How to add predefined signatories during workflow configuration?

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

Step 2: Click on your profile image form the top right corner, and go to “Settings

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

Step 4: On the 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 and click on “Apply

Step 8: Added signatory name and Email ID will be reflected under particular signatory position

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

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

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

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