How to perform an Individual signing workflow
Overview
Individual signing workflows allows
document owners to get a document signed by multiple Signers with one
workflow.
The Individual workflow will, for
example, allow an administrator of a school to send a letter to all
parents for sign off with one workflow. For instance, the school
needs to inform all parents that on the last day of school, the
school will close a bit earlier than usual. All parents must sign-off
that they have been notified as is aware of the change in time.
The administrator can import the
letter into SigningHub and select the Individual workflow. SigningHub
will then automatically send an exclusive letter to each parent to
collect their signature.
Prerequisites
-
The Document Owner requires a
SigningHub account.
-
The Signers do not require a
SigningHub account, on condition that they will sign with electronic
signatures.
Workflow
This workflow will allow the
Document Owner to get a document signed off by multiple users with
one electronic signing workflow.
For ease of use, the document
preparation process can be automated with the help of a template.
Perform
an Individual Workflow
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#
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Step
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1
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Log into
SigningHub at web.signinghub.co.za.
The credentials
to log into SigningHub will have been created during the enrolment
process.

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2
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Start a new
workflow on SigningHub by clicking on the New
Workflow button.

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3
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Upload the
document that requires the electronic signature.

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4
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The Document
Owner can now add the recipients manually or bulk import them with
a CSV file.

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5
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Click the Next
button.

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6
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Add an electronic
signature block to the document.
Each individual
Signer in the workflow will be required to sign the signature
block.

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7
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For added
security, an OTP can be added to the workflow by clicking on the
Gear
icon on the electronic signature block.

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8
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Start the
Individual signing workflow by clicking the Share
now button.

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9
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SigningHub’s
workflow will now take over and send each Signer an email
notification to let them know that they have a document to sign.
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Related articles
Automate this workflow
To speed up the process, individual signing workflows can be created programmatically.
For more information see the sample code.