Secured Signing for FastTrack360 Our integration with FastTrack 360 makes it seamless to send, track, and manage electronic signatures. Simplify your hiring, enhance candidate experience, and boost productivity with View Help Guide »
Microsoft Dynamics 365: Invite people to sign with We Sign Step 1: Go to any entity which can put notes (e.g. Accounts) Go to any entity which can put notes (e.g. Accounts) Step 2: Create View Help Guide »
Microsoft Dynamics 365: How to send a Smart Doc for signing with Secured Signing Send Smart Doc to Secured Signing Step 1: Go to any entity details Go to any entity detail (e.g. Accounts, Contacts, Leads) Step 2: Choose View Help Guide »
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 »