Bullhorn: Use Smart Tags in Bullhorn

Make Bullhorn Document’s template ready for Secured Signing by adding Smart Tags to templates.

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 Smart Tag

In Secured Signing start page, Select Smart Tag


Step 3: Select Documents including Smart Tags

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 select multiple documents and invitees can sign them at one time.

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 Smart Tag

After selecting files, click Send For Signature button to start.

Step 4: Fill Invitee Details

  • Secured Signing analyze the Smart Tag in the document and pickup invitees inside.
  • Check or fill email and name, whilst some documents 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.:

    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: Send Out Email Invitation to Sign

Set a signing due date / time;

Click Send button to send out the invitation.


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?