How to add predefined signatories during workflow configuration?

Step 1: Login to using Admin user name and Password

Step 2: On the top right corner, click on your profile image and then click on “Settings”

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

Step 4: On Manage workflow page click on ‘Create New workflow’ or select a workflow and click on ‘Setup Template/Flexiform’.

Step 5: Click ‘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 right hand side, you will see Add Signatories accordion:

            Click on ‘Add Signatory’ to add new signatories.

Step 7: Click on Signatory 1 and select signatory from the available list of signatories

Step 8: Click on Apply button post signatory selection

Added signatory name and Email ID will be reflected under particular signatory position

Step 9: Signatory selection can be removed by clicking on rounded arrow

Step 10: Repeat steps 7 and 8 for signatory 2 selections

     Note: Predefined signatory selection is a onetime activity performed during workflow configuration. Once workflow is activated, signatories will be mapped to workflow. Whenever this workflow is initiated by any user, system will populate the predefined signatories by default with an option to replace with other signatories (If required).

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