How do I Create a Workflow Template using Serial 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 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 4: You will find “Create New Workflow” button on top right of your workflow space. Click the same and enter workflow name and click “Save” to create a new workflow

Step 5: Once the workflow is created, you will see “Setup Form Template” button on the bottom right to upload the document template. Click the same

Step 6: Click “Upload Documents” button to upload the document template (Note: You can upload one or more document templates)

Step 7: Click “Continue” button to upload successfully and proceed further

Step 8: In this step, you will be able to view the uploaded document template and you will see options on the right hand side panel to

  • 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 “Serial” option (Upon this selection, the document will be sent to one signatory at a time for signatures. Signatory hierarchy is defined while adding the signatories)

        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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