Training Overview Part 1

Welcome to SigniFlow Academy. In this first video of our 3-part training series, we introduce you to the fundamentals of the SigniFlow platform and help you get set up with confidence. What you’ll learn in Part 1: * How to log in and navigate your SigniFlow dashboard * Updating your profile and managing your personal settings * Setting up your digital signature using multiple options * Understanding document baskets and what requires your attention * Exploring portfolios, folders, and document statuses * Managing documents, sending reminders, and tracking progress * Viewing and downloading audit logs for full transparency * Editing document workflows and signer order when needed This video is designed to give you a strong foundation so you can start using SigniFlow efficiently from day one. ------------------------------------------------------------------------------------- Time Stamps 00:00 - 00:29 Intro 00:29 - 0:43 Login and Dashboard 00:44 - 1:12 Profile 01:13 - 2:24 Signature Settings 02:25 - 2:59 - Needs your attention basket 03:01 - 3:24 - Portfolio Folder 03:25 - 04:14 - Documents Folder 04:15 - 04:51- Edit document Flow 04:52 - 05:10 - Outro ------------------------------------------------------------------------------------- Continue to https://youtu.be/G4jBn5VEEYU to learn how to send documents for signature and streamline your workflows even further. Request a demo - https://www.signiflow.com/book-a-demo Check out the SigniFlow Academy for more tutorial videos - https://www.signiflow.com/academy/ #SigniFlow #DigitalSignatures #WorkflowAutomation #Paperless #eSignatures #BusinessEfficiency