How do I Setup Form Template using Workflow?

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 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

Create a new workflow:

Step 4: Upon clicking on Manage workflow, you will find “Create New Workflow” button on top right of your workflow space. Click on ‘Create New Workflow’ and enter a workflow name. Now click on ‘Setup Template/Flexiform’ to create a new workflow

Upload Document Templates:

Step 5: Upon clicking, Setup Template/Flexiform you will be able to see the below screen with an option to Upload Documents. Click on ‘Upload Documents’ button to upload the document template

(Note: Flexiform allows you to bring dynamic form fields into the form for signers to fill before they sign)

Step 6: Once the document is uploaded you can view the uploaded document template on the screen.

Step 7: Uncheck the Flexiform checkbox in order to open a ‘form template’ which allows you to define signature positions and the number of signers

Step 8: Once you uncheck the box you will see this message, click Yes to start creating your form template.

Step 9: Click on ‘Add Signatories’ in order to add the number of signers required for your template and click Activate

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