Setup information is data filled out by the sender before the SmartFlow is sent to the signee.
Setup information can be referenced in various places within the SmartFlow.
NOTE
If Setup information is added to a SmartFlow it can no longer be signee initiated, instead it must be sent to a signee by a user.
How to:
- Create setup information
- Edit setup information
- Fill out the setup information
- Remove setup information
Creating setup information
To add Setup information click the "+ Setup information" button.
Click +Add element to add your first element.
Choose the applicable element type for the question.
Write the question in the question field on the editor side and any other applicable data depending on the chosen element type. Choose if the sender should be required to fill out the information or if it should be optional.
If you want to add another question to the section click the "+Add element" button.
That's it, you have added Setup information to your SmartFlow.
Editing setup information
You can edit it at any time by clicking the "Setup information" element in your SmartFlow
Filling out the setup information
The sender of the SmartFlow will be prompted to fill in the information before sending the SmartFlow to a signee. If any of the questions were marked as required, they will not be able to send the SmartFlow without first answering the question.
Click the "send" button on the desired SmartFlow.
The setup information element will appear below the recipient section.
Removing setup information
If you want to remove the Setup information from the flow you must delete every element from the setup information by choosing an elementand clicking the trashcan icon in the top right corner of the editor side. Then click save.
You can reorder questions by clicking the six grey dots on the left side of the question on the preview side and dragging it to the right position.
Remember to save before closing and publishing the SmartFlow for the changes to take effect.
Next: Greeting email ➜