RDB ProNet: Check Document Status, Logs & Verify Signatures

(This guide is also available in video format here)

Step 1: Start RDB ProNet

Login to RDB ProNet

Use your RDB ProNet account to login to the client.


Step 2: Open Secured Signing plugin

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 3: Document list

Secured Signing sent Document list

The list shows basic information of documents sent via Secured Signing, including:

  • Document name
  • Document signing due date
  • Document status
  • Last Signed date of the document


Step 4: Check document status

Select a document, Check Document Status button will become enabled.

Click Check Document Status button to get the latest status of the document.

* Every time you open Secured Signing plugin, it will check the latest status of all documents in progress for you.

e.g. After one of two signatories signed, the status of document will be 1 of 2 Signed.

e.g. After both of two signatories signed, the status of document will be Complete.


Step 5: View document

Select a document, View Document button will become enabled.

Click View Document button to show the content of document as a PDF file.

* the application to open the PDF file depends on your system, e.g. Adobe Acrobat Reader if installed

After a document signed completely, click View Document button to check the signatures.


Step 6: View document log

Document log shows action history of the document.

  1. Select a document, View Document Log button will become enabled.
  2. Click View Document Log button to display a popup showing the action history of the document.

Document Log popup

In Document Log popup, it shows following information about the history of a document:

  • Action Date: the localized time when the action happened;
  • Date GMT: the time zone difference of the action date;
  • User: name of who performed the action;
  • User Role: role of the user, such as Document Owner, Invitee, Witness, etc.;
  • Action: the action what the user did.


Step 7: Verify signatures in document

Select a document, Verify signatures button will become enabled.

Click Verify signatures button to check signatures in the document.

Verify signatures popup

In Verify signatures popup, it shows following information about the signatures in a document:

  • User: name of who sign the document;
  • Signature Time: the UTC time when the user signed the document.
  • Is Valid: to tell if the signature is valid or not.


Step 8: View document in RDB ProNet My Notebook

After sent a document to sign, a notebook item will also be created in My Notebook in RDB ProNet to record this action.

You can trace document status and view document content in Notebook.

  1. Open My Notebook by clicking HOME menu then My Nootbook button.
  2. In Notebook, click Secured Signing notebook type.
  3. Document list will show all document sent for signaure.
  4. Click document to view document content and signatures after signed.

RDB ProNet: Connect to existing Secured Signing account

(This guide is also available in video format here)

Step 1: Start RDB ProNet

Login to RDB ProNet

Use your RDB ProNet account to login to the client.


Step 2: Open Secured Signing Settings

Navigate to Secured Signing Settings

  1. Open PLUGINS menu.
  2. Click Secured Signing Settings button.


Step 3: Connect to an existing Secured Signing account

Here shows all your account details.

Click the Connect to an existing Secured Signing account button to display a popup with login form to Secured Signing.


Step 4: Login into existing Secured Signing account

Use username and password of your existing Secured Signing accout to login.


Step 5: Authorise your account to connect to RDB ProNet

Since you already have a Secured Signing account, we need your authorisation to connect it to RDB ProNet.


Step 6: Connect successfully

Congratulations!

Your Secured Signing account has been connect in RDB ProNet. Start to try Secured Signing features within RDB ProNet:

  • We Sign
  • Form Direct
  • Smart Tag

RDB ProNet: Register Secured Signing account within RDB ProNet

(This guide is also available in video format here)

Step 1: Start RDB ProNet

Login to RDB ProNet

Use your RDB ProNet account to login to the client.


Step 2: Open Secured Signing Settings

Navigate to Secured Signing Settings

  1. Open PLUGINS menu.
  2. Click Secured Signing Settings button.


Step 3: Register a Secured Signing free account

Here shows all your account details.

Click the Open a new personal account in Secured Signing button to display a popup with details needed to register by Secured Signing if you don’t have a account in Secured Signing.


Step 4: Fill in your details

Register a Secured Signing account

  1. Have a look at what you can enjoy to have a Secured Signing free account.
  2. The plugin grabs details from RDB ProNet for you; correct or complete if anything is wrong or missing.
  3. Please agree to Secured Signing Terms of Use to continue.
  4. Click Join Secured Signing to create a free account for you.


Step 5: Register successfully

Congratulations!

Your Secured Signing free account has been created. Start to try Secured Signing features with it:

  • We Sign
  • Form Direct
  • Smart Tag


Step 6: Upgrade free account

You can start with Secured Signing free account to explorer the full-featured digital signature. However, if you used up all your free document credit or the free trial period expired, you can upgrade to Secured Signing Pay As You Go account.

To upgrade, just click the Upgrade Account link to display a popup with plan details of paid account.


Step 7: Pay As You Go

Please read your Secured Signing Pay As You Go plan details carefully.

