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Advanced User Training

This section goes into detail around SigniFlow’s more advanced features, which primarily apply to the designated administrators in companies.

Modules cover SigniFlow Portfolios, profile settings (certificate, company stamp, appearance, software, etc), forms (builder and management), creating and using templates, SigniFlow’s search function, and reporting.

Advanced User Training assumes users are familiar with both SigniFlow basics and admin user features.


Course Modules


Advanced User Training - Portfolios

Portfolios

A SigniFlow Portfolio is a named, single file or envelope that can accumulate multiple documents that have been workflowed and signed, in combination with other documents you (or anyone you have shared the portfolio with) have uploaded into the portfolio.

Lessons: 2
There are 2 individual lessons in this module

Length: 7:26 min

The full duration of all lessons within this module
Advanced User Training - Profile

Your Profile

The Profile section of your SigniFlow account is accessed from the left-hand side menu bar and is essentially an overview of your account.

Lessons: 1

There are 1 individual lessons in this module

Length: 1:05 min

The full duration of all lessons within this module
Advanced User Training - Dashboard

Dashboard

Bulk Workflow Creator is an app designed to lighten your load. It's for people who have large amounts of workflows to send out, and no time to waste on individual set up.

Lessons: 1
There are 1 individual lessons in this module
Length: 2 min
The full duration of all lessons within this module
Advanced User Training - Reporting

Reporting

This video takes you through our quick & user-friendly feature that allows you to draw reports on the documents in your SigniFlow system.

Lessons: 1
There are 1 individual lessons in this module

Length: 1:09 min

The full duration of all lessons within this module
Advanced User Training - Forms

Forms

Forms is where you view, fill in and submit (for signing or approval, depending on your specific document goal) forms that have been set up by the designated Admin in Form Builder.

Lessons: 1

There are 1 individual lessons in this module

Length: 01:35 min

The full duration of all lessons within this module
Advanced User Training - Applications and Plugins

Apps

Our current apps allow you to automate batch workflows and give your users the ability to quickly send documents for signing through applications you are already using among other processes.

Lessons: 1

There are 1 individual lessons in this module

Length: 14:35 min

The full duration of all lessons within this module
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