Bullhorn: Send Online Forms to Fill & Sign with Form Direct

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 Direct

In Secured Signing start page, Select Form Direct.


Step 3: Select Forms

When open Form Direct wizard the integration will grab a list of forms from Secured Signing for you.

  1. Select one or more forms
  2. Click Next button to go to next step.

Step 4: Fill Invitee Details

  • There are invitees required by forms in the list. Select to fill one by one.
  • Select or fill email and name, whilst some forms also require mobile to send code via SMS to Authenticate invitee before signing.

    By default, the integration grabs names, emails and mobile number from someone related to current Bullhorn record, i.e.:

    • Candidate: candidate and current login
    • Company: client contact and current login
    • Placement: candidate, client contact and current login
    • Client Contact: client contact and current login

    You can also enter or edit some other name and emails.

  • After completing filling all invitees, click Next will go to next step.

Step 5: Review and Send out Email Invitations

  1. Name: the name will be the prefix before form name to generate document name to sign.
  2. Set signing due date.
  3. Review invitee details; if there’s any mistake, click Previous to go back to correct.
  4. Click Send to send out invitations.

Step 6: Check Status of Sent Invitation

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.

Do you need anything else?