Signing & Workflows

How to create a workflow?

Note: Only Admin users will have the privilege to setup workflow template Step 1: Login to www.emsigner.com 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: Under Admin Settings … Read More

Collaborative editing

Step 1: Login to www.emsigner.com using Admin user name and Password Step 2: You can initiate collaborative editing and signing process in 4 simple steps as mentioned below, Create Document and Specify Reviewers Publish Document Specify Participants Sign & Send Create Document and Specify Reviewers: … Read More

Viewing document audit logs

Step 1:  Login to www.emsigner.com  using your Admin User Name and Password Step 2: On the top right corner, click on your profile image and then click on the ‘Settings‘ menu Step 3: Upon clicking on the ‘Settings‘ menu, go to Admin Settings and click … Read More

How do I download Consent documents and certificates for signed documents?

Step 1: Login to www.emsigner.com using your User Name and Password Step 2: You will see the dashboard once you login. Select the tab (Pending, Completed etc.,) where you need to download the consent document and certificates Step 3: If you select “Completed” tab, you will see … Read More

How do I Setup Form Template using Workflow?

Note: Only Admin users will have the privilege to setup workflow template Step 1: Login to www.emsigner.com using Admin user name and Password Step 2: Click on Settings menu below your name icon. Step 3: You will be navigated to the ‘Settings’ page. Click on … Read More

What file format is accepted while uploading a form template?

Following file formats are accepted, PDF MS Word MS Excel Once the documents are uploaded by the initiator, the same will be sent for signatories. Note: The signatories can view the MS word/ MS excel document in pdf format only. … Read More

Do I have option to override the existing Flexi form?

Step 1: Login to www.emsigner.com  using your Admin User Name and Password Step 2: On top right corner, your profile image will be present.  On clicking the same, “Settings” menu will be displayed Step 3: Click “Settings” menu. You will find “Manage Workflow” option. Click the same Step … Read More

Do I have option to modify the existing Flexi form?

Step 1: Login to www.emsigner.com  using your Admin User Name and Password Step 2: On top right corner, your profile image will be present.  On clicking the same, “Settings” menu will be displayed Step 3: Click “Settings” menu. You will find “Manage Workflow” option. Click the same Step … Read More

How do I Create an Activity or Sub-Activity to the Parent Workflow?

Note: Only Admin users have the privilege to create activity or sub-activity to the workflow Step 1: Login to www.emsigner.com using your Admin User Name and Password Step 2: On top right corner, your profile image will be present.  On clicking the same, “Settings” menu will be … Read More

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

Step 1: Login to www.emsigner.com using your Admin User Name and Password Step 2: Click on Settings menu below your name icon. Step 3: You will be navigated to the ‘Settings’ page. Click on ‘Manage workflows’ below Admin Settings. Step 4: On Manage workflow page click … Read More

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