Training Overview Part 2

Welcome to SigniFlow Academy. In Part 2 of our 3-part training series, we take the next step by showing you how to upload documents and send them for signature with confidence and control. What you’ll learn in Part 2: • How to upload documents from your device or use templates • Setting up portfolios and preparing documents for signing • Adding recipients and defining their roles (signers, approvers, viewers) • Creating sequential, parallel, and group workflows • Using face-to-face signing for in-person interactions • Adding and customising fields such as signatures, initials, text fields, and checkboxes • Setting validation rules and required fields • Using auto-filled user information fields for efficiency • Saving templates for repeat workflows and document structures • Adding custom messages, due dates, and priority settings • Enabling automatic reminders and managing email notifications This video helps you move from setup to action, giving you the tools to send documents efficiently while maintaining full control over your workflow. ------------------------------------------------------------------------------------------ Time Stamps 00:00 - 00:14 Intro 00:15 - 00:39 Different ways to upload documents 00:40 - 01:07 Document prepper 01:08 - 01:24 Add document placeholders 01:25 - 02:30 Adding Recipients 02:31 - 04:08 Assigning roles to Recipients 04:09 - 04:58 Group workflow setup 04:59 - 05:13 Parallel workflow setup 05:14 - 05:24 Document Fields 09:13 - 09:44 Saving fields as a template 09:45 - 10:02 Adding recipients as templates 10:03 - 10:17 Applying templates 10:18 - 10:31 Adding a custom message 10:32 - 11:10 Assigning due dates and reminders 11:10 - 11:31Complete email 11:32 - 12:01 Email delivery methods 12:02 - 12:21 Outro ------------------------------------------------------------------------------------------ Continue to https://youtu.be/UHTk9I4JFH4 to see how recipients sign documents and how the process is completed. 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 #eSignatures #BusinessEfficiency #Paperless