How to setup workflow

1. Go to Account Tab

2. In the side nav, click Workflows

3. click the + icon in the workflows page to add.

4. In the Workflow Info tab, you can Name your workflow, put Instruction for Sender, Activate for whatever Group you want.

5. click save.

6. In the Agreement Info tab, fill out all required fields. You can also customize the Field name by clicking the pen icon

7. In the Recipients tab, you can customize here how your recipient's routing will work. then click update

8. In the Emails tab, this is where we select what email notification are sent out when certain events occur. Click update

9. In the Documents tab, click on the files add icon to attached the pdf file. click update

10. In the Sender Input Fields tab, click the add field icon, enter a field title , document field name, default value.

11. Click Update and Activate

You can see/use the workflow in the dashboard under the Get a Signature tab box.