Flexi Form Template

Flexi Form Templates allow users to initiate documents using pre-configured, dynamic templates created and managed by administrators. These templates provide flexibility in defining participants, form fields, and workflow behavior at the time of initiation.

Note: Visibility of Flexi Form Templates depends on access granted by the administrator. If a required template is not visible, contact your administrator to request access.

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Accessing a Flexi Form Template

1. From the Dashboard, navigate to the Templates panel on the left.

2. Select the required Flexi Form Template from the available categories.

3. Clicking the template opens the template initiation screen, where document configuration and participant setup can be completed.

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Adding Participants

Participants define who will receive, review, and sign the document.

Add Participants from Existing Contacts

• Select participants from the existing contact list by seraching with first four letter of their name.

Add New Participants

• Enter participant details manually (Name, Email, Mobile, etc.).

• Newly added participants become available for future initiations.

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Email Delivery Options

For each participant, you can choose how notifications are sent:

• Primary Email

• Secondary Email

• Both Primary and Secondary Emails

This allows flexibility in aligning with organizational communication preferences.

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Optional Configuration Settings

Before sending the document, additional configuration options are available:

Document & Workflow Settings

• Envelope Name – Assign a custom name to identify the document.

• Reference Number – Add a business or system reference (optional).

• Workflow Settings – Configure workflow-related options as permitted by the template.

• Language Selection – Choose the language for participant notifications and UI during signing.

Visual & Compliance Enhancements

• Watermark – Apply a watermark to the document if enabled.

• Stamp Configuration – Configure eStamp or physical stamp options where applicable.

• Merge Additional Documents – Attach supporting documents to be sent along with the main document.

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Bulk Initiation (Optional)

If the template supports bulk initiation:

• Upload participant details using an Excel file.

• Each row in the file represents a separate document instance.

• This is useful for initiating the same Flexi Form Template for multiple recipients in one action.

Sending the Document

Once all participants and optional settings are configured:

1. Review the document and participant details.

2. Click Send to initiate the signing workflow.

3. The document is sent to participants based on the defined signing order and notification preferences.

After initiation, the document will appear in the appropriate Dashboard sections and docstore depending on workflow progress.