Advanced User Training - Portfolios

Portfolios

Think of a Portfolio as an envelope or a file, like a lever-arch file. In the physical world, you are used to filing multiple documents of a single subject (person, company, subject matter, etc.) in one file. You could also send a number of different documents you need signed by someone, to them in a single envelope - say, via courier - and they could return them after signing, perhaps together with any additional documentation you requested from them in the same envelope.SigniFlow Portfolio offers you the same functionality, only in the digital world. A SigniFlow Portfolio is a named, single file or envelope that can accumulate multiple documents that have been workflowed and signed, in combination with other documents you (or anyone you have shared the portfolio with) have uploaded into the portfolio.

Course Modules


Overview - Part 1

This video gives you a broad overview of SigniFlow's Portfolios feature. A SigniFlow Portfolio is a named, single file or envelope that can accumulate multiple documents that have been workflowed and signed, in combination with other documents you (or anyone you have shared the portfolio with) have uploaded into the portfolio.

Length: 1:41 min
Total length of lesson

Overview - Part 2This video gives you a broad overview of SigniFlow's Portfolios feature. It is part two of a two-part series on Portfolios. A SigniFlow Portfolio is a named, single file or envelope that can accumulate multiple documents that have been workflowed and signed, in combination with other

Length: 5:45 min

Total length of lesson

Turn on/off notifications

SigniFlow’s Portfolios feature is one of our differentiators, which businesses use extensively. It is essentially a customer portal where any document can be uploaded, shared and sent for eSigning. Sharing a Portfolio with a customer allows them to upload supporting documents when they sign - or directly into the portal - and the system will notify you of any activity via email, so you can keep track of the progress of all your documents with ease. In this video we show you how to turn notifications on and off for a portfolio. If they are on, you will receive an email notification every time an action is taken in relation to the applicable portfolio.

Length: 1:59 min

Total length of lesson

How to access the audit trail of a portfolio

SigniFlow’s Portfolios feature is one of our differentiators, which businesses use extensively. It is essentially a customer portal where any document can be uploaded, shared, and sent for eSigning.  You can also add a file, workflow, form, and placeholders to your portfolio. Every action that is taken in relation to a portfolio is recorded and trackable in SigniFlow. This video shows you how to access this audit trail, and how to download it.

Length: 2:06 min

Total length of lesson

Add file to portfolio

SigniFlow’s Portfolios feature is one of our differentiators, which businesses use extensively. It is essentially a customer portal where any document can be uploaded, shared and sent for eSigning.  You can also add a file, workflow, form and placeholders to your portfolio. This video shows you how to add a file to an existing portflio. Once added, you can simply store the file in the relevant portfolio, or you can workflow the file you just added.

Length: 2:10 min

Total length of lesson

How to share a portfolio

SigniFlow’s Portfolios feature is one of our differentiators, which businesses use extensively. It is essentially a customer portal where any document can be uploaded, shared, and sent for eSigning.  You can also add a file, workflow, form, and placeholders to your portfolio. In this video we take you through how to share a portfolio with either your business as a whole, or with a designated department, team or user.

Length: 4:12 min

Total length of lesson

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