Portfolios
How to Share a Portfolio
Learn how to share portfolios using SigniFlow's Portfolios feature. Step 1: Log in to your SigniFlow account. Step 2: Navigate to the Portfolios section. Step 3: Select the portfolio you want to share. Step 4: Click on the "Share" button within the ...
How to add a File to a Portfolio
Learn how to add files to SigniFlow's Portfolio feature Step 1: Log in to your SigniFlow account. Step 2: Navigate to the Portfolio section. Step 3: Select the desired portfolio where you want to add the file. Step 4: Click on the "Add File" button ...
How to Access the Audit Trail of a Portfolio in SigniFlow
SigniFlow’s Portfolios feature stands out as a crucial tool for businesses looking to streamline document management processes. Acting as a versatile customer portal, it allows users to upload, share, and send documents for eSigning effortlessly. In ...
How to Manage Notifications for SigniFlow Portfolios
SigniFlow’s Portfolios feature is a standout solution for businesses, serving as a robust customer portal for seamless document management. You can upload, share, and send any document for eSigning with ease. Sharing a Portfolio with a customer ...
Exploring SigniFlow's Portfolios Feature - Part 2
In this second instalment of our two-part series on SigniFlow's Portfolios feature, we delve deeper into the functionality and benefits of this powerful solution. If you haven't already watched Part 1, be sure to check it out for a comprehensive ...