Note: Only Admin users will have the privilege to setup workflow template
Step 1: Login to www.emsigner.com using your Admin User Name and Password
Step 2: On the top right corner click on your profile image and then click on ‘Settings‘ menu
Step 3: Under Admin Settings click the “Manage Workflow” option.
Step 4: Now click on “Create New Workflow” button on the top right of your workflow space, enter a workflow name and click “Save” to create a new workflow.
Once created, click on “Setup Template/flexiform” to upload the document template.
Step 5: Click on “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
Step 8: In this step, you will be able to view the uploaded document template and you will see options on the right hand side panel to
- Select signing Type (Serial/ Parallel)
- Specify no. of. Signatories and their positions
Step 9: In “Select Signing Type” accordion, you will see two radio buttons
Step 10: Select “Parallel” option (Upon this selection, the document will be sent to all signatories at one go for signatures)
Step 11: Once the above steps are completed, click “Activate Workflow” button. You will find a popup with available departments.
Step 12: 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.#User basics #Initiator #workflow