Creating Workflow Templates

Why Create a Workflow Template?

Templates in SELISE Signature allow you to save time by setting up signing processes once and reusing them again and again. Perfect for contracts like NDAs, job offers, vendor agreements, and more!

Before You Begin: Preparing Your PDF

Before uploading your document, make sure your PDF is ready. For help preparing your PDF, follow this guide: How to Prepare Your PDF Before Uploading

Step-by-Step: Create Your Workflow Template

1. Open the Templates Section

• Log in to SELISE Signature.
• Select Templates under the Workflows header
• Click Create Workflow at the top right.

2. Upload Your Document

• Click Upload From Device and select your prepared PDF.
• The document name will auto-fill but you can edit it.
• (Optional) Add tags to organize templates (e.g., NDA, Contract).

Select Document Type:

• Personal Document (private)
• Organizational Document (shared) (Handle with care and ensure that the document used should really be visible to all users)

• Choose Signature Type (Simple, Simple+, Advanced, Qualified).
• Choose Saving location - Default setting is My Contracts.
• Click Add Recipient to continue.

3. Add Recipients

Preliminary remark:

Workflows work with static and dynamic recipients. Static recipients have a role in each of the documents generated from the workflow, i.e. they receive all documents sent from the workflow for approval or signing.

When creating a workflow, dynamic recipients serve as placeholders for the real recipients to be inserted later when using the created workflow. Each dynamic recipient only receives the document prepared personally for them for processing.

• Add Static Recipients: Type in known names or email addresses.
• Create New Contacts if needed.
• Add Dynamic Signatories: Placeholder roles like "Customer," "New Employee," etc., to be filled later when sending.

Set Signing Order: Important if the signing sequence matters (e.g., internal manager approves first, external client signs second)

• Turn on Set Signing Order if you want recipients to sign in a specific sequence.
• Drag and reorder recipients (1, 2, 3...)

Other Options:

• Enable Signing Expiry (deadline to sign)
• Enable Automatic Reminder (send reminders automatically)

Click Prepare Document.

4. Prepare the Document

• Drag and drop fields like Signature, Name, Date onto the document.
• Assign each field to the correct recipient from the dropdown.

Click Save Workflow.

Using Your Template Later

• Go back to Templates.
• Find your saved template.
• Click Use, set a new name for the document and click Add Recipients.
• Confirm the selected placeholders for recipients
• Choose the first Dynamic Signer with name or email.
• Add more dynamic signers by clicking Add additional contract for each recipient until all recipients are listed.
• Click Prepare Document.
• Review fields (already placed) and add or adjust fields if necessary.
• Click Send Document – now each specific document will be created and listed. After that you're done!

FAQ

Q: Can I edit a workflow later?
A: Yes! Click the dropdown next to Use and select Edit Workflow.

Q: What happens if I forget to fill a dynamic signer?
A: The system will not allow you to send the document until all dynamic roles are filled.

Q: Can recipients fill out missing information on the PDF?
A: Yes, if you placed a Form Field for them while preparing the document.

That's it! 🚀 You now have a professional, reusable template ready to streamline your signing process in SELISE Signature. For any questions, don't hesitate to contact our support team!