Secured Signing Support Center

Google Docs Integration Support Guide

March 1, 2023

Welcome to the Secured Signing and Google Docs 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 Google Docs, a popular cloud-based document editing and collaboration platform. By following the guidelines below, you can seamlessly incorporate […]

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finPower Connect Integration Support Guide

March 1, 2023

Welcome to the Secured Signing and finPOWER 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 finPOWER, a comprehensive finance and loan management software. By following the guidelines below, you can ensure a seamless and efficient […]

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Secured Signing for FastTrack360

March 1, 2023

Our integration with FastTrack 360 makes it seamless to send, track, and manage electronic signatures. Simplify your hiring, enhance candidate experience, and boost productivity with Secured Signing for FastTrack 360. Experience the convenience of digital signatures today!

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Microsoft Dynamics 365: Invite people to sign with We Sign

March 1, 2023

Step 1: Go to any entity which can put notes (e.g. Accounts) Go to any entity which can put notes (e.g. Accounts) Step 2: Create a note with attachment Go to Notes Tab Create a new note with some file attachments We support following document types: PDF Documents (.pdf) Rich Text Documents (.rtf) Microsoft Word Documents (.docx, […]

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Microsoft Dynamics 365: How to send a Smart Doc for signing with Secured Signing

March 1, 2023

Send Smart Doc to Secured Signing Step 1: Go to any entity details Go to any entity detail (e.g. Accounts, Contacts, Leads) Step 2: Choose “Smart Doc” menu item Click … to open extra menu items if you can’t see in menu. Step 3: File list dialog pops and choose file(s) you want to send to Secured […]

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Microsoft Dynamics 365: How to build a Smart Doc using Smart Tags

March 1, 2023

Build smart doc by creating a Microsoft Word Template for Dynamics 365 + Secured Signing Smart Tag Step 1: Create a Microsoft Word Template in Microsoft Dynamics 365 Microsoft.com – Use Word templates to create standardized documents PowerObject.com – How to Create a Microsoft Word Template in Microsoft Dynamics 365   Step 2: Add Secured […]

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Microsoft Dynamics 365: Get/Install the Secured Signing plugin from Microsoft AppSource

March 1, 2023

Step 1: Go to Microsoft AppSource Go AppSource Website Step 2: Search “Secured Signing for Dynamics 365” Step 3: Open “Secured Signing form Dynamics 365” plugin landing page Open the Secured Signing plugin page where you can view further details. Step 4: Click “Free Trial” to install the Secured Signing plugin Click “Free Trial to open […]

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Microsoft Dynamics 365: Send online forms to fill and sign with Form Direct

March 1, 2023

Please contact Secured Signing to create bespoke online forms for your company and we can make these available in your service via D365 Secured Signing plugin. Step 1: Go to any entity details (e.g. Accounts) Go to any entity detail (e.g. Accounts, Contacts, Leads) Step 2: Choose “Form Direct” from the dropdown menu Click to […]

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