Signing flow
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      2. e-Signatures
      3. Signing flow

      Launch a signing flow

      Learn how to launch a new signing flow.

      You can easily launch a signing flow in Corporify. To launch the signing flow you can set up the following options (some of them are mandatory):

      • Add signer(s): Ensure that the signers are properly added in Corporify. Each signer must have an email address listed in the personal details. Additionally, some signing methods may require a phone number. When you create a document using a template in Corporify, the signers will be automatically added for you (if the template includes signing fields).
      • Email subject and message: You can customize the email by adding a personalized subject and message. Keep in mind that the email will be sent to all signers and persons to notify.
      • Add persons to notify: You can add persons to notify. These persons must also be added in Corporify and have an email address listed in their personal details. The initiator of the signing flow will automatically receive notifications and does not need to be added here.
        These persons will be notified when the signing is completed, rejected or aborted and receive a dully signed copy of the document.
      • Verification methods: Your default signing methods will be applied. However, you have the flexibility to modify these based on your specific needs or assign different signing methods for each individual signer. Click 'here' if you want to know how to set up your default signing methods.
      • Add signing fields: When you create a document using a template in Corporify, signing fields will automatically be added (if the template includes signing fields). If not, or if you upload your own documents to Corporify, signing fields have to be added manually.

      Below you find the following step by step guides to help you successfully set up your signing flow. 

      1. Learn how to launch a new signing flow successfully.
      2. Learn where you can locate the 'Send for signature' button.

      Learn how to launch a new signing flow successfully.

      For detailed instructions, click 'Start tutorial' below.


      There are multiple ways available to initiate a signing flow. Below, you will find a step-by-step guide that highlights where to locate the 'Send for signature' button.

      For detailed instructions, click 'Start tutorial' below.