How it works

How SigniFlow Advanced eSignature Document Workflow Software Works

Sending or receiving a document for the first time is super exciting. Let's explore how SigniFlow quickly and easily digitises your workspace



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Quickview - How to sign a document

eSign from receiving an email or text message


Three easy steps will get you there:

  • Click on the link in the email or text message that you received from the sender
  • Depending on the sender's security settings, you may need to:
    1. Confirm your personal details
    2. Type in the one-time pin (OTP) received on your mobile phone
    3. Create a password to protect your signature
  • Once authenticated, the document will open. Follow the on-screen prompts to create your signature and sign the document

That's it, you're done. If the sender enabled the option during workflow setup, you will receive an email with a copy of the signed document as soon as everyone has signed it.

eSignatures


The only eSignature platform that allows you to choose between Electronic Signatures and Digital Signatures at no additional cost.

SigniFlow offers two types of signatures to all users. When setting up a workflow, users can set the signature type per recipient.

Request the faster, more convenient Electronic Signature for more basic contracts or internal approvals;

Or ensure maximum security and compliance with regulations by using SigniFlow's trusted free Digital Signature.

In addition, SigniFlow supports all types of internationally accredited Advanced Electronic Signatures (AES) and European Union accredited eIDAS Qualified Electronic Signatures (QES).



Effortless eSignatures, backed by big security
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Core eSignature Features

Included in Business License

Quickview - How to send a document


  • Log in to SigniFlow
  • Create new workflow
    • Import your document/s, or
    • Choose a saved template
  • Select who needs to Approve, eSign or View the document
  • Link document to an existing Portfolio, create a new Portfolio or send as a single document
  • Select settings, like:
    • Type of signature required
    • The specific language of a recipient
    • Allow/disallow proxy
  •  Prepare your document
    • Signature placement
    • Form overlays
  • Release workflow

The Workflow Engine

A powerful timesaver built with simplicity in mind.

Use forms or saved templates, or import documents from your favourite applications.

Workflow documents to management for internal approval, and to customers for eSignatures in one workflow step.

Send one or multiple documents in a single workflow. Add one or multiple signers in sequence, as a group, or mix it up.

Prepare beautiful documents and forms with drag-and-drop fields.

Release the magic.


It's never been easier to send, sign, track and manage your documents
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Core Workflow Features

Included in Business License

Quickview - How to manage documents in Portfolios

  • Uploading multiple documents will automatically create a Portfolio
  • Creating a Portfolio after uploading a document will automatically link that document to the Portfolio
  • Linking a document to an existing Portfolio will automatically add the document to a specific Portfolio
  • Create workflows from documents that were uploaded into a Portfolio
  • Create upload placeholders in a Portfolio and share the Portfolio with anyone to upload named documents into your Portfolio
  • Create upload placeholders in a workflow for signers to upload supporting documents when signing a document. All uploaded documents are neatly filed in the Portfolio for you to view or create further actions

Portfolios


Our Portfolios feature offers a customer portal where any document can be uploaded, shared and sent for eSigning.

Sharing the Portfolio with your customer means they can upload supporting documents when they sign, or directly into the portal, and the system will notify you of any activity via email.

All signed contracts are neatly filed together, with supporting documentation, creating an organised portal where documents can be easily managed and found.

Giving internal departments - such as Admin, Finance or HR - access to your Portfolio will save you hours a week, and eliminate the need for you to send documents via email.



A document portal like no other. Simplify and automate your document management
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Core Portfolio Features

Included in Business License

Learn

Become a certified SigniFlow Ninja or casually explore online learning materials, videos, and articles - It's all free.


24/7 online support

We understand your office hours. SigniFlow offers 24/7 online support to all customers.

No matter where you are and no matter what time it is, we are always online to help you meet your deadlines.


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