Secured Signing Support Center

JobAdder: Settings Overview

March 5, 2023

Step 1: Open Secured Signing from the Action Menu and Choose Admin Login to JobAdder with an Admin user and select one of following records: Candidate Job Application Placement Company Contact Then select ‘Secured Signing’ in the ‘Actions’ menu and select Admin. Admin This shows the current membership details, including plan and usage, and is […]

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JobAdder: Admin – Secured Signing Management

March 5, 2023

Step 1: Open Secured Signing admin action Login to JobAdder with an admin user.  Open Secured Signing in the action menu and select Admin from one of following records: Candidate Job Application Placement Company Contact Step 2: Admin Company information Your can review your Secured Signing ‘Company Plan Summary’ Plan Price: Current cost per document, […]

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JobAdder: Workflow

March 5, 2023

Find the workflow settings by opening Secured Signing in the actions menu, and selecting ‘Admin’, then select the ‘Setting’ tab.  Pre-Signing File Types Set a Default file Type for unsigned documents: you can set a JobAdder file type for the document if it is from outside JobAdder or generated from a Secured Signing template or […]

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JobAdder: Send Reusable Form Templates With Form Filler

March 5, 2023

Step 1: Open Secured Signing Open a record that can access the Secured Signing integration.  Click Secured Signing in Actions drop down menu, and select ‘Send for Signature’. Step 2: Start Form Filler In the Secured Signing start page, Select Form Filler. Step 3: Select documents Step 4: Press Send Invitee’s details will automatically populate […]

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JobAdder: Document Status

March 5, 2023

Document Status shows all In Progress documents related to Candidate, Job, Application, Placement, Company, and Contact. If the user role is Collaborator, you will see the details of all in-progress relating to the record type you have selected or a viewing in. If the user role is Standard, if you didn’t send the document, you will not […]

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JobAdder: Dashboard

March 5, 2023

The Dashboard shows an overview of signing metrics in the current billing cycle for the Secured Signing account, including: Total Documents; total documents used in current billing cycle and percentage change compared with the previous cycle. Total Signed; total documents signed in current billing cycle and percentage change compared with the previous cycle. Total SMS; […]

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JobAdder: My Account

March 5, 2023

From one of following records, Open Secured Signing in the Action menu, and select Admin: Candidate Job Application Placement Company Contact My Account shows the Account information of the user in Secured Signing platform You can review your Secured Signing account summary Name: the name of your Secured Signing account; showing in the Secured Signing […]

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JobAdder: Reports

March 5, 2023

You can run reports to have an overview across selected data ranges from your Secured Signing account. Invitee Report: shows documents grouped by invitees. Document Report: shows the basic document signing process. Activity Report: shows account activities. Pending Report shows documents waiting to be signed or completed. Expired Documents Report: shows documents expired signing process. Witness […]

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JobAdder: Document Status View

March 5, 2023

Document Status shows all In Progress documents related to Candidate, Job, Application, Placement, Company, and Contact. If the user role is Collaborator, you will see the details of all in-progress relating to the record type you have selected or a viewing in. If the user role is Standard, if you didn’t send the document, you will […]

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JobAdder: Create Automated Workflow Process with Secured Signing

March 5, 2023

Triger the automatic sending of document or packs of documents when changing a status of a record in JobAdder. For example, when moving a candidate to Placed Status, you can send out the employment contract automatically. 

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