Microsoft Dynamics 365: How to build a Smart Doc using Smart Tags Build smart doc by creating a Microsoft Word Template for Dynamics 365 + Secured Signing Smart Tag Step 1: Create a Microsoft Word Template in View Help Guide »
Microsoft Dynamics 365: Get/Install the Secured Signing plugin from Microsoft AppSource Step 1: Go to Microsoft AppSource Go AppSource Website Step 2: Search “Secured Signing for Dynamics 365” Step 3: Open “Secured Signing form Dynamics 365” plugin View Help Guide »
Microsoft Dynamics 365: Send online forms to fill and sign with Form Direct Please contact Secured Signing to create bespoke online forms for your company and we can make these available in your service via D365 Secured Signing View Help Guide »
Microsoft Dynamics 365: Create/Connect Secured Signing Enterprise Account within Microsoft Dynamics 365 Step 1: Go to Dynamics 365 instance Open your Dynamics 365 instance in the web browser. Step 2: Open Secured Signing Settings Navigate to Secured View Help Guide »
Microsoft Dynamics 365: Document Signing Example Watch this video to see in action our integration with Microsoft Dynamics 365. You can see how to send a document for signing from a View Help Guide »
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 View Help Guide »
Bullhorn: Set-up Form Direct Field Mapping Please contact Secured Signing to create Online Forms for your company and it will be available in Bullhorn Secured Signing integration. Step 1: Open Secured View Help Guide »
Bullhorn: Send Online Forms to Fill & Sign with Form Direct 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 Form Direct In View Help Guide »
Bullhorn: Create a Document Template with Form Filler 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 Form Filler In View Help Guide »
Bullhorn: Invite People to Sign a Document Template with Form Filler 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 Form Filler In View Help Guide »