
English: 
Log in to your SigniFlow account using your username (email address) and password.
You will be taken to your SigniFlow Dashboard, where you can see all document categories ("baskets") at a glance.
After clicking on "Create New Workflow" you can begin setting up your workflow, starting with uploading the document you want signed.  
"Click to import your document" will open up your PC's system documents. Select the relevant document & click "Open".
SigniFlow will do the necessary compatibility checks and convert your document to a PDF. 
In step 2: Information, you have options of renaming or replacing the document, setting urgency & due date, and adding a custom message (all optional). 
Click "Rename document".
Then type in the new name you wish to assign to the document, and click "Save"
If you wish to add a custom message that the signer will get when they receive the document, click on the "Custom Message" box and type.

English: 
Log in to your SigniFlow account using your username (email address) and password.
You will be taken to your SigniFlow Dashboard, where you can see all document categories ("baskets") at a glance.
After clicking on "Create New Workflow" you can begin setting up your workflow, starting with uploading the document you want signed.  
"Click to import your document" will open up your PC's system documents. Select the relevant document & click "Open".
SigniFlow will do the necessary compatibility checks and convert your document to a PDF. 
In step 2: Information, you have options of renaming or replacing the document, setting urgency & due date, and adding a custom message (all optional). 
Click "Rename document".
Then type in the new name you wish to assign to the document, and click "Save"
If you wish to add a custom message that the signer will get when they receive the document, click on the "Custom Message" box and type.

English: 
You have formatting options, such as Bold, Italics, Underline, etc in the toolbar above the message box.
Click on "Start new Portfolio" to open a new portfolio & add the current document as its first document. 
A SigniFlow Portfolio is a named, single file or envelope that can accumulate multiple documents that have been workflowed & signed, in combination with other documents you (or anyone you have shared the portfolio with) have uploaded into the portfolio. 
Type in the name you wish to give your new portfolio and click "Create Portfolio".
Click "Proceed" to move on to adding signers. 
The third step is to set up a workflow for the selected document.
Clicking "Add Signer" will bring up an information field box.
Complete the information fields relating to the signer. If they are in your SigniFlow contacts, a dropdown will come up when you start typing their name.
"Action Required" will be generally be Sign Document.
If "Proxy Allowed" is set to "Yes", another individual will be able to sign on behalf of the customer you are sending the document to.

English: 
You have formatting options, such as Bold, Italics, Underline, etc in the toolbar above the message box.
Click on "Start new Portfolio" to open a new portfolio & add the current document as its first document. 
A SigniFlow Portfolio is a named, single file or envelope that can accumulate multiple documents that have been workflowed & signed, in combination with other documents you (or anyone you have shared the portfolio with) have uploaded into the portfolio. 
Type in the name you wish to give your new portfolio and click "Create Portfolio".
Click "Proceed" to move on to adding signers. 
The third step is to set up a workflow for the selected document.
Clicking "Add Signer" will bring up an information field box.
Complete the information fields relating to the signer. If they are in your SigniFlow contacts, a dropdown will come up when you start typing their name.
"Action Required" will be generally be Sign Document.
If "Proxy Allowed" is set to "Yes", another individual will be able to sign on behalf of the customer you are sending the document to.

English: 
"Region settings" can be left at "Default" for the language you are currently using. 
Click "Add" to add the customer, or "Cancel" to go back.
A list of signers added to the workflow is now visible in a table below the setup options.
Next, click "Add Yourself" to set yourself up as the other signer.
Because you are a registered SigniFlow user, your details will be auto-populated.
Click "Add".
The document is now set up to be signed first by the customer, and second by yourself.
You can change the sign order by clicking on the blue arrows to the left of the names. 
Click "Go to DocPrepper".
Your DocPrepper workspace is divided into 3: thumbnails of the document, a viewing pane of the document that requires signing, and a column with signers & the fields you can apply.
There are Instructions on how to place fields in the right-hand column.
Click on the relevant thumbnail to navigate to the page requiring info fields.
First, click on the relevant signer's name...

English: 
"Region settings" can be left at "Default" for the language you are currently using. 
Click "Add" to add the customer, or "Cancel" to go back.
A list of signers added to the workflow is now visible in a table below the setup options.
Next, click "Add Yourself" to set yourself up as the other signer.
Because you are a registered SigniFlow user, your details will be auto-populated.
Click "Add".
The document is now set up to be signed first by the customer, and second by yourself.
You can change the sign order by clicking on the blue arrows to the left of the names. 
Click "Go to DocPrepper".
Your DocPrepper workspace is divided into 3: thumbnails of the document, a viewing pane of the document that requires signing, and a column with signers & the fields you can apply.
There are Instructions on how to place fields in the right-hand column.
Click on the relevant thumbnail to navigate to the page requiring info fields.
First, click on the relevant signer's name...

