Optimising your workflow is essential for efficiency. One way to streamline your processes is by utilising saved document templates. These templates allow you to access regularly-used documents with pre-filled fields instantly, saving you time and effort. This article will guide you through the process of applying a saved template in SigniFlow, enabling you to create workflows efficiently.
1. Accessing Saved Templates:
Begin by logging into your SigniFlow account.
Navigate to the templates section, where all your saved templates are stored.
Locate the template you wish to apply to your document workflow.
2. Applying the Template:
Open the document you want to use the template for.
Look for the option to apply a template within the document editor.
Select the desired template from the list provided.
3. Customising Fields (If Necessary):
After applying the template, review the pre-filled fields.
Make any necessary adjustments or additions to ensure the document is tailored to your specific requirements.
4. Finalising the Workflow:
Once the template is applied and customised, proceed with your document workflow as usual.
Follow the prompts to sign the document electronically using SigniFlow's intuitive signing features.
To see a visual walkthrough of Applying a Saved Template in SigniFlow, watch the accompanying video tutorial here.
Conclusion:
By following these simple steps, you can leverage SigniFlow's saved templates feature to expedite your document workflows significantly. Whether you're processing contracts, agreements, or other frequently-used documents, applying saved templates empowers you to complete tasks with ease and efficiency.
In the quest to streamline your daily business operations, SigniFlow offers a range of features to enhance efficiency and minimise errors. One such feature is the ability to create and apply workflow templates, saving you valuable time and effort. ...
In today's digital age, signing documents electronically has become increasingly common, offering convenience, efficiency, and security. SigniFlow, a leading digital signature solution, provides users with two distinct types of signatures: Electronic ...
In this tutorial, we'll guide you through the process of creating a basic workflow using SigniFlow. Workflows are essential for streamlining document processes, ensuring efficiency, and maintaining compliance. Following the steps outlined in this ...
In the digital era, efficient document signing processes are essential for businesses to streamline operations and enhance productivity. SigniFlow offers a versatile platform that accommodates various signing scenarios, including two-signer ...
In this article, you'll discover the step-by-step process for rejecting a document sent to you for signing within SigniFlow. Whether you've encountered an error, need further clarification, or simply cannot proceed with the document as is, rejecting ...