RDB ProNet: How To Send A Document With Smart Tags

(This guide is also available in video format here)

Make RDB Document’s template ready for Secured Signing by adding Smart Tags to templates.

Step 1: Start RDB ProNet and navigate to Secured Signing plugin

Login to RDB ProNet

Use your RDB ProNet account to login.

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.

Step 2: Start Smart Tag

Open Smart Tag Setup

Click Smart Tag button to open Smart Tag Setup dialog.

Follow these setups to start Smart Tag:

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

Step 3: Select documents including Smart Tags

you can select a document including smart tags either from local files in computer or from RDB ProNet.

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.

Step 4: Send out invitation to sign

Set a signing due date / time;

Click Send button to send out the invitation.

Step 5: Check status of sent invitation

Invitation process is complete!

The invitee will get the email and document records will be added into your document list in Secured Signing plug to follow up the process.

Do you need anything else?