Manage Templates


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

Step 1: Log in to using Admin user name and Password

Step 2: Click on your profile image and go to “Settings

Step 3: You will be navigated to the ‘Settings’ page. Click on ‘Manage workflows’ below Admin Settings

Create a new workflow:

Step 4: On Manage workflows page, click on the ‘Create New Template’ button.

Step 5: You will have an option to create template name. Create and click on "Save".

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

Step6: Click on ‘Setup Template/Flexiform’ to create a template based on your requirement.

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

Upload Document Templates:

Step 7: On Create Template screen, click on the ‘Upload Documents’ button which will allow you to upload pdf document(s).

Step 8: 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.

Your template is now successfully created and activated!

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