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Help Topic: How to Connect Secured Signing


How to connect Secured Signing please follow the below instructions or follow along with our video.

 

 

1) Enabling the Secured Signing Plugin

  1. Go to Tools and Settings -> My Settings in the Tracker application.
  2. Scroll down to find the Secured Signing plugin toggle.
  3. Enable the plugin by clicking the toggle and enter your API Account ID.
  4. Locate the API Client ID and Secret in Secured Signing itself by navigating to Settings -> Api Settings -> Developer Settings section.
  5. Ensure OAuth2 and Callback are set to ON
  6. Add the URL https://evous.tracker-rms.com and click “Update Api Settings” (this assumes US)

 

2)  Configuring Secured Signing Integration

  1. Within the subsequent pop up Sign in to your Secured Signing account to enable the plugin in the Tracker application.
  2. Sign in with you Secured Signing Username and Password
  3. Upon successful sign-in, the integration will be activated.

 

3) Using Secured Signing with the Tracker Application

  1. While sending a form, select the "Secured Signing" button to initiate the integration.
  2. Access your Secured Signing templates directly from the linked Secured Signing account.
  3. Choose a template from Secured Signing's "Templates" section and select "Prepare."

4) Managing Editable Fields and Recipients

  1. Review and manage the editable fields, including merge fields from Secured Signing.
  2. Ensure the fields are named consistently between Secured Signing and Tracker for seamless field prefilling.To do so put the merge name matching tracker here under Data Label in your Secured Signing template

5) Sending the Document for Signing

  1. Verify the document details and click "Send" when ready to dispatch the document.
  2. The selected recipients will receive the document for their signatures.

6) Tracking Document Status

  1. Navigate to the candidates'/contacts etc page in Tracker to monitor the document's status.
  2. Under the "Forms" section and the " Secured Signing" tab, observe the form sent and its current status.

3. You will receive alerts upon the completion of the signing process and notice the corresponding status change.