Secured Signing Support Center

Open Text – Content Manager Integration Support Guide

March 16, 2023

Welcome to the Secured Signing and OpenText Integration Support Guide. This guide aims to provide you with the necessary information and steps to optimize the integration between Secured Signing, a leading digital signature solution, and OpenText, a comprehensive enterprise information management platform. By following the guidelines below, you can ensure a seamless and efficient document […]

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Secured Signing’s Bullhorn integration admin training

March 16, 2023

Welcome to Secured Signing’s Bullhorn Admin Training! This session will guide you through essential aspects: Admin Portal: Understand the functionalities and purpose of the admin portal. Managing Users: Learn how to effectively manage user profiles and access. Branding: Customize and establish your brand within Secured Signing. Email Templates: Explore creating and managing email templates for […]

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Salesforce Lightning: How to Send a Document for Signing With WeSign

March 15, 2023

In this article we will cover how to upload and send a document(s) for signing in Saleforce Step 1. Upload document(s) for signing Choose the object you need to send a document for signing, in this example we have used ‘A Contact’. Upload your document or documents for signing first, Click ‘upload file’ in the notes & […]

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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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