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JUL 1, 2025

Edit, rename and delete workflows

Edit a workflow To modify an existing workflow, first select it from the list and then click the Edit button at the top of the screen. This allows you to...
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JUL 1, 2025

Share workflows with another user

Share a workflow with another user To share an existing workflow with another user, first access the Workflow section and select the desired flow from the list by checking its...
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JUN 30, 2025

Reassign and balance workloads

Verifying the initial process owner To confirm who owns the document workflow, select the file and click the Verification button located in the top menu. Viewing the process owner’s identity...
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JUN 30, 2025

Renew a sign link for an expired document

Renewing a sign link for an expired document When a document shows the status SIGN LINK EXPIRED, you can generate a new expiration date by selecting the file and clicking...
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JUN 30, 2025

Delete your documents

Deleting an uploaded document To delete a previously uploaded document, go to the My documents section, select the file marked with the Uploaded status, and click the Delete button located...
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