Your SignFlow Business Profile

This profile and all its functions is for business administrators and includes an overview of all business documents, as well as additional access and security features.

Introduction to Business Profile
The Business Profile in SignFlow is basically a portal for Administrator access privileges. SignFlow provides Business Administrator privileges to one or mo...
Thu, 31 May, 2018 at 8:58 AM
Business Dashboard
Clicking on the Business Profile tab in your SignFlow profile will open up a new page, with your Business Dashboard being the first tab to open up, by defau...
Thu, 31 May, 2018 at 8:58 AM
Business Details
After your informational Business Dash, the next tab you'll find on your Business Profile menu is Business Details: The Business Details section c...
Thu, 31 May, 2018 at 9:02 AM
Departments, Teams & Users
The next three menu items on your Business Profile menu bar - Departments, Teams & Users - are linked:   Departments, Teams and Users are the...
Thu, 31 May, 2018 at 9:02 AM
Custom Messages
The function of Custom Messages is to allow workflow users to select from pre-defined custom messages to send with their documents.  The Custom Messages...
Thu, 31 May, 2018 at 9:03 AM
Metadata
This advanced function allows the administrator to add pre-defined meta tag fields for integration purposes, where the metadata would be able to travel w...
Thu, 31 May, 2018 at 9:03 AM
Template Admin
The next item down on your SignFlow Business Profile, Template Admin, is where you add the administrators for templates - i.e. the individuals who will have...
Thu, 31 May, 2018 at 9:03 AM
Form Admin
Similar to Template Admin, Form Admin is where you add the administrators for Forms - i.e. the individuals who will have the ability to create, edit and man...
Thu, 31 May, 2018 at 9:04 AM
Events
In technical terms, the Events function is used when the Event Handler is set up between SignFlow and an ECM (Enterprise Content Management) or Native Appli...
Thu, 31 May, 2018 at 9:05 AM
Sharepoint Info
In 2016, SignFlow integrated with Microsoft SharePoint and SharePoint Online (Office365) – making it one of the only signature workflow applications worldwi...
Thu, 31 May, 2018 at 9:07 AM