Setting Up and Using Secured Signing for Tracker

This guide walks you through setting up, enabling, and using Secured Signing within Tracker.

For an easier learning experience, consider splitting this into two parts:

  1. Setting Up and Enabling Secured Signing in Tracker – Step-by-step instructions on connecting Secured Signing to your Tracker account.

  2. Sending Documents for Signing from Tracker – Learn how to seamlessly send documents for digital signing directly from within Tracker.

This approach ensures a smooth integration and efficient document management process.

How to Link Your Secured Signing Account with Your Tracker System

Step 1:
Click on your name in the top-right corner of your Tracker system and select “My Settings.”

Step 2:
Scroll down to the Secured Signing Plugin section and toggle it on.

Step 3:
Next, you’ll need to enter your API Account ID and API Account Secret.
To find these, log into your Secured Signing account:

  • Click on “My Account” on the left-hand menu.
  • Select “My Settings” and scroll down to locate your API Key and Secret.
  • Ensure the OAuth2 and Callback toggles are switched on before proceeding.

    Add this URL to the Access URLs in the API settings in your Secured Signing account 
    https://*.tracker-rms.com/SecuredSigning/CallBack 

    Then, click the + sign button and make sure click “Update API Settings” button to Save 

Step 4:
After entering your API Account ID and Secret, log in using your Secured Signing credentials.

Once logged in, you’ll be able to send forms directly from your Tracker system.

For more videos on creating or editing forms, click here to view our full library of tutorials.

For more details on Tracker and how it integrates with Secured Signing

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