Process Flow

• Creating a template (see instructions in previous chapter)

• Save and publish the template

1. Create e-Signature record via the subtab e-Signatur

2. Chose a template

3. Fill in dataset fields

4. Chose recipients

5. Attach pdf

6. Save

7. A button appears “create document”

a. Click on the button, this initiated the data transfer to oneflow

b. Oneflow create a new document with the entered values

c. The document will open in a new tab

1. Click on send in Oneflow

2. Enter a subject and a message

3. Click on send

After that the receiver receives a mail with the encouragement to sign the document. The document will then be sent in the sort order you have defined to the participants.

A schedules skript updated the E-Signature and Recipients status every 15 minutes. Status fields on both record will give you an insight in which state your process is.