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Manage Templates
HOW DO I SETUP FORM TEMPLATE USING WORKFLOW?
Note: Only Admin users will have the privilege to set up workflow template
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!
Last modified 2mo ago