Creating Workflows
A workflow, in this context, is simply a sequence of processes through which a document passes, from initiation to completion.Create a basic workflow: An Overview
This video gives you a broad overview of how to create a basic workflow, from setting up a document with signature fields, to sending for signing - and all the variables in between. A workflow, in this context, is simply a sequence of processes through which a document passes, from initiation to completion.Length: 3:11 min
Creating a workflow
This video gives you an overview of how to create a basic workflow, including uploading a document, changing document info to suit your requirements, adding users to the workflow, and placing their signature fields and other relevant fillable fields, and releasing the document for signing. A workflow, in this context, is simply a sequence of processes through which a document passes, from initiation to completion. In this case, the high-level sequence is Upload Document - Input Document Information - Set Up Workflow - Release Document.Length: 7:20 min
Ad-hoc face-to-face signing
In this video, we will show you how to add face-to-face signing fields to your workflows, on an Ad Hoc basis. This video will cover the following sides: The workflow originator adding an ad-hoc face-to-face signature, and the witness overseeing the user signing the document. This should help you identify how you can use this feature in your processes.Length: 3:20 min
Digitising approval process
This video will show you how to digitise your business approval processes without the need for signatures. We will cover the function’s various aspects, including:
- the workflow originator
- adding an approver
- the user approving the document,
- viewing the document’s audit trail, and
- downloading the tamper
- evident sealed PDF file.
This should help you identify how the Approval function can be used in your specific processes.
Length: 3:49 min
Nominate a proxy signer
This video takes you through the process of nominating a proxy to sign a document on your behalf within SigniFlow. The Nominate Proxy feature was introduced to help you get a document finalised as quickly as possible, without holdups that may occur due to availability issues. Should a designated signer either not have time, or not be the right person to sign, they can simply designate someone else – a ‘proxy’.Length: 2:38 min
Reject a workflow
Learn how to reject a document sent to you for signing. This video takes you through the process of receiving a document, rejecting it and giving a reason, and notifying the sender of this.Length: 1:59 min
Workflow viewer
In this video, we will show you how to digitise your workflow process by adding document viewers within SigniFlow. Adding a user as a viewer is a great way to keep someone in the loop regarding a document or workflow’s progress. Being a viewer, they can follow the document’s progress, without having to take any action. We will cover both sides: from the workflow originator adding a viewer, to the viewer receiving it. This should help you identify how you can use this function in your processes.Length: 2:26 min
Total length of lessonElectronic vs Digital Signatures
SigniFlow offers two types of signatures to all users - Electronic Signatures and Digital Signatures. This video will give you an overview of how the two work, and how they're applied to a document. When setting up a workflow, the user (document originator) can set the signature type per recipient. Request the faster, more convenient Electronic Signature for more basic contracts or internal approvals; Or ensure maximum security and compliance with regulations by using SigniFlow's trusted free Digital Signature.Length: 3:38 min
Two-signer workflow
This video takes you through the process of signing, in the case of a two-signer workflow. In this example, two signers will fill (where mandatory fields are present) and sign the document.Length: 4:17 min
Three-signer workflow
This video takes you through the process of signing, in the case of a three-signer workflow. In this example, three signers will fill (where mandatory fields are present) and sign the document.Length: 4:41 min
Group signing
Group Signing is a parallel workflow feature that allows you to set up a group of users - for instance a list of mandated directors or a sales department - where any number of specified users from the group can sign the document. This video takes you through the process, from setting up the group workflow to the required number of users signing and completing the workflow.Length: 4:21 min
Applying a saved template
Our aim is to make your daily business tasks as fast, flowing and faultless as possible. To improve your workflow experience, we have designed a number of features to cut out repetition and minimise room for error. In this video we show you how to save time by creating and applying workflow templates. This is useful for when you find yourself adding same people to a workflow on a regular basis. During your workflow, you can save a template, and apply it for future processes, with just a couple clicks. This tutorial covers both the creation, and the applying, of a workflow template in future workflows.Length: 3:56 min
