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Secured Signing continues partnership to integrate digital signatures within Bullhorn.
5 reasons government agencies and councils are adopting digital signatures.
New feature: Signing completion certificate.
Home // Support // Actionstep – Send documents for signing in Secured Signing
Step 1: To get started sending a document
Login to Actionstep, open any matter, go to the Secured Signing tab, then click the Send for Signature button.
Step 2: Choose your document
You will continue to the Inbox tab in the My Documents page.
Here, find the document from your matter that you would like to send for signing, then click the Invite others to sign button.
Step 3: Add invitees and fields to the document
Add the invitees that you would like to sign the document. You can also add form fields for your invitees to fill before signing the document.
Then, click Next to continue to the Invitation Workflow.
Step 4: Check before sending
Change any settings/features in the Invitation Workflow pop-up before clicking Send to send the document for signing.
Step 5: Invitee signs the document
After you send a document, your invitee(s) will receive an invitation email, containing a link to sign.
Once your invitee opens the link to sign and enters their passcode, they will access the document and be able to fill the fields and sign.
Step 6: Signed document is saved back to the matter in Actionstep
When the signing process is completed for the document, when you return to the matter documents in Actionstep, the signed document will be saved back.