Go to Leegality Dashboard screen and click on ‘Workflow’ in the left menu.
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’
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.
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’
Pre-set Signature coordinates
Click on ‘Send’
Your workflow is not processed and the document has now been sent for signing!