Bullhorn: Invite People to Sign with WeSign

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 names and emails of a person who’s related to current Bullhorn record, i.e.:

• Candiate: candiate and current login
• Company: client contact and current login
• Placement: candiate, client contact and current login
• Client Contact: client contact and current login

You can also add or edit invitee with name and email at this stage.

Select invitees to continue.

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.
5. If there are two or more documents, click Next button to show next document.

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.
5. If there are two or more documents, click Next button to show next document.

Click Next to open the signatories’ workflow popup and prepare the signing procedure

Here, you can:

1. Set a signing due date / time;
2. Define a specific signing order. (Tick the Sequential box and drag green bar to change order.)
3. Review the details of the invitees.
4. Click Send button to send out the invitation.

What’s more, you can:

1. Edit Invitation Email: add personal messages, edit the subject line to send with the invitation emails,or select email template from the list
2. Add Attachments: add document / flyer files as attachments to send with the invitation emails. Adding attachments to email invitation has no extra cost.

Invitation process is complete!

The invitee will get the email and a document record will be added into your document list in Secured Signing tab to follow up the process.