To create a new SmartFlow navigate to the SmartFlows tab on the left navigation bar and click the "Create SmartFlow" button.
If one or more SmartFlows have already been created you can create another one by clicking the "+ Add SmartFlow" tab
Next you must choose whether to create the SmartFlow using a predefined template or by starting from scratch.
Starting from a template
Templates include a predefined document template, one or more forms, start and confirmation screens, greeting email text as well as setup information and automations if applicable for that template.
Templates do not have predefined delivery methods, so the user must decide how he wants the signed documents delivered to them before publishing.
Everything in the templates can all be edited and new items added or removed from your SmartFlow.
Available templates include:
Suitable for all companies
- Non-disclosure Agreement
- Customer onboarding
- KYB
Anti Money Laundering Flows
- AML Individual
- AML Legal Entity
- AML Legal Entity - Connected to company
Investor Protection Flows
- MiFID Investor classification
- MiFID Suitability and appropriateness assessment
- MiFID Suitability assessment
Starting from scratch
When starting from scratch, the SmartFlow will have default text in the greeting and thank you screens as well as the greeting email, but no forms, setup information, automations or delivery methods and the document template will be empty.
The final step in creating the SmartFlow is deciding on the name for the SmartFlow, the signature type and the language for the signing UI. The language selection will affect the language of the predefined email templates (which is editable) as well as the language of the user interface for the signee. You can edit these settings later.
Congratulations you have just created a SmartFlow!
Next: How to edit a SmartFlow ➜