RDB ProNet: How To Send A Document With Smart Tags

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 Smart Tag:

• Select documents including smart tags.
• Set signing due date.
• Click Send button to send.

Select a document including smart tags from computer

Click From Computer button to select a file in computer.

We support following document types:

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

Select a document including smart tags 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.