How to perform an Individual signing workflow on SigningHub

September 21, 2020 by Riaan de Villiers

SigningHub can send a document to multiple Signers with one workflow. This article will show Document Owners how to configure an individual workflow for electronic or digital signing.

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
#	Step
1	Log into SigningHub at web.signinghub.co.za. The credentials to log into SigningHub will have been created during the 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	The Document Owner can now add the recipients manually or bulk import them with a CSV file.
5	Click the Next button.
6	Add an electronic signature block to the document. Each individual Signer in the workflow will be required to sign the signature block.
7	For added security, an OTP can be added to the workflow by clicking on the Gear icon on the electronic signature block.
8	Start the Individual signing workflow by clicking the Share now button.
9	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.

Automate this workflow

To speed up the process, individual signing workflows can be created programmatically.

For more information see the sample code.