SigniFlow Academy - Become a SigniFlow Ninja

Become a SigniFlow Ninja

Learn the ins and outs of SigniFlow through our video tutorials.

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How to Streamline Internal Approvals with Digital Forms

Forms

In this video, we’ll show you how to use SigniFlow’s powerful Digital Forms function to eliminate paper-based bottlenecks and streamline internal approvals.

What you’ll learn: How to create, edit, and manage forms using the Forms Builder; Setting up internal approval workflows for faster decision-making; Adding custom form fields for complete flexibility; Tracking audit trails for compliance and transparency.

How to Customise Your SigniFlow Profile

Your Profile

In this video, we’ll walk you through how to customise your SigniFlow profile to match your professional needs.

What you'll learn: How to access your profile settings; Updating personal details like mobile numbers and designations; Adding personal assistants for streamlined document management; Customising your business information and notification preferences.

Workspace

Creating Workflows

Upon logging into your SigniFlow account, the first thing you'll see is your workspace—a personalised, interactive interface designed to streamline your experience. This dynamic hub organises and displays all the essential tools and actions you need, ensuring seamless navigation and optimal workflow management.

Basic User Training

This section covers all the basics you need to know to register as a SigniFlow user and to start using the eSignature document workflow tool quickly and effectively.

Modules cover registration, login, dashboard and system navigation, user profile settings, setting up & sending workflows for signing and/or approving, signing & initialling documents, DocPrepper, EasiSign, and SigniFlow notifications.

Basic User Training sets you up for more advanced functions, including those authorised for businesses’ administrators.

Modules: 3

There are 52 lessons in this course

Length: 02:19:20 min

The full duration of all lessons within this module

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Advanced User Training

This section goes into detail around SigniFlow’s more advanced features, which primarily apply to the designated administrators in companies.

Modules cover SigniFlow Portfolios, profile settings (certificate, company stamp, appearance, software, etc), forms (builder and management), creating and using templates, SigniFlow’s search function, and reporting.

Advanced User Training assumes users are familiar with both SigniFlow basics and admin user features.

Modules: 6

There are 14 lessons in this course

Length: 40:46 min

The full duration of all lessons within this module

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Admin User Training

This section covers the features and actions that pertain to system administrators. SigniFlow Administrators have access to more features than regular SigniFlow users.

Modules cover the SigniFlow Business Profile, business branding, users, teams & departments, custom messages, templates, form admin, events, SharePoint info, SMS accounts, security, settings, EasiSign configuration, and document tags.

Admin User Training also goes into some of the concepts relevant to SigniFlow use cases, such as DSS certificates, timestamps and KYC.

Admin User Training assumes users are familiar with the fundamentals of SigniFlow, as covered in Basic User Training.

Modules: 1

There are 12 lessons in this course

Length: 33:09 min

The full duration of all lessons within this module

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