English: 
...And then the relevant field.
In this instance, we are placing the Signature field first, but you can place them in any order.
Move and resize the signature field until you are satisfied and click on the "Click to Affix" box.
You can start over by clicking the red "X" if you are not satisfied with the field after affixing.
The Date Field will automatically show the current date, but this will change to the date the document is signed.
The Mandatory Open Text field allows you to get variable information from the signer, e.g. ID number.
The Name field will automatically place the related signer's name and surname, as registered on the system.
Next, click on your (the broker's) name, and follow the same procedure.
In this case, you are placing a Name Field, which will auto-fill your name & surname.
The Non-Mandatory Open Text Field allows you to add variable information, which is not compulsory. 
The Contact Number field will auto-fill your telephone number, as registered on the system.
The Email Address field automatically adds your (the signer selected) email address, as registered on the system.
The last field being added, in this instance, is the broker's signature field.

English: 
...And then the relevant field.
In this instance, we are placing the Signature field first, but you can place them in any order.
Move and resize the signature field until you are satisfied and click on the "Click to Affix" box.
You can start over by clicking the red "X" if you are not satisfied with the field after affixing.
The Date Field will automatically show the current date, but this will change to the date the document is signed.
The Mandatory Open Text field allows you to get variable information from the signer, e.g. ID number.
The Name field will automatically place the related signer's name and surname, as registered on the system.
Next, click on your (the broker's) name, and follow the same procedure.
In this case, you are placing a Name Field, which will auto-fill your name & surname.
The Non-Mandatory Open Text Field allows you to add variable information, which is not compulsory. 
The Contact Number field will auto-fill your telephone number, as registered on the system.
The Email Address field automatically adds your (the signer selected) email address, as registered on the system.
The last field being added, in this instance, is the broker's signature field.

English: 
Click the "Share Portfolio" button to share the portfolio you have created (in this case "Discovery Customer 99 Gap Cover") with another user.
Select a user's email address from the dropdown menu. In this case it is your customer, "Discovery Customer 99".
Then select the access you with to grant the user - either Viewer, Contributor or Owner. 
In this case, the customer will need to upload supporting documents and will need to be assigned Contributor status.
Then choose when you want the portfolio to be shared with the customer...
When the workflow is released, or when an action is required from the customer.
Click "Add".
A summary of the users the portfolio has been shared with will now appear below the info fields.
If you do not wish to add any further users, click "Close".
"Add Document Placeholders" allows you to add placeholders to the portfolio, which will indicate to the customer the documents he/she is required to upload.
A placeholder acts as empty data that temporarily takes the place of the final data, in this case documents.

English: 
Click the "Share Portfolio" button to share the portfolio you have created (in this case "Discovery Customer 99 Gap Cover") with another user.
Select a user's email address from the dropdown menu. In this case it is your customer, "Discovery Customer 99".
Then select the access you with to grant the user - either Viewer, Contributor or Owner. 
In this case, the customer will need to upload supporting documents and will need to be assigned Contributor status.
Then choose when you want the portfolio to be shared with the customer...
When the workflow is released, or when an action is required from the customer.
Click "Add".
A summary of the users the portfolio has been shared with will now appear below the info fields.
If you do not wish to add any further users, click "Close".
"Add Document Placeholders" allows you to add placeholders to the portfolio, which will indicate to the customer the documents he/she is required to upload.
A placeholder acts as empty data that temporarily takes the place of the final data, in this case documents.

English: 
For instance, the customer will need to upload a copy of their ID/Passport document. 
Name the placeholder and click "Add".
Type in the name of the next document placeholder, in this case "Proof of residential address" and click "Add".
A table below the Document Name now lists the placeholders you have set up. The system assigns a unique document ID.
Click "Close" once you have added all the necessary placeholders.
Click "Release Document".
You have the option of saving the field layout as a template, which is useful if you send the same document to different signers.
After releasing the document, you are taken back to your dashboard...
...Where the document you just set up will be stored, in your Circulating basket. 
Clicking on the "+" will bring up an audit trail that lists all the activities relating to the corresponding document that have taken place to date.
The activity log includes each action that has taken place, as well as the time it took place.
Geolocation is also included where relevant, for example to verify where the customer was when they signed.
The client (Discovery customer 99) will receive two emails from your SigniFlow account notifying them that a portfolio was shared with them, and that there is a document that requires their action.

