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
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.
Basic settings
- 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.
Documents
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.
Recipients & flow
Here you will se the recipient roles and the signing flow determined by the template. Recipient roles can hold one or more recipients and the signatures within a role will be collected in a arbitrary order.
Recipient roles
- Adding recipients. Add recipients to each role by clicking Add new recipient and entering the information about the recipient. Signing and login method for each recipient is determined by the template. If you want to change these settings for one or more of the recipients, click Change settings and select the prefered settings for the given recipient.
Should you want to delete a recipient, you can click the red icon next to the name.
You can also choose whether or not a specific recipient should receive a copy of the signed documents. - Adding a recipients role. If you need an additional recipient role, click Create recipient role, give it a name, and click Add. If you add a recipient role in the sending flow it will only be added to this signing.
- When all the recipients are added, you are ready to check the Signing flow.
Signing flow
Here you see the signing flow for each document group. Each document group can have its own specific order of the recipient roles. The order of recipient roles to sign in each document group has been determined by the template. Each column indicates a signing phase.
If you need to add recipient roles somewhere in the signing, just click Add role where you want to add the role.
When no recipients are added to the role it will be grey in the signing flow. Once you have added a recipient to a role the role will switch to a blue color in the signing flow.
Messaging
Here you can add and review the messages around your signing. As with any other signing you can add a Note to signer and edit in the invitation, reminder and reciept message. Once everything is as you want just click Send to initiate the advanced signing flow.
