NetDocuments Integration Support Guide Effortless Document Processing Sending documents for signature has never been easier. Recipients can seamlessly sign from any device without the need to create an account View Help Guide »
How to send a form in Tracker Support Page: Eliminate Paper with Secured Signing Say goodbye to outdated paper processes! With Secured Signing, you can eliminate the hassle of printing, signing, scanning, View Help Guide »
Tracker Integration Support Guide Welcome to the Secured Signing and Tracker Integration Support Guide! Streamline your recruitment process and empower your team to place more candidates and clients by View Help Guide »
Setting Up and Using Secured Signing for Tracker This guide walks you through setting up, enabling, and using Secured Signing within Tracker. For an easier learning experience, consider splitting this into two parts: View Help Guide »
Configuring Okta Single Sign On for Secured Signing Setting up Okta for use with Secured Signing will allow users to login to Secured Signing by using their organizational account in Okta as the View Help Guide »
Active Status and Live Chat Notary University Module 17: Active Status and Live Chat: Boost Your Notary Business Improvements to our Notary Community feature, On Demand Notary, designed to help View Help Guide »
Support in Signature Templates Notary University Module 17: Notary Support Now Available in Signature Templates! Create reusable templates to automatically apply signatures and fields to your RON (Remote Online View Help Guide »
Add Comments to Notary Journal Notary University Module 16: Add Comments to Notary Journal in Remote Online Notarization Enhance Your RON Process with Note-Taking in the Notary Journal! Notarize documents View Help Guide »
Bullhorn: Setup Status Trigger Rules Set up trigger rules to automatically send templates or forms when the ‘Status’ field for a chosen record is changed. Supported Record Types: Candidate, Placement, View Help Guide »
How to enable the Invitee Monitoring Portal Enabling and Accessing Invitee Monitoring Portal: – Video Summary The Invitee Monitoring Portal consolidates all documents requiring signatures for invitees, offering centralized access. To activate View Help Guide »