured Signing Dashboard Navigate to Secured Signing User Connections Click Admin tab to get User Connection list. Step 3: Manage User Connections If a user has not connected yet, when click Actions button, options […]

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How to Add Secured Signing to your Bullhorn environment

February 21, 2023

Welcome to our step-by-step guide on integrating Secured Signing into your Bullhorn account! To ensure a smooth setup process, please reach out to your dedicated Bullhorn account manager and request the activation of Secured Signing functionality. Once enabled, follow these four simple steps: Initiate Connection: Click “Start Now” to establish the connection between the two […]

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How to Send Documents for Signing within Bullhorn

February 21, 2023

Discover the convenience of Secured Signing, now seamlessly integrated into the Bullhorn Marketplace. Easily send documents for online filling and signing. In this tutorial, learn how to efficiently send a one-time document for signature. Just follow these easy steps: Within Bullhorn, locate your desired candidate or client, then navigate to the Actions button and select […]

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