How do I Setup Form Template using Workflow?

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

Create a new workflow:

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

Upload Document Templates:

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

Activate Workflow:

        Step 8:In this step, you will be able to view the uploaded document template. You will see two accordions on right side of your panel

  • Select Signing Type (Serial/ Parallel)
  • Specify no. of. Signatories and their positions
    • In this accordion, you can add signatories by clicking “+ Add Signatories” button. E.g Signatory 1, Signatory 2 etc.,
    • Upon clicking Signatory 1 option,
      • You can see two radio button (Signer/ Reviewer). With this, the user can decide whether the signing parties are reviewer or signer.
        • Signer – will be the actual signer of the document
        • Reviewer – will be the user who would just review the document and provide reviewer comments
      • You will also see option to choose the page and position in which the signatures need to be place

Step 9: Once the above steps are completed, click “Activate Workflow” button. You will find a popup with available departments.

Step 10: 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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