Flexiform Template

A Flexiform is a reusable template with dynamic, fillable fields. The document and workflow are finalized during template setup, while field values are provided at the time of use.

Setup

• Go to Admin Settings → Manage Templates.

• Click Create New Template or select an existing template.

• Assign the template to specific departments or users if needed.

• Click Setup Template / Flexiform.

• Upload one or more documents to serve as the base template.

• Add fields such as Name, Email, Date, Textbox, Checkbox, or Signature blocks.

• Define signatories and configure their roles and sequence.

• Optionally hide certain eSignature appearance options to control what signers see.

• Click Apply and Activate to make the Flexiform available from the dashboard.

Usage

When initiating a signing with a Flexiform:

• Select the template from the dashboard.

• Review or update signatory details (IDs, roles, sequence).

• Attach supporting files if required.

• Upload signer details or field values in bulk via Excel if needed.

• Assign/modify email id for each participant.

• Configure optional settings such as reminders, watermarks, reference number, envelope name, or workflow language.

• Initiate the signing process.