Bullhorn: Create a Document Template with Form Filler

Open a record that the entity is Secured Signing integrated.

Click Secured Signing in Actions dropdown menu.

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

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

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.

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.