Documents
4 screens in the SignFlow menu
All Documents
Every document you have created for electronic signing, with counts of drafts, pending and completed, folders for grouping, and filters by status and type.
Read the full guideCreate Document
Starts a document for electronic signing — by uploading a PDF, starting from a template, or drafting one with AI from a description or a photo of an existing document.
Read the full guidePending Signatures
Opens the SignFlow documents list with a status filter applied, for looking at what is still out for signature rather than finished.
Read the full guideCompleted
Opens the SignFlow documents list filtered to completed documents — those that have been fully signed.
Read the full guideTemplates
2 screens in the SignFlow menu
All Templates
Reusable documents you can start from, including the ones you have saved yourself. Search by name or filter by category.
Read the full guideCreate Template
Builds a reusable document: a name, a type, the roles that will sign it, and the body text with placeholder fields filled in per document.
Read the full guideOrganization
1 screen in the SignFlow menu
Related modules
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