Creating Workflows

Creating a Basic Workflow

This video gives you a broad overview of how to create a basic workflow, from setting up a document with signature fields, to sending for signing - and all the variables in between. A workflow, in this context, is simply a sequence of processes through which a document passes, from initiation to completion.

Length: 3:11 min

Total length of lesson

Ad-hoc face to face signing

Learn how to add face-to-face signing fields to your workflows, on an ad hoc basis. This video takes you through the process of setting up the face-to-face workflow, including adding a physically present signer, and a witness.

Length: 1:30 min

Total length of lesson

Setup Approver

Learn how to set up and send a workflow in SigniFlow requiring the approval of an individual or individuals. This video takes you through the main steps for creating a basic workflow with an approver, from uploading the relevant document, optimising it for your specific needs, adding an approver, and releasing the document for approval.

Length: 1:41 min

Total length of lesson

Nominate proxy

Learn how to set up and send a workflow in SigniFlow, where a designated signer chooses/nominates a proxy signer to sign on their behalf. Using the narrator as the signer, this video takes you through the process of adding a signer, who then nominates another to sign on their behalf.

Length: 1:44 min

Total length of lesson

Reject a Workflow

Learn how to reject a document sent to you for signing. This video takes you through the process of receiving a document, rejecting it and giving a reason, and notifying the sender of this.

Length: 1:59 min

Total length of lesson

Workflow Viewer

Learn how to set up and send a workflow in SigniFlow requiring only a viewer, as opposed to a signer. This video takes you through the main steps for creating a basic workflow with a viewer, no signature required, from uploading the relevant document, optimising it for your specific needs, adding a viewer and releasing the document for viewing.

Length: 1:46 min
Total length of lesson

Electronic vs Digital Signatures

SigniFlow offers two types of signatures to all users - Electronic Signatures and Digital Signatures. This video will give you an overview of how the two work, and how they're applied to a document. When setting up a workflow, the user (document originator) can set the signature type per recipient. Request the faster, more convenient Electronic Signature for more basic contracts or internal approvals; Or ensure maximum security and compliance with regulations by using SigniFlow's trusted free Digital Signature.

Length: 3:38 min

Total length of lesson

Two-signer document

This video takes you through the process of signing, in the case of a two-signer workflow. In this example, two signers will fill (where mandatory fields are present) and sign the document.

Length: 4:17 min

Total length of lesson

Three-signer document

This video takes you through the process of signing, in the case of a three-signer workflow. In this example, three signers will fill (where mandatory fields are present) and sign the document.

Length: 4:41 min

Total length of lesson

Group signing

Group Signing is a parallel workflow feature that allows you to set up a group of users - for instance a list of mandated directors or a sales department - where any number of specified users from the group can sign the document. This video takes you through the process, from setting up the group workflow to the required number of users signing and completing the workflow.

Length: 4:21 min

Total length of lesson
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