JobAdder: Send Reusable Form Templates With Form Filler

Step 1: Open Secured Signing

Open a record that can access the Secured Signing integration. 

Click Secured Signing in Actions drop down menu, and select ‘Send for Signature’.

Step 2: Start Form Filler

In the Secured Signing start page, Select Form Filler.

Step 3: Select documents

Step 4: Press Send

Invitee’s details will automatically populate from JobAdder, confirm your settings and invitee details and press ‘Send’.

Do you need anything else?