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Workflows in SureETMF

Content in Progress

This page is being migrated from the legacy help documentation. Full content will be available soon.

Overview of Workflows​

How workflows are used to manage document review, signing, and form completion in SureETMF.

Completing a Forms Workflow​

Completing, Reviewing, and Signing a Forms Workflow​

Reviewing Documents​

Reviewing and Signing Documents​

Reviewing a Form​

Reviewing and Signing a Form​

Signing Documents​

Signing a Form​

Uploading Documents Workflow​

Uploading Documents and Signing​

Using the eSigning Workflow​

How to initiate and complete an eSigning workflow.

eSigning Documents​

How to apply an electronic signature using eSign credentials.

Signing Local Documents​

How to sign a locally stored document and upload the signed copy.