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.
Last updated