How
to create a simple electronic signing workflow in SigningHub
Overview
SigningHub has
been designed to make the sharing and electronically signing of
documents quick and easy.
Electronic
signatures are ideal to sign documents that do not require high trust
signatures like leave claims, memos, attendance registers, visitor
forms, expense claims, approvals, etc.
Prerequisites
This ‘How to
article’ uses an electronic signature to sign the document.
There is no
requirement for the Signer to be registered on SigningHub to
electronically sign a document.
Workflow
|
Create
electronic signing workflow
|
|
#
|
Step
|
|
1
|
Log into
SigningHub at web.signinghub.co.za.
Use the credentials created during the SigningHub enrolment process.
|
|
2
|
Start a new
workflow on SigningHub by clicking on the New
Workflow button.
|
|
3
|
Upload the
document that requires the electronic signature.
|
|
4
|
Add the signer to
the workflow.
|
|
5
|
Click the Next
button.
|
|
6
|
Add a digital
signature block to the document by selecting Electronic
Signature from the toolbar on the
right. Drag the electronic signature block to the document.
|
|
7
|
Finalize the
electronic signing workflow by clicking the Finish
button.
|
|
8
|
SigningHub will
now send an email with a link to the document to the Signer. The
Signer can open the document by clicking on the View
Document link in the email.
Since an
electronic signature is in use, the Signer will not be required to
log into SigningHub. To protect access to the document, see the
‘How article’ How to add password
or OTP protection.
|
Related
articles
Automate this workflow
Automating electronic signing workflows with SigningHub's Application Programming Interface is easy.
For more information see the sample code.