4. Start with first document

Take any sample document in PDF format. Make sure you have defined a workflow beforehand, as shown in the corresponding section.

Click on “Add Document” in the document list. Select the sample document and click Upload. Place the QR code in a free space in the document by dragging it with the mouse and select the workflow that applies to the document.

Now the document is available in the document list and the signature process can be initiated.

Each document has a detail page that provides additional information. You can access this page by clicking on the Folder open symbol.

The document upload can also be automated. To do this, watch the video on Configuring Mailimport.