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Creating Workflows

SigniFlow's workflow feature enables you to customise and automate the routing of documents within your organisation. These workflows help streamline processes, enhance efficiency, and ensure compliance. In this module, you will learn how to upload a document, customise its details, add users, place signatures and fillable fields, and release it for signing.

Course Modules


Master SigniFlow’s Advanced Workflow Feature

In this SigniFlow Academy video, we show you how to use Advanced Workflow to simplify complex signing processes. You’ll learn how to assign recipients to specific documents, customise routing paths, and manage multiple roles, even when the same person is involved in more than one step. Whether you're coordinating sign-offs across departments or sending several documents at once, Advanced Workflow gives you the control and visibility you need to stay compliant and efficient.

Length: 5:33 min
Total lenght of lesson