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 »
Bullhorn: Invite People to Sign with WeSign 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 We Sign In Secured View Help Guide »
Bullhorn: Manage the Document Process within Bullhorn Step 1: Open Secured Signing document list In Secured Signing tab Login to Bullhorn Open a record on the entity that Secured Signing integrated Open Secured View Help Guide »
Bullhorn: Find the integration within Bullhorn Step 1: Open Secured Signing in Marketplace in Bullhorn menu Login to Bullhorn with an Admin User Open Secured Signing in Menu/Marketplace Step 2: Find Secured Signing Dashboard View Help Guide »