Send Form Filler Templates

How to send Form Filler Templates

Secured Signing’s FormFiller is a powerful feature that simplifies the process of filling out forms electronically. With FormFiller, you can conveniently complete and submit digital forms online, eliminating the need for manual paperwork.

Watch it in-action below!

Step by Step process on How to send Form Filler Templates with Secured Signing

Templates tab

  1. From the Templates tab, existing Templates can be Edited, Shared and Deleted and much more
Send Template - Templates tab

2. Select the Template to Send from the Template List

    Preview and Send to Preview the Template first and Send for Signing

Send Template - Preview and Send 1
Send Template - Preview and Send 2

    Send button to quick Send the Template for Signing

Send Template - Quick Send

Invitation Workflow

3. Set up Template’s Signing Workflow, such as adding Due Date, Signing Order or Video Signing

Send Template - Invitation Workflow

4. Set up additional workflow settings for each Invitees on the process

    Default Invitee’s information will be pulled into the Invitation Workflow

Send Template - Check Invitees

5. Add Invitee Details – First Name, Last Name and Email Address

Send Template - Invitee Details

In Progress tab

6. The In Progress tab includes different options to check Document Status, Edit Signing, Send Reminders and much more

Send Template - In Progress tab

Do you need anything else?