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Secured Signing continues partnership to integrate digital signatures within Bullhorn.
5 reasons government agencies and councils are adopting digital signatures.
New feature: Signing completion certificate.
Home // Support // Manage document progress in Secured Signing
Step 1: Open Secured Signing Document List
In Secured Signing My Documents
Login to Actionstep, open any matter, go to the Secured Signing tab, then click the Check Document Status button.
Here you can see your In Progress documents and your Signed documents.
In Secured Signing Dashboard
Login to Actionstep, open any matter, go to the Secured Signing tab, then click the Dashboard button.
Go to the Document Status tab. Here you can see your In Progress documents and your Signed documents.
Step 2: Document Grid
In the document grid, you can find columns
The folder structure from the matter is used to organize documents in Secured Signing.
You can search for documents using the search button on the right header.
Documents in a package are grouped, and you can expand the package to see all documents inside.
Step 3: Document Actions
Each document comes with some Secured Signing actions, including:
Step 4: View Document Progress
Click the i icon to check the progress of the document.
A document signing progress pop-up will display to show the progress of the document, including, including which invitees have signed, and which have not.
Step 5: Extend Document Due Date
In document signing progress pop-up, you can change the due date of the document.
Click the date-time control to show a date picker, which will display the available dates you can choose from. Choose a date and time here.
Click the Extend button to change the due date.
* If the document status is completed, you can review the due date but can’t change it.
Step 6: Update Document Signatories
In the document signing progress pop-up, you can change the signatories of the document.
You can also remove an invitee from progress if there’re 2 invitees or more.
You can also send a reminder to selected invitee if the invitee hasn’t signed yet.
After all changes to invitees, Click the Update button to make the changes.
* If the invitee already signed, you can’t edit or remove it.