Flexi Form Template
What is a flexiform and how to initiate the Flexiform?
Last updated
What is a flexiform and how to initiate the Flexiform?
Last updated
A flexi form template, short for "flexible form template," is a document or form design that offers a high degree of customization and adaptability to users. Flexi form templates provide more flexibility, allowing users to add, remove and customize form fields and content elements as needed using available "Flexi Fields".
Creating a flexi form typically involves designing a form that can provide a seamless user experience. Here are the steps to create a flexi form:
Initiating the document for signing through Flexi Form has 2 steps. 1. Design a Flexi Form 2. Initiate a Flexi Form
Note: Only Admin users will have the privilege to the setup Flexi Form Template.
Step 1: Navigate to “Manage Templates” under 'Admin Settings'.
Step 2: Now click on the “Create New Template” button on the top right of your Template space, enter a Template name and click “Save” to create a new Template.
On successful creation, you will get the pop-up stating "Template Successfully Created"
Once created, click on “Setup Template/flexiform” icon to open the teamplate and make necessary changes.
Step 3: Click on the “Upload” button to upload the document template (Note: You can upload one or more document templates)
Step 4: In this step, you will be able to view the uploaded document template and you will see options on your right-hand side panel to specify no. of. Signatories and their positions on the document.
Go to "Fields and Components" and set it up according to your requirements.
Once this step is completed click on “Activate“.
Step 5: Upon completing all the above steps, your template will be created and activated successfully.
The activated templates will be available in the dashboard left side panel.
Step 1: Click on the Flexiform template that has been created.
Step 2: Created template will be available to initiate for signing. You will also have an option to modify the signatory based on your requirement.
Attach File: you can use this option to add the supporting document or the reference document for signing.
Bulk Upload (Optional): Using this option, you can bulk populate the data from the excel to the document.
Step 3: You can use the default template available in the below option for bulk population.
Step 4: On Successful upload, you can initiate the bulk document for signing.
