How do I Create a Workflow Template using Parallel Signing Type?

Note: Only Admin users will have the privilege to setup workflow template

Step 1: Login to using your Admin User Name and Password

Step 2: On the top right corner, click on your profile image and then click on ‘Settings‘ menu

Step 3: Go to ‘Admin Settings‘ and click on ‘Manage Workflow‘ option.

Step 4: You will find “Create New Workflow” button on top right of your workflow space and click on ‘Create New Workflow‘ create a new workflow. once the workflow is created scroll down and click on ‘Setup Template

Step 5: Click ‘Upload Documents‘ button to upload the document template (Note: You can upload one or more document templates)

Step 6: You will now be able to view the uploaded document on the screen

Step 7: To use as Flexiform template, enable the box and open a flexiform

Step 8: To use as a form template uncheck the box and click Yes on the dialogue box.

Step 9: You can click on ‘Add Signatories’ to add the respective signers here

  • Select signing Type (Serial/ Parallel)
  • Specify no. of. Signatories and their positions

        Step 9: In “Select Signing Type” accordion, you will see two radio buttons

  • Serial
  • Parallel

       Step 10: Select “Parallel” option (Upon this selection, the document will be sent to all signatories at one go for signatures) 

       Step 11: Once the above steps are completed, click “Activate Workflow” button. You will find a popup with available departments.

       Step 12: You can select department(s) to which the workflow should be accessible and click “Save”. Upon completing all steps, your workflow will be created and activated successfully.

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