Running a workflow - Dashboard

Running a workflow - Dashboard


  1. Go to Leegality Dashboard screen and click on ‘Workflow’ in the left menu.




  1. From the list of workflow available in the workflow screen hover your mouse on the Actions drop down of the relevant workflow profile and click on ‘Use Dashboard’


  1. Create Page

    According to the config set in the workflow creation:-

    1. A pdf will have to uploaded

      OR

    2. The template which was configured in the creation stage will be automatically selected

The folder and stamp series options will be freezed according to the config set in the creation stage.

 

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.

 

Click on ‘Next

 

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.

 

  1. 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

  1. 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!

 

 

 

 



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