How do I Setup Flexi form Template using workflow?

Step 1: Login to using Admin user name and Password

Step 2: Go to your profile image and click on ‘Settings

Step 3: Click on ‘Manage workflows’ under Admin Settings.

Step 4: Click on ‘Create New workflow’ or select a workflow and click on ‘Setup

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

Step 6: You can view the uploaded document template on the screen.

  • On the left hand side, you will see some pre-defined list of form fields
  • On the right hand side, you will see the following:
  • Add Signatories section – Click on ‘Add Signatory’ to add new signatories.
  • Pull Document Template – Click here to select an FTP source to upload a document/template.

Call External API’s – Click here to configure API to fill data from external sources.

  • Protect Document – You can disable printing and content copying as configured by your administrator.
  • Set Digital Signature Template – You can select a certificate profile so that the certificate that is hosted in the external server can be fetched and used to counter sign the document.
  • Use as Flexiform section – Click on this section if you would like to use the template as a ‘Form Template’. Refer to ‘How do I setup Form Template using workflow?’ tutorial in the knowledge base.
  • Once the above steps are completed, click “Activate’ button. You will see a message popup on successful completion. Upon completing all steps, your workflow will be created and activated successfully.
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