Secured Signing Support Center

Salesforce: How to Manage & Monitor a Signing Invitation

March 15, 2023

In this article we will show how to manage a live signing process To keep up with a signing process, follow these steps. Step 1. Go to the Salesforce Object that you sent the signing invitation from Step 2. Find ‘Secured Signing Document’ section. In a glance you can see the Status of each document. […]

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Salesforce Lightning: How To Add Secured Signing Digital Signatures

March 15, 2023

  Step 1. Install the Secured Signing Package Go to Secured Signing in the Salesforce App Exchange. Click Get It Now 3. Login to Salesforce 4. Choose the environment you wish to install. Production, Sandbox or Trial? Step 2. Connect Users & Setup Permissions Click Setup Select Users Choose Permission sets Find ‘Secured Signing Permissions’ Manage […]

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Salesforce Classic: How to Add Secured Signing Digital Signatures

March 15, 2023

  Step 1. Install the Secured Signing Package Go to Secured Signing in the Salesforce App Exchange. Click Get It Now 3. Login to Salesforce 4. Choose the environment you wish to install. Production, Sandbox or Trial? Step 2. Connect Users & Setup Permissions Click Setup Select Users Choose Permission Sets Find ‘Secured Signing Permissions’ Manage […]

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Salesforce: How To Send A Document Template For Signing With FormFiller

March 15, 2023

In this article we will show you how to send document templates for signing Step 1. Choose your document template(s) Click ‘Start Secured Signing’ button in the object it relates to. In the Secured Signing pop-up choose FormFiller Select the template or templates in the dropdown list you wish to send for signing. Click Start […]

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Building Templates with Salesforce Fields

March 15, 2023

How to Build FormFiller Templates with Salesforce Fields Automise existing forms by building templates with Salesforce fields and Secured Signing FormFiller. Digital templates can include Salesforce fields! With two way data flow, you can push Salesforce information into your documents. Also collect new information from your customers and automatically update their Salesforce record effortlessly. Step […]

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Salesforce: Use Secured Signing Digital Signatures with the Salesforce Community Portal

March 15, 2023

  You can use Secured Signing together with Salesforce Community Portal. This means, instead of your invitee receiving an email invitation to sign your documentation they will be notified that a new document(s) is waiting to be signed in their community portal. Once the login with their own credentials they can begin the signing process. […]

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Automate Sending Documents in Salesforce

March 15, 2023

How to use Triggers to Automate sending Documents in Salesforce.  You can automate the document sending process for your team by using ‘Triggers’ in Salesforce to automatically send out certain document templates or packages. In this article we will show you how you can setup & manage these triggers Step 1 – Build Your Document […]

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Salesforce: Adding Digital Signing To Salesforce

March 15, 2023

Integrate your Salesforce account with Secured Signing & get access to all-in-one digital signature software. Securely send documents & contracts to people for signing & store the signed + sealed documents automatically in Salesforce. Watch this overview video to learn more:

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Microsoft Word: Uninstall Secured Signing Plugin on Microsoft Word Desktop

March 9, 2023

Step 1: Go My Add-ins popup In Insert tab > Click My Add-ins button to load My Add-ins popup. In My ADD-INS list, you will find Secured Signing for Word, mouse hover it, then click the … Step 2: Confirm removing action Click Remove menu item. Confirm to remove by click remove button in the popup

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Microsoft Word: Uninstall Secured Signing Plugin on Microsoft Word Online

March 9, 2023

Watch our video demo below.   Step 1: Go Office Add-ins popup In Insert tab > Click Office Add-ins button to load Office Add-ins store. In My ADD-INS, you will find Secured Signing for Word, mouse hover it, then click the … Step 2: Confirm removing action Click Remove menu item. Confirm to remove by click remove button in the popup Click Refresh link to force plugin to be […]

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