In Mainflow, you can create two types of documents: Basic Documents and Stand-Alone Documents.
This guide will walk you through creating a Basic Document, which allows you to send signing invitations directly to your signers via email.
What is a Basic Document? #
A Basic Document is designed for specific signers, meaning you create it and send it directly to designated recipients. The signers will receive a formal invitation via email, allowing them to review and sign the document.
This feature is ideal for collecting multiple dynamic signatures in Mainflow.
How to Create a Basic Document #
1️⃣ Go to Mainflow > E-Signature > Add New Document > Basic Document.
2️⃣ Enter the signer’s name and email.
- You can edit these details before sending the document.
3️⃣ Customize additional settings:
- Click +Add Signer to include additional signers.
- Enable Assign Signer Order to set a signing sequence by dragging signers into the correct order.
- Use +CC to send a confirmation email to someone who needs access to the signed PDF.
4️⃣ Add a title and document content.
- Use Signer Input Fields if you require signers to provide specific data within the document.
- If you need form integrations, consider using a Stand-Alone Document instead.
5️⃣ Finalize signer details.
- This is your last chance to edit names and emails before sending the document.
6️⃣ Review your document and send it for signature!
What Happens Next? #
🔹 Your signer will receive an email invitation with a “Review and Sign” button.
🔹 Clicking the button will redirect them to the document for signing.
Save Time with Document Templates #
If you frequently send the same type of document, you can use Document Templates to save a version for future use.
Instead of recreating the document each time, simply load the template into a Basic Document and follow the steps above—streamlining your workflow and saving valuable time!
