The My Profile section of your SignFlow account is accessed from the left-hand side menu bar and is essentially an overview of your account - including personal information, your chosen signature and software add-ins that enable integration with selected Microsoft programs and your own software, if applicable, via application programming interfaces (APIs).
Before we go into the menu items individually, here is a rundown of the functionality the My Profile header bar enables:
Clicking on Support will open up the drop-down menu in the image below:
Takes you to the SignFlow web page that tells you what's new, keeping you in the loop when it comes to all the software features and functionality SignFlow's development team has been hard at work adding, in order to give you the best possible user experience.
Takes you to the SignFlow information store, which gives you links to all the information and data you may need to draw on to use SignFlow optimally, or to answer any questions you may have. This includes links to SignFlow's Developer Portal, SignFlow Academy and FAQs.
This is the face of SignFlow's API program. Clicking on Developer Portal will open a page with links to everything partner and third-party developers need to know to interact and integrate with SignFlow and other relevant developers. This includes a search bar, which allows developers to quickly source the information they are looking for by typing in a keyword or keywords, as well as the ability to log a support ticket. You can also quickly check the status of any support tickets you may have already logged.
Quick Start Guide:
This takes you to a quick overview of how to get started with SignFlow, in the form of a downloadable PDF document. This guide gives you all the info you need to quickly send a document for signing and to sign a document sent to you. It includes an edition comparison, which outlines the different SignFlow accounts available and their respective offerings, and step-by-step instructions on how to register, create a workflow and sign a document. If you are new to SignFlow and want to quickly learn the basic ropes, this is a great starting point.
This, too is a downloadable PDF document, but is a much more in-depth guide to using SignFlow. In this manual, you will find all the info you need to fully utilise the SignFlow product to its maximum potential.
Log Support Ticket:
This takes you to the SignFlow Support page, where you can open a support ticket or search our knowledge base for answers to any questions you may have.
Your Email Address/SignFlow Username:
To the right of Support is your registered email address (also your username when logging in to SignFlow), which yields three options, as per the image below:
These are pretty self-explanatory, with Profile taking you to the My Profile page (you will land on My Details); Contacts being a shortcut to your list of SignFlow contacts (this will be discussed in more detail later on) and Log Out being where you conclude your SignFlow session and log out of the system.
Finally, in the far-right corner of the header bar, is the Notifications button. This alerts you with a red flashing circle (see image below) if anything has changed in any of the documents you have in your SignFlow account - e.g. if a document has been actioned, if you have any outstanding documents to action or you have received a new document to view or sign. Clicking on this will bring up a box with these notifications, which you can view and either open or dismiss.
Now, for the individual menu items.
Clicking on Profile on the left will produce a drop-down menu with your five profile items, including:
- My Details - where you manage your personal details, designate your PA and change your SignFlow subscription.
- Edit Signature - where you set your signature's appearance.
- Software - a software catalogue of plug-ins available for download.
- Reset Password - where you change or reset your password.
Contacts - where you view all the contacts associated with your SignFlow account.
You can add or change a profile picture, or Gravatar (WordPress's Globally Recognized Avatar). Simply click on "Change Gravatar" and follow the steps to upload a photograph or picture.
Your Subscription Plan and Certificate Type are displayed in the next two boxes. Clicking on Change Subscription will take you through a series of steps, starting with you selecting the plan you want, building a quotation and logging a support call with the SignFlow team, a member of which will contact you to discuss options within 24 hours. You will also immediately receive an email with a standard price list to review. Once you have accepted a plan and pricing, subscription will be updated via the back-end. This process can take anything from ten minutes to complete.
Quite straightforwardly, you can add or edit your designated PA by inserting their email address in PA Email Address bar, and either Save PA Email or Remove PA Email.
Just as a reminder, Your nominated PA will be able to see the documents that have been sent to you and that require an action, and can inform you accordingly. NOTE: The PA will only be able to view the first page of the document, to be able to verify the applicability of the document to the signer. For security reasons, the PA is only able to reject a workflow (they cannot reassign it).
- The next six bars contain your personal information - name, surname, country, mobile number, ID type and ID number - and the last one simply shows your SignFlow account Status (either Active or Non-active).
In this section, depending on your subscription, you can either select one of the eight predefined font-based signatures, or – if you have a Professional Account or an SA Legal Account – upload or draw a custom signature.
Click Upoad a Signature to upload your signature from any JPG, BMP or PNG image file. To draw a custom signature, click Draw a Signature and draw your signature using our smoothing technology. (HINT: For best results, log in to your SignFlow account from your phone or tablet and use your finger to draw your custom signature.)
The Change Subscription button takes you through the same process as Change Subscription in My Details (see above), to the end of switching you to your chosen SignFlow product.
Under Software, you can download the latest SignFlow Microsoft add-ins by simply clicking on the Download button and installing.
Your Software Catalogue currently comprises three Microsoft add-ins, namely MS Office, MS Windows Notifier and MS Outlook. The image below represents the catalogue you will see when clicking on the Software tab, with details of what each add-in enables.
We will deal with these add-ins individually, in more detail, later.
Use the Reset Password feature if you feel your account has in any way been compromised.
To change (reset) your SignFlow password, enter your existing password in the first entry field, Current Password, type your new chosen password in the New Password block, and repeat this in the Confirm New Password block. Click on Update for your new password to take effect. You will use your new password the very next time you log in to your SignFlow account.
Note: As a security measure and general best practice, always keep your password solely to yourself and try to create as strong and unique a password as possible. A good password contains letters, numbers and special characters and is eight characters or longer. Further tips include not using full English words (rather use misspellings) and use a mix of upper and lowercase letters.
Clicking on the Contacts tab brings up a list of contacts comprising every person you have sent a workflow to, as well as every person in your company profile - all of which are automatically added.
The top of your Contacts page will look like this:
At the top of your Contacts page, you have the option to add a contact. Click on Add Contact, fill in the details requested in the box that pops up and click on Save Contact to save.
Show [10, 25, 50 or 100] entries:
This allows you to set the number of contacts you can view on the screen in front of you.
The Search bar on the far right of Show [--] entries allows you to quickly find a specific contact. This is a wildcard search, which includes all your contacts - not just the 25-100 entries you have elected to show. Simply start typing a name or surname and the system will find and include every contact that includes the text you entered, starting from the second character onward.
The table itself contains all the basic information pertaining to your contacts, including their SignFlow User ID, User Name, Email Address and Last Login Date.
Under Last Login Date, you will notice differently-coloured icons. These merely indicate when last each contact logged in to SignFlow:
Black - never logged in before
Grey - logged in within the past week
Orange - logged in within the past three days
Green - logged in that day
Finally, you have the option to Remove any of the contacts in the table. (***logged query with William)
If you scroll down to the bottom of your Contacts page, you will see the following options:
This copies your entire Contacts list and its information to your Clipboard (regardless of how many entries you have chosen to show - whether 10, 25, 50 or 100). You can then paste this text file wherever you wish, e.g. into a Word document or in Notepad, etc.
This button exports your Contacts list into an Excel file, which is automatically downloaded onto your hard drive. You can find the file in your Downloads folder, or as a tab at the bottom of your screen.
Exactly as Excel above, the PDF button creates a PDF file of your entire Contacts list.