Once you've set up the Secure Sign integration, you can upload, create, generate, and start signing a form using a Secure Sign form or a Vault cloud letter template.

This article covers:

• Use a Secure Sign template
• Use a Vault cloud letter template
• Manage signed and pending agreements
• Set up and apply an overlay (predefined templates)
• Secure Sign trust reconciliation statement integration

Use a Secure Sign template

1. Go to: A property card
2. Click the Other tab > Secure Sign
3. Click Create New Form
   
4. Send On Behalf Of - You can choose who you are sending the document for on behalf of

5. Template - Select a template
6. Signers - Assign the necessary signers, including owners, purchasers, staff members, or any existing Vault contacts. If multiple signers are involved, you can also set up signing groups to manage the signing sequence
7. Choose whether to include any additional files or documents in the Secure Sign Packet. These can be obtained from the Filing Cabinet or eMarketing Storage
8. You can then preview the complete document before you send it. Otherwise, click Send to Secure Sign to proceed
   
9. Once sent, click View Secure Sign Forms

This will navigate you back to the Secure Sign page.

10. Click Initiate Signing to start the signing process
    

Use a Vault cloud letter template

1. Go to: A property card
2. Click the Letters tab
3. Find your desired document to generate
   
4. Once generated, save the document to the Filing Cabinet
   

You can send the document to Secure Sign through the property's filing cabinet.

5. Click the Filing Cabinet tab
6. Locate and click the generated document
7. Click Send to Secure Sign
   
8. Send On Behalf Of - You can choose who you are sending the document for on behalf of

9. Overlay Template - Select an overlay if required
10. Signers - Assign the necessary signers, including owners, purchasers, staff members, or any existing Vault contacts. If multiple signers are involved, you can also set up signing groups to manage the signing sequence
11. Include additional files/documents - Decide whether to include any additional files or documents in the Secure Sign Packet. These can be retrieved from the Filing Cabinet or eMarketing Storage
12. You can then preview the complete document before you send it. Otherwise, click Send to Secure Sign to proceed
    
13. Once sent, click View Secure Sign Forms

This will navigate you back to the Secure Sign page.

14. Click Initiate Signing to start the signing process
    

Manage signed and pending agreements

The following options are available for an agreement that has been initiated:

• Archive/Delete - This can be used to delete an initiated agreement if no longer needed
• Reverse Back to "Pending" - This will reverse an in-progress form back to pending to allow you to re-initiate the signing
• Signing Link - This will open the document directly in Secure Sign to review progress
• View Form - This will open up the preview of the document
  

If Agora Gateway is activated and fully executed (Signed) documents are present, they will also trigger a notification in the Agora Gateway Widget within Vault.

A copy of the fully executed document, along with the certificate of completion, will automatically be saved in the property's filing cabinet.

Set up and apply an overlay (predefined templates)

Overlays allow you to apply a predefined template on documents in your Filing Cabinet. This is especially handy for documents that have been uploaded or retrieved into the Filing Cabinet but still need signatures.

In Secure Sign:

1. Go to: Document templates
2. Click Upload Document Template
   
3. Create a new folder named Overlay or Overlays
4. Upload your overlay template document into this folder. (This is required for it to populate in Vault)
   
5. You can modify the overlay template by adding fields such as signatures, initials, and other required input fields. These fields will overlay the document when generated in Vault
6. Once your overlay template is created, you can select it when sending a Filing Cabinet document to Secure Sign. This step is part of the process of using a Vault cloud letter template process

Secure Sign trust reconciliation statement integration

As part of the Secure Sign integration, users can send their trust reconciliation statement for digital signing. This feature is available to those utilising the sales trust within their Vault account.

1. Go to: Financials > Trust Reconciliation
2. Once you have reconciled, you will have the following additional option to send the trust reconciliation statement for signing
3. Click Send for Signing
   
4. Select the signer
5. Click Send to Secure Sign
   

The selected user will then receive the document by email to digitally sign

Once executed, the signed trust reconciliation and certificate of completion will be stored within Past Reconciliations (Month End)