What you get and what makes us different to our competitors
Core & advanced features which ensure you get the most out of our signing software.
Our platform seamlessly integrates with most industry specific providers.
We have a flexible pricing model to suit anyone’s specific needs.
What you get and what makes us different to our competitors.
Frequently asked questions and solutions that might be relevant to you.
Plans for Small, Medium & Enterprise level businesses.
No setup fees & pay as you need notary features & add-ons.
Digital signing which integrates with most Recruitment ATS & CRM’s
Improve staff & client experience with digital signatures & notary.
Increasing compliance across life science & device businesses.
Solutions for state, federal, local, county & regional government.
Founded in 2010 to be a simple, smart, and secure signing platform.
ISO 27001 certified software which is backed by PKI Technology.
Technology which ensures non-forgeability & non-repudiation.
The latest Secured Signing company news and awards.
New & updated features and how to use them.
Updates about software we integrate with.
Blog articles, helpful tips and guides on digital signing & notary.
We have a flexible pricing model to suit anyone's specific needs.
Secured Signing continues partnership to integrate digital signatures within Bullhorn.
5 reasons government agencies and councils are adopting digital signatures.
New feature: Signing completion certificate.
Home // Support // Salesforce: How to Build a Document Template with Salesforce Fields & FormFiller
In this article we will show you how to take existing forms or documents that you use over & over again and convert them into digital templates.
These templates can include Salesforce fields! With two way data flow, you can push Salesforce information into your documents. Also collect new information from your customers and automatically update their Salesforce record effortlessly.
Click ‘Upload File’ in the Salesforce record where the templates relates to.
Click ‘Start Secured Signing’ button in Salesforce object
Choose ‘Create New Template’
In the document list, choose the template file you have uploaded in step 1. Click start.
Start Designing your template:
By default, the integration grabs fields related to current Salesforce record.
Or you can insert Secured Signing fields:
If you are using Salesforce fields, for each one you can choose if you want to allow:
Note: There is no limit to the number of fields you can use in a document template. You can also combine Salesforce fields with Secured Signing fields.
If a signature or field has been placed by mistake, you can click it to select and click the red Remove button to delete it.
Before saving the final version of your template, click the blue Preview button to see your template design.
Click ‘View PDF Version’ to see how the data converts to pdf. You need to put data in the fields to be able to test this.
Once you have completed designing your template, Click ‘Save as Template’ in the top toll bar.
Here, you can:
Go back to the template grid to send the template to sign
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