English: 
For instance, the customer will need to upload a copy of their ID/Passport document. 
Name the placeholder and click "Add".
Type in the name of the next document placeholder, in this case "Proof of residential address" and click "Add".
A table below the Document Name now lists the placeholders you have set up. The system assigns a unique document ID.
Click "Close" once you have added all the necessary placeholders.
Click "Release Document".
You have the option of saving the field layout as a template, which is useful if you send the same document to different signers.
After releasing the document, you are taken back to your dashboard...
...Where the document you just set up will be stored, in your Circulating basket. 
Clicking on the "+" will bring up an audit trail that lists all the activities relating to the corresponding document that have taken place to date.
The activity log includes each action that has taken place, as well as the time it took place.
Geolocation is also included where relevant, for example to verify where the customer was when they signed.
The client (Discovery customer 99) will receive two emails from your SigniFlow account notifying them that a portfolio was shared with them, and that there is a document that requires their action.

English: 
The client may need to check the Spam folder if it is not in the primary inbox.
It is recommended the mails are marked as not spam, so that mails from SigniFlow go directly to the primary inbox in future.
On opening the "New document requires your attention" email, the client will see your message informing them of the actions that they need to take in relation to the document you have sent.
The client clicks on "Open Document" and is taken to Discovery's opening Contact Information box, where they need to fill in their details & accept Terms and Conditions and Legal notices. 
Contact Information includes Email, Country (auto-filled), Mobile Number and National ID or Passport Number.
The client must tick to accept Terms and Conditions and Legal notices, then click the "next" arrow.

English: 
The client may need to check the Spam folder if it is not in the primary inbox.
It is recommended the mails are marked as not spam, so that mails from SigniFlow go directly to the primary inbox in future.
On opening the "New document requires your attention" email, the client will see your message informing them of the actions that they need to take in relation to the document you have sent.
The client clicks on "Open Document" and is taken to Discovery's opening Contact Information box, where they need to fill in their details & accept Terms and Conditions and Legal notices. 
Contact Information includes Email, Country (auto-filled), Mobile Number and National ID or Passport Number.
The client must tick to accept Terms and Conditions and Legal notices, then click the "next" arrow.

English: 
The next box that opens up allows the client to set up a profile, including their names and a password.
When the client clicks the "next" arrow, the system sends a one-time pin (OTP) to the mobile number they entered in the previous info box.
The client enters the OTP they received via SMS, and clicks "Submit".
The OTP is validated and the client taken to your SigniFlow interface.
First, the client gets a notification that there is are documents that need to be uploaded.
Before the client can sign, they will need to accept the Electronic signature acceptance agreement by ticking the box and clicking "Accept".
The custom message you entered when setting up your workflow pops up. The client clicks "x" to close it and continue to the document.
The document (GapCover Application) opens up, with navigation arrows and the necessary action buttons for the client to see at a glance what is required from them.
To upload the required documents, the client clicks on the buttons on the left. E.G. "ID/Passport Document".
The client's PC drive will open up, from which they can select the relevant document, in this case a copy of their ID/Passport document.
The system converts the document for use in SigniFlow.
The client is notified the document was successfully uploaded, and that there are still documents that are outstanding.
The client clicks on the next document placeholder, "Proof of residential address", and follows the same process.

English: 
The next box that opens up allows the client to set up a profile, including their names and a password.
When the client clicks the "next" arrow, the system sends a one-time pin (OTP) to the mobile number they entered in the previous info box.
The client enters the OTP they received via SMS, and clicks "Submit".
The OTP is validated and the client taken to your SigniFlow interface.
First, the client gets a notification that there is are documents that need to be uploaded.
Before the client can sign, they will need to accept the Electronic signature acceptance agreement by ticking the box and clicking "Accept".
The custom message you entered when setting up your workflow pops up. The client clicks "x" to close it and continue to the document.
The document (GapCover Application) opens up, with navigation arrows and the necessary action buttons for the client to see at a glance what is required from them.
To upload the required documents, the client clicks on the buttons on the left. E.G. "ID/Passport Document".
The client's PC drive will open up, from which they can select the relevant document, in this case a copy of their ID/Passport document.
The system converts the document for use in SigniFlow.
The client is notified the document was successfully uploaded, and that there are still documents that are outstanding.
The client clicks on the next document placeholder, "Proof of residential address", and follows the same process.

English: 
The client selects their proof of residential address document and clicks "Open".
The popup notifies the client the second document was uploaded successfully, and that all required documents have been uploaded.
The client clicks the down arrow to go to the next action, signing.
If there are any mandatory fields to be filled in, this will be indicated in red. In this case, the client must enter their ID Number before they can proceed to signing.
To sign, the client clicks on the "Sign Here" block.
A grid popup comes up, where the client is required to draw their signature with the device they are working on.
Using a trackpad, mouse or touchscreen, for example, the client draws their signature. SigniFlow's smoothing technology refines the signature.
The client can redo their signature if they are not happy, by clicking on the "Clear" button...
...Or click on "Sign Document" if they are satisfied with their signature.
A notification confirms all required actions have been completed by the client, and they can close the browser window.
Sign in to  your (the document originator/broker) SigniFlow account with your registered email & password.
You are taken to your SigniFlow Dashboard, where you will find the document your client has signed in the Pending basket (as it is pending your signature).

