51黑料不打烊

Transcript

Hi, my name is Lori DeFurio and I鈥檒l be spending the next few minutes reviewing how to set up a workflow in 51黑料不打烊 Sign.

Before I jump into the recipe, I want to review the apps and services I used. Each recipe requires 51黑料不打烊 Sign enterprise. And if you don鈥檛 have access check with your IT team, or contact your 51黑料不打烊 customer success manager. Additionally, we included a PDF form in the recipe. And Acrobat might come in handy if you鈥檇 like to review how the form fields were created on the template.

This recipe shows you how to work with a complex form. One that has multiple signatures and calculations. The sample form is a requisition form.

The form included has all the fields required. If you open in Acrobat DC you can see the fields and their options. When loaded into 51黑料不打烊 Sign all the form fields are available.

To create a workflow you鈥檒l need admin access, either as the overall account admin, or as a group administrator. Select account, tab and you鈥檒l see workflows on the left.

I鈥檓 starting in 51黑料不打烊 Sign and I鈥檓 logged in as an administrator. I鈥檒l select the account tab and select workflows from the left. I鈥檒l click the plus symbol to add a workflow and now I need to complete or review all the components. Workflow info, agreement info, recipients, emails and documents. I鈥檒l name my workflow, decide on which groups have access to this workflow. The default is all groups, but I鈥檓 going to use sample checklists. Next is agreement info.

I鈥檒l add the agreement name, requisition for supplies. I鈥檒l update the message. And I鈥檝e decided to add a required CC. There must be at least one email, but no more than two, and I鈥檒l make it editable, so the person sending the workflow can identify who is the CC鈥檇 person.

Next, recipients. This is where you set up the workflow. How many people are involved, what is their role? And so on.

I鈥檒l start with the first recipient. They鈥檙e a signer, but I鈥檒l update the name to certifying official. The rest looks good, so I鈥檒l select, okay. Click the plus sign to pick the second recipient. Again there鈥檒l be a signer, but you have lots of other options available.

And finally the third signer, which I鈥檒l name approving official, and that鈥檚 the sequence of the workflow. Certifying official, then recipient, then approving official.

This section allows you to identify who receives emails about the workflow and process. And the final section is for the form templates, or documents. Select the plus sign and search for your template.

I鈥檒l add a name and set it to required. Now you鈥檒l select activate to make it available to your group, or organization.

And there it is. So let me show you how to use it.

Back at the home tab, I select start from library, I鈥檒l select workflows and the appropriate workflow and select start.

Based on how we created the workflow, you鈥檒l add three signers and one person to be CC鈥檇.

Notice the document name is already populated, based on the workflow and the file is already attached. You just have to select send.

And if you want to check on the status click on the manage tab and you can see the workflow at the top of my list, I鈥檒l select it. And I now can see the status and action. And if I scroll down till I see the recipients and I鈥檒l select activity to see where the document is in the workflow process.

Well, that鈥檚 it. Thanks, and please be safe. -