Basic User Training - The Dashboard

Your Workspace

Your SigniFlow Workspace is where everything comes together. This module will guide you through the key features and tools available in the Workspace, helping you stay on top of tasks, manage documents efficiently, and navigate your digital environment with confidence. As more videos are added, you’ll continue building the skills needed to work smarter and get the most out of SigniFlow.

Course Modules


How to Download Audit Logs

Learn how to download audit logs in SigniFlow to track document activity, ensure transparency, and meet compliance needs. See timestamps, signing methods, and IP addresses — essential for industries like finance, healthcare, and legal.


Length: 1:50 min
Total lenght of lesson

Navigating the Pending folder

This video shows you how to use the Pending folder in your SigniFlow workspace to manage documents awaiting action. You'll learn how to track document progress, access key info like requester and status, use action tools, and view audit logs — all to help keep your workflow organised and secure.

Length: 2:45 min
Total lenght of lesson

Needs Your Attention

Stay organised, efficient, and in control of your document workflows with SigniFlow’s “Needs Your Attention” folder. In this video, you’ll learn how this powerful task manager-style feature helps you track and prioritise every document that needs your action; From signatures and approvals to viewing and completing forms.

Length: 2:13 min
Total lenght of lesson

Mastering the Cancelled Folder

Discover everything you need to know about the Cancelled folder in SigniFlow—why it matters, what it stores, and how to manage your cancelled documents with confidence. In this video, you’ll learn how to navigate and use the Cancelled folder effectively to maintain control and visibility over workflows that were stopped before completion.

Length: 2:20 min
Total lenght of lesson

How to Use the Deleted Folder

Ever wondered what happens after you delete a workflow in SigniFlow? In this quick tutorial, you’ll learn how to use the Deleted Folder to view audit trails, track deleted workflows, and permanently remove sensitive data — all while staying compliant and in control.

Length: 1:56 min
Total lenght of lesson

Manage Rejected Documents

What happens when a document gets rejected? In this SigniFlow Academy video, you’ll learn how to take control of rejected workflows using the Rejected Folder. This powerful feature helps you identify issues, trace rejection reasons, and take the next best action; without losing momentum.

Length: 2:32 min
Total lenght of lesson

Manage Completed Documents

We’ll show you what the Completed Folder is, how it helps you keep track of fully signed and sealed documents, and what you can do with them once they’re finalised. You'll also learn how to locate essential details, such as the document ID, creator, workflow information, and audit trail, as well as how to download or remove documents safely when necessary.

Length: 2:22 min
Total lenght of lesson

Use the Drafts Folder

You’ll learn how the Drafts Folder works, what information it retains, and why it serves as a vital safety net when things go wrong, such as power outages or connectivity issues. We’ll show you how to reopen a draft, what actions you can take next, and what to consider before cancelling a workflow. You’ll also learn how to preview documents, access the audit log, and view detailed workflow information.

Length: 2:47 min
Total lenght of lesson

Team Docs Folder Explained

Looking to streamline document management for your team? In this video, you'll learn how SigniFlow’s Team Documents Folder empowers team leads with full visibility and control over every document assigned to their group.
Discover how to track document progress, view real-time status updates, monitor user actions, and access detailed audit logs—all from one central location.


Length: 2:02 min
Total lenght of lesson

Use the Circulating Folder

Want to stay in control of your document workflows? In this video, you’ll learn how to confidently manage documents that are currently out for signing or approval using the Circulating folder in SigniFlow. This tutorial helps you understand the Circulating folder's full functionality so you can reduce admin delays, improve visibility, and keep your document signing process moving forward fast and securely.

Length: 2:48 min
Total lenght of lesson

Use the Shared with Me Folder

Need a quick way to find documents others have sent your way? In this video, you’ll learn how to confidently navigate and manage files in the “Shared with Me” folder in SigniFlow. This tutorial helps you understand how to access shared documents, view their status, take action, and track every step with built-in audit logs. Stay organised, save time, and keep your workflow flowing.

Length: 1:50
Total lenght of lesson