To send a SmartFlow navigate to the SmartFlow tab on the Right Navigation Panel and find the SmartFlow you want to send. Then click the "Send ➜ " button.
You can send a SmartFlow:
- to a saved contact or group
- with a Qualified signature
- with an Advanced signature
- with a Standard signature
- with a Click to Sign signature
- to multiple signees
Send a SmartFlow to a saved contact or group
If the recipient or recipient group (for multiple signees) has been saved in your contacts you can start writing their name in the "Your contacts or groups" field.
Once you see the correct contact click on their name.
Note that the signature type is automatically selected based on the signature settings of the SmartFlow.
Sending a SmartFlow with a Qualified Signature.
If the recipient has not been saved in your contacts click the "+ new recipient" button and fill in their national ID number, name, mobile phone number and email. Click the "Add signee button"
Choose if the SmartFlow should be sent to them by email or by sms and click the "Send" button to send the SmartFlow to the recipient.
Your SmartFlow has been sent. You can track the progress of the SmartFlow in the Activity log.
Sending a SmartFlow with an Advanced Signature.
If the recipient has not been saved in your contacts click the "+ new recipient" button and fill in their name, mobile phone number and email. Click the "Add signee" button
Click the "Send" button to send the SmartFlow to the recipient.
Your SmartFlow has been sent. You can track the progress of the SmartFlow in the Activity log.
Sending a SmartFlow with a Standard Signature.
If the recipient has not been saved in your contacts click the "+ new recipient" button and fill in their name, mobile phone number and email. Click the "Add signee" button
Click the "Send" button to send the SmartFlow to the recipient.
Your SmartFlow has been sent. You can track the progress of the SmartFlow in the Activity log.
Sending a SmartFlow with a Click to Sign Signature.
If the recipient has not been saved in your contacts click the "+ new recipient" button and fill in their name and email. Click the "Add signee" button
Click the "Send" button to send the SmartFlow to the recipient.
Your SmartFlow has been sent. You can track the progress of the SmartFlow in the Activity log.
Send a SmartFlow to multiple signees
By default all SmartFlows are configured to be able to send to multiple signees.
To send to multiple signees add the first signee in the same manner as described above.
You'll note that the "+ New recipient" button will remain after adding the first signee when multiple signees is supported in the SmartFlow.
Add the next signee/s in the same manner.
The signees will be automatically split into signee and co-signees to indicate that only the signee can fill in the forms of the SmartFlows. All co-signees will be sent a signing request to sign the final document in the order that they are listed. Signee and co-signees can be reordered by clicking the six dots on the left side of the signee card and dragging them to the appropriate place.
Next: Displaying a SmartFlow ➜