Running a workflow - Dashboard
Go to Leegality Dashboard screen and click on ‘Workflow’ in the left menu.
Click on "Run Workflow" option which will redirect to the list of workflow available in the workflow screen and click on "Run" to execute the document through the required workflow.
Create Page
According to the config set in the workflow creation:-A pdf will have to uploaded
ORThe template which was configured in the creation stage will be automatically selected
Depending on the config set at creation time, the options for uploading stamp series and stamps will be frozen.
The document name and Internal reference number fields are freely editable during the sending journey.
For a pdf enabled workflow - You need to upload the document to be signed.
Everything besides document name & IRN has been pre-set according to the workflow configuration.
For a template enabled workflow - .Everything besides document name & IRN has been pre-set according to the workflow configuration.
In the case of a template journey, the next step is to fill the variable fields in the template that will become part of the final document.
Invite Page
Everything that has been configured during the creation stage will be pre-set here.
The sender is not permitted to change any invitee/document level configuration or any permanent invitee configured.
The same settings will be applicable each time the workflow is run.
The user has to enter invitee parameters i.e Name and Contact Details (Email or Phone)
Everything besides the non-configured invitees have been fixed in accordance with the workflow config i.e Signature types/Signing order
Note: If any invitee details are left blank that invitee is ignored by the system - and the Workflow will still be executed. This is useful when, in a particular instance, there may be one less signatory required.
Pre-set Invite specific configs
Pre-set journey wide config
Once the invitee details have been added click on ‘Next’
Finalize Page
This page contains a preview of the final document which will be sent out for signing.
The signature coordinates are uneditable and appear as configured in the workflow.
Note: Signature coordinates for the invitees which are left empty will be left empty and not be replaced by any other invitee.
E.g. In case 3 invitees are configured in the workflow. If the second invitee details are left empty their signature box will not be replaced by the third invitee.
The signature coordinates remain fixed for every invitee.
Pre-set Signature coordinates
Click on ‘Send’
Your workflow is not processed and the document has now been sent for signing!
Related Articles
Running a workflow - Spreadsheet
The spreadsheet workflow is a way to send out invitations in bulk using a spreadsheet upload without having to repeat the dashboard process for N number of documents. Note: spreadsheet upload is only applicable for Template configured Workflows ...Creating a workflow
What is a workflow? A workflow, quite simply, allows you to save the configurations that make up the signing journey (sign options, sign verification, signature positioning, number of signatories, templates used, stamp paper needed, authentication ...Custom mapping of workflow spreadsheet template
What is custom mapping? Leegality allows you to send documents for signing using a Leegality generated spreadsheet template in which variable document information and signer parameters can be filled. However, your organization may be using a software ...Extending the Use-by date of stamp papers in the Leegality dashboard
Stamp papers procured via Leegality have a default use-by date of 6 months from the date of purchase, after which the stamp papers are removed from the circulation of usable papers and move into the expired section. Note: This is not a regulatory ...Leegality Payment Collect
Introduction Leegality Payment Collect is a feature that will allow Leegality clients to collect payments within the signing journey from their signers. This happens through a payment gateway (currently only Razorpay is supported) which needs to be ...