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Workflows in SureETMF

Content in Progress

This page is being migrated from the legacy help documentation. Full content will be available soon.

Overview of Workflows

How workflows are used to manage document review, signing, and form completion in SureETMF.

Completing a Forms Workflow

Completing, Reviewing, and Signing a Forms Workflow

Reviewing Documents

Reviewing and Signing Documents

Reviewing a Form

Reviewing and Signing a Form

Signing Documents

Signing a Form

Uploading Documents Workflow

Uploading Documents and Signing

Using the eSigning Workflow

How to initiate and complete an eSigning workflow.

eSigning Documents

How to apply an electronic signature using eSign credentials.

Signing Local Documents

How to sign a locally stored document and upload the signed copy.