Connect Secured Signing to Actionstep

Step 1: Open the link to the Secured Signing Connection Wizard

To begin, open the Secured Signing Connection Wizard by following the link below. This will initiate the integration process directly within Actionstep:

https://www.securedsigning.com/actionstep/connect.aspx 

As part of your setup, you’ll receive a 14-day free trial, which includes a generous allowance of  25 documents per user. You can connect as many users as you need during this period to fully test the workflow.

Once your trial concludes, you can seamlessly transition to either our Enterprise or Monthly plan based on your firm’s requirements. If you have any questions regarding the setup or plan options, please don’t hesitate to reach out to our support team.

Step 2: Step by Step Connection Wizard 

Click Start to Connect to continue. 

Step by Step Connection Wizard

Step 3: Login to Actionstep

You will be asked to login to your Actionstep account before continuing. Please login to an account with admin permissions. 

Step 3 log into Actionstep

Step 4: Fill-in your Company Details 

Register a Secured Signing company account 

  1. The integration takes company details from Actionstep for you; correct or complete fields if anything is wrong or missing. 
  2. Please agree to Secured Signing’s Terms of Use before you continue. 
  3. Click Connect to setup a Secured Signing account for your company. 
Fill-in your Company Details Register a Secured Signing company account

Step 5: Connect Users to Secured Signing 

You can connect user to Secured Signing now so they can start to use it; or you can manage user connections later in Secured Signing dashboard. 

  1. The integration gets a list of available users from Actionstep. 
  2. Click Actions and choose Connect to connect selected user 
  3. Click Next to go to the next step. 
Step 5: Connect Users to Secured Signing

Step 6: Set-up Company Account Successfully 

Your Secured Signing company account has been created. 

Click the Go back to Actionstep button to continue.

Step 6 Set-up Company Account Successfully

Step 7: Grant Matter Permissions to Secured Signing 

For this final step you must be logged into Actionstep as an admin user with authority. 

  1. In Actionstep, go to Admin -> Users & Permissions -> System Roles -> Data Permissions. 
  2. In the System Role dropdown, select ‘User’, then in the System Object, select the matter that you would like to use with Secured Signing, making sure to select the option followed by ‘Secured_Signing’. 
  3. Enable the ‘can_read’ and ‘can_write’ permissions. 
  4. Finally, click Save. 
Step 7 Grant Matter Permissions to Secured Signing

Repeat steps 2-4 for each matter type you wish to use Secured Signing with.

 

You can now go to any matter with one of these matter types and begin to use Secured Signing. 

Do you need anything else?