RDB ProNet: Invite People To Sign With We Sign

Navigate to a job editor for a job. (Take job editor for example)

1. Open HOME menu.
2. Click Job Index button.
3. Double click a job in the list, a job editor for the job will show up.

Navigate to Secured Signing Plugin

1. In the right bottom area of the job editor, click Secured Signing tab.

Follow these setups to start We Sign:

• Select documents which need to sign
• Select invitees whom need to sign
• Click Start button to start

Select documents from computer

Click From Computer button to select files in your computer.

You can select multiple documents and invitees can sign them at one time.

We support following document types:

• PDF Documents (.pdf)
• Rich Text Documents (.rtf)
• Microsoft Word Documents (.docx, .doc)
• Microsoft Excel Documents (.xlsx, .xls)
• OpenDocument Files (.odt, .ods)

Select a document from RDB ProNet

Click From RDB ProNet button to open a popup.

The popup will grab all documents from current RDB object:

• Job: Job Documentation
• Placement: Placement Documentation
• Applicant: Stored Document and CV
• Client: Stored Document
• Client Contact: Stored Document

You can select multiple documents and the popup also show the role, to which the document should be sent.

View the document

After select, You can click the document link to view it, or remove it if selected the wrong one.

Signature properties

After add the signature, the properties will be shown in middle part of the popup. You can change signature settings in it.

• Invitee details: The name of the invitee.
• Signature Type: Select between a full-signature or initials. Selecting Initials is much like initialling a paper document.
• Signature capture format: Specify whether the Invitee can use an E Signature or a scanned signature. An E Signature, whilst still legally binding, can be captured using any of Secured Signings signature capture processes. A scanned signature, however, must be a digital copy of your real signature. Some organisations require signatures to be visibly consistent with a traditional hand-written signature so they can compare how it looks to their copy on file.
• Default features: Visible text that will be added to signature field. Date and name of the signature are the defaut.
• Job Title: Include the Invitee’s Job Title with the signature.
• Reason: Prompt the Invitee to provide a reason for signing to embed in to the signature.
• Witness: Click “Add Witness” to add a witness signature onto the document. The Invitee will be prompted to invite their Witness to sign the document.
• Multipage Signing: Allow the Invitee to sign multiple pages once. You specify which pages the Invitee can sign: all pages, odd pages, even pages or specific pages.

Remove selected signature

If a signature has been placed by mistake, you can click it to select and click the red Remove button to delete it.