How to send a form in Tracker

Support Page: Eliminate Paper with Secured Signing

Say goodbye to outdated paper processes! With Secured Signing, you can eliminate the hassle of printing, signing, scanning, and uploading. Transform any paper form into a seamless, secure digital experience.

How to Send a Secured Signing Template Through Tracker

Follow these simple steps to send a Secured Signing template using Tracker:

  1. Open a Record
    Begin by opening the specific record you want to work with.

  2. Access the Action Menu

    • Click the Show Action Menu button located in the top-right corner of the record.
    • Select Send a Form from the dropdown menu.
  3. Choose Secured Signing

    • In the Send a Form pop-up, click the Secured Signing button.
    • Select the template(s) you want to send and click Prepare.
  4. Confirm Field Data & Add Invitees

    • Verify that all field data is correct.
    • Add any additional invitees if needed.
  5. Send the Form

    • Click the Send… button to finalize and send the form.
  6. Track the Signing Process

    • Log in to your Secured Signing account.
    • Navigate to the In Progress tab to monitor the status of your form.

With Secured Signing, streamline your workflow, save time, and reduce your reliance on paper. If you need further assistance, our support team is here to help!

For more details on Tracker and how it integrates with Secured Signing

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