English: 
The client selects their proof of residential address document and clicks "Open".
The popup notifies the client the second document was uploaded successfully, and that all required documents have been uploaded.
The client clicks the down arrow to go to the next action, signing.
If there are any mandatory fields to be filled in, this will be indicated in red. In this case, the client must enter their ID Number before they can proceed to signing.
To sign, the client clicks on the "Sign Here" block.
A grid popup comes up, where the client is required to draw their signature with the device they are working on.
Using a trackpad, mouse or touchscreen, for example, the client draws their signature. SigniFlow's smoothing technology refines the signature.
The client can redo their signature if they are not happy, by clicking on the "Clear" button...
...Or click on "Sign Document" if they are satisfied with their signature.
A notification confirms all required actions have been completed by the client, and they can close the browser window.
Sign in to  your (the document originator/broker) SigniFlow account with your registered email & password.
You are taken to your SigniFlow Dashboard, where you will find the document your client has signed in the Pending basket (as it is pending your signature).

English: 
Click the "Open" button next to the relevant document.
An info box pops up, with Instructions you need to follow to sign the document. You can only sign the document once all other mandatory actions have been completed.
Next, you will see the custom message you added when setting up the workflow. Close the screen by clicking "x".
The document (already signed by the client) opens up in your SigniFlow interface, with navigation arrows & indication of where to navigate to.
Click the blue down arrow to go to the action/s you need to take.
In this instance, the open text field is not mandatory, and is indicated in blue (not red, like mandatory fields).
Fill in the required information. You can still proceed to signing if you choose not to.
Click "Sign Here" to sign the document.
The system applies your signature...
...And you are taken back to your Pending basket, which no longer contains the document the client and yourself have now signed.
To view the portfolio you have just created, including the signed document and supporting documents, go to "Portfolios".
Clicking on the "+" next to the relevant portfolio (Discovery Customer 99 GapCover) brings up an action log/audit trail.
The activity log lists every action that has taken part in relation to the portfolio, from its creation, to documents attached and signatures applied.
Click "Open" to open the portfolio & review all documents.
In Portfolio View, you will see thumbnails of the signed document, as well as the documents uploaded. You can view, remove or workflow the uploaded documents.

English: 
Click the "Open" button next to the relevant document.
An info box pops up, with Instructions you need to follow to sign the document. You can only sign the document once all other mandatory actions have been completed.
Next, you will see the custom message you added when setting up the workflow. Close the screen by clicking "x".
The document (already signed by the client) opens up in your SigniFlow interface, with navigation arrows & indication of where to navigate to.
Click the blue down arrow to go to the action/s you need to take.
In this instance, the open text field is not mandatory, and is indicated in blue (not red, like mandatory fields).
Fill in the required information. You can still proceed to signing if you choose not to.
Click "Sign Here" to sign the document.
The system applies your signature...
...And you are taken back to your Pending basket, which no longer contains the document the client and yourself have now signed.
To view the portfolio you have just created, including the signed document and supporting documents, go to "Portfolios".
Clicking on the "+" next to the relevant portfolio (Discovery Customer 99 GapCover) brings up an action log/audit trail.
The activity log lists every action that has taken part in relation to the portfolio, from its creation, to documents attached and signatures applied.
Click "Open" to open the portfolio & review all documents.
In Portfolio View, you will see thumbnails of the signed document, as well as the documents uploaded. You can view, remove or workflow the uploaded documents.

English: 
For a quick preview, click on the document when the magnifying glass icon comes up to enlarge and view details.
Click "x" to close the preview.
To view documents in their entirety, click on the green "View" button.
In this instance, the GapCover Application is the cover document, which you can confirm now includes all required info and signatures.
The attachments/uploaded documents follow.
Your portfolio is saved in the system, with all the required signed documents and supporting documents.
[ENDS]

English: 
For a quick preview, click on the document when the magnifying glass icon comes up to enlarge and view details.
Click "x" to close the preview.
To view documents in their entirety, click on the green "View" button.
In this instance, the GapCover Application is the cover document, which you can confirm now includes all required info and signatures.
The attachments/uploaded documents follow.
Your portfolio is saved in the system, with all the required signed documents and supporting documents.
[ENDS]
