In this guide you will learn to send documents with the advanced signing flow. The advanced signing flow is used to send groups af document to different groups of signers in the same flow.
This can, for example, be used when auditors submit financial statements for approval
In order to use the advanced signing flow you will need a template created prepared for the advanced signing flow. Here you can read more about how to make a template for advanced signing flow
1. New signing
Select Signings in the top menu and New signing to initiate the signing process. Now choose a Template (A) created with advanced signing flow.
- All options under basic settings, notifications and security will be identical whether you are sending documents for signing with a simple or advanced signing flow. Fill in the settings you want to use.
In the document section you see 2 document groups. These groups was created in the template. A document group can hold one or more documents and are sent for signing as one group.
- Adding documents. Add the documents to the correct document group. If you have documents to be included in the signing which does not require any signatures just add them, but be sure to remove to uncheck Signing required.
- Adding a document groups. If you need an additional document group for this specific signing click Create Document group, name it and click Add. You can now add documents to the new document group as well. If you add a document group in the sending flow it will only be added to this signing.
- When all your document groups contain the relevant documents you are ready to click Next. You can always go back if you need to correct something under Documents.