Documents Sharing - A Document Owner's View

SigningHub allows configuring a customised document approval process (workflow) according to your business needs. You can add signers, meeting hosts, editors, reviewers, form fields, initials, in-persons, signature type, signature position, signing sequence, configure reminders and much more in a document workflow. This configuration process is also called document preparation.

The set configurations can also be saved in the form of a document template for future use. The saved template can then be applied on the similar documents for efficient and robust re-usability of these workflow configurations.

Configure workflow details to prepare a document

1. Click the "Documents" option, available at the top of the SigningHub screen. You can also start a new workflow from your SigningHub Dashboard.
2. Select an appropriate variant from the "New Workflow" button, i.e. Only me/ Me and others/ Just others.
3. Add document(s) to share.

• Configure certified signature preferences as required (optional).
• Use miscellaneous utilities of document as required (optional). 

4. Add recipient(s) and placeholder(s) as required.
5. Configure workflow type/ order.
6. Configure special privileges for each recipient/ placeholder as required (optional).

• Configure recipient permissions.
• Configure document access security.
• Configure auto reminders.
• Configure post processing preferences.

7. Add email message and workflow related comments (optional). 
8. Click the "Next" button to proceed to the document viewer screen.
9. Configure miscellaneous preferences as required (optional).

• Add attachments in your workflow.
• Merge documents.

10. Add data fields in the workflow as required.

• Add signature fields for the recipients.
• Add in-person signature fields for the recipients (optional).
• Add initials fields for the recipients (optional).
• Add form components in the document (optional).
• Configure form filling settings (optional).

11. Once you are done with the required configurations, click the "Share Now" button to send off the documents package.

Share documents through a template:

Using a template is a quick and efficient way of document sharing. If you have standard files that you need to send out over and over again, templates are a great, time saving way to go, see details.