Manage Templates

How do I setup form template using workflow?

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

Step 1: Login to emSigner Super Admin account. Click on ‘Settings’ tab to open the Admin Settings. Click on ‘Manage workflows’ below Admin Settings

Manage Templates under Admin Settings

Create a new workflow:

Step 2: On Manage workflows page, click on the “Create New Template” button on the top right of your Template space.

List of Templates Page

Step 3: Enter a Template name and click “Save” to create a new Template.

Creating New Template

Template will be saved and the same will appear in the "Manage Template" list.

Template Creation Success Popup

Step 4: Once created, click on “Setup Template/flexiform” icon to open the teamplate and make necessary changes.

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

Upload Document Templates:

Step 5: On Create Template screen, click on the ‘Upload Documents’ button which will allow you to upload pdf document(s).

Upload a document in template creation

Step 6: You can view the uploaded document template on the screen. On the right-side panel, click on “Add Signatory” to add the signer. Uncheck the box on your left-side panel under flexiform settings. Now click on the “Activate” button.

Workflow activate using Activate

Your template is now successfully created and activated!