Help Center
Guides and answers for getting the most out of AISignFlow.
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Welcome to SignFlow
A quick tour of the three building blocks: templates, envelopes, and recipients.
Creating a Template
Upload a document and turn it into a reusable template.
Sending an Envelope from a Template
Pick a template, assign real people to each role, and send.
Assigning Roles to a Template
Define who needs to sign, approve, or just receive a copy — and in what order.
Getting Started
The basics of how SignFlow works.
Templates
Building reusable documents with fields and roles.
Creating a Template
Upload a document and turn it into a reusable template.
Using the Template Designer
Placing and configuring fields on a document.
Assigning Roles to a Template
Define who needs to sign, approve, or just receive a copy — and in what order.
Publishing & Versioning Templates
Moving a template from Draft to Active, and what happens when you edit it later.
Sending Envelopes
Turning a template into a real signing request.
Sending an Envelope from a Template
Pick a template, assign real people to each role, and send.
Understanding Signing Order (Sequential vs Parallel)
How SignFlow decides who gets notified and when.
Tracking Envelope Status & Audit Trail
Where to see who has signed, who hasn't, and what happened when.
Bulk Sending Envelopes
Send the same template to a whole list of people at once via CSV.
Signing Documents
What it looks like from the recipient's side.