Capsule 4: Creating a Signature Workflow

Objective: Create a workflow to automate document signing.

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Steps:

1. Access the Workflow module #

From the left side menu, click on Workflow to manage existing signature flows or create a new one.

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2. Click New Workflow #

Press the New Workflow button to start setting up a new signature workflow.

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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.

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4. Add a signer #

Once the document is loaded, the viewer will open. Click Add signer to configure the signer details.

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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.

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6. Define the signature position type #

Choose between:

Coordinate: manually place the signature

Anchor: automatically place it based on keywords in the document

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7. Place the signature field in the document #

Drag the signature field to the exact spot where the user should sign.

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8. Confirm and preview the assigned signer #

You’ll see the signer’s name or a tag displayed. Click Next to continue.

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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.

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10. Confirm the workflow creation #

After saving, the new workflow will appear in the list showing its name, origin, and creation date.

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11. Click “Select Workflow” #

Following Capsule 2, we choose the document and Create and Prepare the Workflow.

Capsule 2: Uploading Documents to Legale.io

Once the document is uploaded, click the Select Workflow button at the bottom.

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12. Choose a saved flow #

A list of previously saved flows will appear. Click Use on the one you want to apply.