Actionstep | Connect users in your company to Secured Signing

Step 1: Open Secured Signing in a matter in Actionstep 

Login to Actionstep as an admin user. 

Open any matter, go to the Secured Signing tab, then click the Dashboard button.

Open Secured Signing in a matter in Actionstep

Step 2: Open Admin tab in Secured Signing Dashboard 

Navigate to Secured Signing User Connections 

  1. Click Admin tab to get User Connection list. 

 

Open Admin tab in Secured Signing Dashboard

Step 3: Manage User Connections 

If a user has not connected yet, when you click the Actions button, the options are: 

  • Connect as Standard User: Click to connect this user to Secured Signing, allowing them to view only their own documents. 
  • Connect as Collaborator: Click to connect this user to Secured Signing, allowing them to view their own and others’ documents. 
Manage User Connections

If a user has connected, when click Actions button, options are 

  • User Role: Click to show a pop-up allowing you to switch the user between being a Standard User and a Collaborator. 
  • Disconnect: Click to remove user connection, a popup will show to double confirm the disconnect action. 
Manage User Connections 2

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