Please note: Before you can use you Pay As You Go account, Secured Signing requires a Credit Card Authorisation. Click Pay button for authorisation.

RDB ProNet: Find the plugin in RDB ProNet

(This guide is also available in video format here)

Step 1: Start RDB ProNet

Login to RDB ProNet

Use your RDB ProNet account to login to the client.


Step 2: Open Job Editor

Navigate to a job editor for a job

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


Step 3: Find Secured Signing tab

In the right bottom area of a job editor, there’re a series of tabs to edit a job.

Among these tabs, click a tab called Secured Signing.

*If you just installed the plugin, it is usually the last tab.


Step 4: What’s on Secured Signing panel

On Secured Signing panel, you can find:

  1. Document list: Shows documents you have sent to sign.
  2. Feature buttons: Click to start use Secured Signing features.
    • We Sign
    • Form Direct
    • Smart Tag
  3. Document buttons: Click to manage selected document.


Step 5: Secured Signing in other place

You can also find Secured Signing plugin here:

  • Placement Editor
  • Applicant Editor
  • Client Editor
  • Contact Editor

They all have the same layout and functions.

RDB ProNet: Connect users of your company to Secured Signing

(This guide is also available in video format here)

Step 1: Login to RDB with admin user

Login to RDB ProNet

Use your RDB ProNet admin account to login to the client.


Step 2: Open Admin tab in Secured Signing Settings

Navigate to Secured Signing Settings

  1. Open PLUGINS menu.
  2. Click Secured Signing Settings button.

Open Admin tab page

  • Switch to Admin tab;
  • Or click Manage your organisation account button.


Step 3: Manage user connections

Make sure you have already setup Secured Signing account for your company; if not, Here shows how you can do it.

Click the Manage User Connections button to display a popup with users and their connection status.


Step 4: Connect user to Secured Signing

  1. Select user whom you want to connect to Secured Signing.
  2. If the user is not connected yet, there will be a connect button enabled on the right
  3. Click Connect button.
  4. The selected user can use Secured Signing features when they login to RDB ProNet.


Step 5: Disconnect user from Secured Signing

  1. Select user whom you want to disconnect from Secured Signing.
  2. If the user is already connected, there will be a disconnect button enabled on the right
  3. Click Disconnect button.
  4. The selected user can’t use Secured Signing features right then.

RDB ProNet: Get plugin from RDB ProNet Plugin Store

(This guide is also available in video format here)

Step 1: Start RDB ProNet

Login to RDB ProNet

Use your RDB ProNet account to login to the client.


Step 2: Open Plugin Store

Navigate to Plugin Store

  1. Open PLUGINS menu.
  2. Click RDB Store button.


Step 3: Search Secured Signing plugin

Here shows all plugins you can install.

In the left top text box, type “Secured Signing” to search. Secured Signing plugin will be in results.

Click Secured Signing result to view the introduction of Secured Signing plugin.


Step 4: Install Secured Signing plugin

Click Install button on the right.


Step 5: Download plugin

RDB ProNet will download the plugin.


Step 6: Assign plugin

Select assignment of Secured Signing plugin.


Step 7: Start to use Secured Signing plugin

Secured Signing plugin will be in your plugin list.

RDB ProNet: Manage document progress in RDB

(This guide is also available in video format here)

Step 1: Start RDB ProNet

Login to RDB ProNet

Use your RDB ProNet account to login.


Step 2: Open Secured Signing plugin

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 3: Document list

Secured Signing sent Document list

The list shows basic information of documents sent via Secured Signing, including:

  • Document name
  • Document signing due date
  • Document status
  • Last Signed date of the document


Step 4: View document progress

Select a document, View Document Progress button will become enabled.

Click View Document Progress button to get the latest progress of the document.

Document Progress popup

A document progress popup will show up to display the progress of the document:

  1. Document Status;
  2. Document title;
  3. Document due date;
  4. Invitees in document.


Step 5: Extend document due date

In document progress popup, you can change the due date of the document.

Click the date-time control to show a date picker, which will display the available date you can choose.

Click Extend button to change the due date.

* If the document status is completed, you can review the due date but can’t change it any more.


Step 6: Update document signatories

In document progress popup, you can change the signatories of the document.

  1. Select an invitee.
  2. Click Edit button.
  3. An Edit popup will show up to edit the invitee name and email.
  4. Click OK to Continue.

You can also remove an invitee from progress if there’re 2 invitees or more.

  1. Select an invitee.
  2. Click Remove button to remove.

You can also send a reminder to selected invitee if he hasn’t signed.

  1. Select an invitee.
  2. Click Send Reminder button to tell Secured Signing to send a reminder to selected invitee.
  3. After the reminder sent, a popup will show up to let you know.

After all changes to invitees, Click Update button to take effect.

* If the invitee already signed, you can’t edit or remove it.