Objective: Automate the sending of multiple documents to be signed either sequentially or simultaneously.
Steps:
1. Access the Workflow module #
From the left side menu, click on Workflow to manage existing signature flows or create a new one.
2. Click New Workflow #
Press the New Workflow button to start setting up a new signature workflow.
3. Select the document source #
You can either use an existing Smart Document or upload a file from your device. In this example, we choose From a file, then click Select file and Next.
4. Add a signer #
Once the document is loaded, the viewer will open. Click Add signer to configure the signer details.
5. Choose the type of signer #
The following options will appear:
Sign myself
Sign by other person
Sign by Legale user
Validator
Legale mobile
Dynamic signer
Select the one that fits your use case.
6. Define the signature position type #
Choose between:
Coordinate: manually place the signature
Anchor: automatically place it based on keywords in the document
7. Place the signature field in the document #
Drag the signature field to the exact spot where the user should sign.
8. Confirm and preview the assigned signer #
You’ll see the signer’s name or a tag displayed. Click Next to continue.
9. Configure the signing flow #
Set the Flux name, decide whether signers should sign in order or at the same time, and enable the option to send a signed copy.
10. Confirm the workflow creation #
After saving, the new workflow will appear in the list showing its name, origin, and creation date.
11. Click “Select Workflow” #
Following Capsule 3, we choose the document and Create and Prepare the Workflow.
Once signers are configured, click the Select Workflow button at the bottom.
12. Choose a saved flow #
A list of previously saved flows will appear. Click Use on the one you want to apply.
