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 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
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.