Bullhorn: Create a Document Template with Form Filler

Step 1: Open Secured Signing

Open a record that the entity is Secured Signing integrated.

Click Secured Signing in Actions dropdown menu.


Step 2: Start Form Filler

In Secured Signing start page, Select Form Filler.

In Secured Signing document template grid, click Create Template to start


Step 3: Select documents

You can select documents either from local files in your computer or from Bullhorn.

Select documents

Click Upload From PC button to select files in your computer.

Or client the checkbox to select files from Bullhorn

You can only select one document to create a template

Secured Signing supports following document types:

  • PDF Documents (.pdf)
  • Rich Text Documents (.rtf)
  • Microsoft Word Documents (.docx, .doc)
  • Microsoft Excel Documents (.xlsx, .xls)
  • OpenDocument Files (.odt, .ods)

Start Design

After selecting file, click Select this file button to start.

Step 4: Add Field

By default, the integration grabs fields related to current Bullhorn record.

Or you can insert Secured Signing fields:

  • Text Box
  • Multi Line Text Box
  • Checkbox
  • Radio Button
  • Datepicker
  • Drop Down List
  • File Upload Button

Step 5: Place invitee signatures and fields

Add signature

  1. Select page on which to put signatures.
  2. Select invitee who needs to sign this document.
  3. Click to signatures to add to current page.
  4. Drag the signature to right place.

Add Field

  1. Select page on which to put field.
  2. Select field to fill in this document.
  3. Click field to add to current page.
  4. Drag the field to right position.

Remove selected signature or field

If a signature or field has been placed by mistake, you can click it to select and click the red Remove button to delete it.

Step 6: Save template

Click Save as Template to save current template design

Here, you can:

  1. Give the template a name
  2. Choose if you’d like to get template data after it signed
  3. Click Save button to save the template.

Go back to the template grid to send the template to sign.

Do you need anything else?