Bullhorn: Setup Status Trigger Rules

Step 1: Open Secured Signing in the Bullhorn Menu 

Login to Bullhorn as an Admin User, then navigate to the menu and open Secured Signing in the Marketplace folder. 

Step 2: Navigate to the Settings Tab and Find ‘Status Triggers’ 

Go to the ‘Settings’ tab in the Secured Signing Dashboard, then scroll down until you see the ‘Status Triggers’ section. 

Step 3: Create a New Status Trigger Rule 

1. Click ‘Add a Rule’ to create a new trigger rule 
2. Set the ‘From Status’ and ‘To Status’ fields to the change in record status that should start a signing process 
3. Select the form or template that should be sent upon the previously specified status change 

Step 4: Save the Rule 

Click the ‘Save Settings’ button at the bottom of the page. Now, when the specified status change occurs for a record, the chosen document will be sent for that record.