Using for the first time?

 

“Receiving a SigniFlow document for the first time is super exciting!”

SigniFlow Email
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POPUP STEP-BY-STEP HELP

Have you received a SigniFlow email?

This means that the sender wants you to review and sign their document.

Just three easy steps will get you there:

1. Click on the link in the email

2. Confirm your personal details

3. Create a password to protect your signature

Your are ready to go!

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SigniFlow Academy


SigniFlow Academy is a free visual step-by-step guide to the SigniFlow system.


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SigniFlow Quick Overview

Upload your document

  • Upload or simply drag and drop your PDF, Microsoft, or other documents into a new workflow.
  • Set up your workflow by adding recipients from your contacts list, or add someone new.
  • Choose the urgency & what you want them to do, i.e. sign, view or approve.

SigniFlow
SigniFlow

Configure the workflow

  • Whether to one or to many recipients, SigniFlow automates the distribution process with ease.
  • Choose the workflow type (Sequential, Parallel, Group or Face-to-Face) to suit your document.
  • Build your workflow by adding recipients, either from your contacts or add new ones by simply entering their email address.
  • Choose a role for each recipient (Signer, Approver or Viewer).
  • Save as Template for future use.

Set up your document

  • Use DocPrepper™ to drag tags and signature fields onto the document, indicating to each person in the workflow what you need them to do.
  • Create fillable form-fields, drop-down menus, tick-boxes, and the many more form functions you have to choose from. 
  • Save as Template for future use.
  • Release your workflow.
SigniFlow
SigniFlow

Email notifications

  • Each recipient in the workflow will receive an email notification, either simultaneously (parallel workflow) or one after the next (sequential workflow), depending on how you set it up.
  • The email contains a link that takes the user to the document in SigniFlow.
  • The recipient confirms their identity and creates a password to protect their signature.

Automated workflow

  • Depending on the workflow setup, each recipient has multiple options, such as to sign, approve, reject or simply view the document.
  • Recipients that are not already SigniFlow customers are provided with a free, SigniFREE digital signature.
  • After each digital signature, the document is sealed and becomes tamper-evident.
SigniFlow
SigniFlow

Document distribution

  • The SigniFlow workflow engine will automatically circulate the document until everyone has signed or completed the required action assigned to them.
  • If your security rules allow, once the workflow is completed, each recipient will receive an email with the signed document attached.
  • Signatures can be validated in SigniFlow or by simply opening the document in Adobe Acrobat Reader® and clicking on the signature to view the certificate.

Dashboard

  • Your SigniFlow workspace takes care of your documents and neatly files them in the appropriate dashboard basket.
  • All users, even SignFREE users have a Dashboard contain all the workflows they created, or were part of.
  • Each document entry keeps a full transactional history and audit log.
  • Documents that were rejected can be fixed and the workflow re-initiated.
SigniFlow
SigniFlow

Document management

  • Use the SigniFlow Portfolio feature to neatly group your related documents together. You can even share a portfolio with others and let them upload more documents into it.
  • You may also choose to configure DocFlow to store your documents in a folder system.
  • If you are integrated with SharePoint or another CRM, ERP or DMS, SigniFlow will automatically write the document back into the appropriate document library of your choice.
  • Find your documents any time, from anywhere, on any device.

The infamously impossible task of going paperless is now possible!

Millions of users worldwide have realised the benefits of automating business processes that require documents to be signed and/or approved.

SigniFlow professional workflow allows you to prepare, send, sign and manage your documents efficiently and digitally.