Secured Signing Support Center

RDB ProNet: Invite People To Sign With We Sign

March 9, 2023

(This guide is also available in video format here) Step 1: Start RDB ProNet and navigate to Secured Signing plugin Login to RDB ProNet Use your RDB ProNet account to login. Navigate to a job editor for a job. (Take job editor for example) Open HOME menu. Click Job Index button. Double click a job in the list, a job editor for […]

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RDB ProNet: How To Send A Document With Smart Tags

March 9, 2023

(This guide is also available in video format here) Make RDB Document’s template ready for Secured Signing by adding Smart Tags to templates. Step 1: Start RDB ProNet and navigate to Secured Signing plugin Login to RDB ProNet Use your RDB ProNet account to login. Navigate to a job editor for a job. (Take job editor for example) […]

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RDB ProNet: Send online forms to fill and sign with Form Direct

March 9, 2023

Please contact Secured Signing to create Online forms for your company and it will be available in RDB ProNet Secured Signing plugin. Step 1: Start RDB ProNet and navigate to Secured Signing plugin Login to RDB ProNet Use your RDB ProNet account to login. Navigate to a job editor for a job. (Take job editor for example) […]

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RDB ProNet: Use RDB Merge Fields With Smart Tag Documents

March 9, 2023

(This guide is also available in video format here) Step 1: Start RDB ProNet Login to RDB ProNet Use your RDB ProNet account to login. Step 2: Open Templates dialog Navigate to Templates dialog Open OPTIONS menu. Click Document Manager dropdown list. Click Template Maintenance item. Step 3: Create a new template In Template dialog, you can create a new template or edit a […]

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RDB ProNet: Create Smart Tag document template in RDB ProNet

March 9, 2023

(This guide is also available in video format here) Step 1: Start RDB ProNet Login to RDB ProNet Use your RDB ProNet account to login. Step 2: Open Templates dialog Navigate to Templates dialog Open OPTIONS menu. Click Document Manager dropdown list. Click Template Maintenance item. Step 3: Create a new template / Edit existing template In Template dialog, you can create a new […]

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RDB ProNet: Setup Secured Signing account for your company

March 9, 2023

(This guide is also available in video format here) Step 1: Login to RDB with admin user Login to RDB ProNet Use your RDB ProNet admin account to login to the client. Step 2: Open Admin tab in Secured Signing Settings Navigate to Secured Signing Settings Open PLUGINS menu. Click Secured Signing Settings button. Open Admin tab page Switch to Admin tab; Or click Manage your organisation […]

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RDB ProNet: Check Document Status, Logs & Verify Signatures

March 8, 2023

(This guide is also available in video format here) Step 1: Start RDB ProNet Login to RDB ProNet Use your RDB ProNet account to login to the client. Step 2: Open Secured Signing plugin Navigate to a job editor for a job. (take job editor for example) Open HOME menu. Click Job Index button. Double click a job in the list, A […]

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RDB ProNet: Connect to existing Secured Signing account

March 8, 2023

(This guide is also available in video format here) Step 1: Start RDB ProNet Login to RDB ProNet Use your RDB ProNet account to login to the client. Step 2: Open Secured Signing Settings Navigate to Secured Signing Settings Open PLUGINS menu. Click Secured Signing Settings button. Step 3: Connect to an existing Secured Signing account Here shows all your account details. […]

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