Step 1: Login to www.emsigner.com using your Admin User Name and Password
Step 2: Click on your profile image on the top right corner and then click on “Settings” menu
Step 3: upon clicking the “Settings” menu. click on ‘Manage Workflow‘ option
Create a new workflow:
Step 4: Click on ‘Create New Workflow‘ and enter a name for your workflow and click “Save” to create a new workflow
Step 5: Once the workflow is created, click on ‘Setup FlexiForm‘
Upload Document Templates:
Step 6: Click “Upload Documents” to upload the document template
Step 7: You can view the uploaded document on the screen.
Step 8: On the left hand side, you will see some pre-defined list of form fields (E.g Name, Department, Mobile number, QR Code etc.,). You can drag and drop QR Code form fields into the document template
- On hover-over of dragged field, click on the configure icon. A “Form Field” popup window will open up. Here, select the page where this QR code needs to be embedded
- You would have also dragged other fields onto the document. For these fields you need to configure additional settings.
- You will find a “QR code” checkbox. You need to select the checkbox if you want this information to be part of QR and click Apply (Eg., If Name is required to be part of QR, you need to select “QR code” check box in the form field popup and the end user scans the QR.
Step 9: Click “Add Signatory” button to add signatories
Step 10: Once the all the steps are completed, click “Activate ” button. You will see a message popup on successful completion.