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hello and welcome to this signing hub training module in this short video you'll learn how to prepare and send documents for sign-off this video shows the standard signing hub user interface however for enterprise customers this can be rebranded and also integrated within web applications using our easy high-level API standard connectors are available for various popular CRM and ECM systems like Salesforce Microsoft SharePoint and dynamics click the start new workflow button from here you can select one or more documents to circulate for sign-off when using multiple documents these will be sent to your recipients together as one package you can also drag-and-drop files directly to signing hub all common document formats can be uploaded these are automatically converted to PDF a format to ensure document longevity and secure signing depending on your supported integrations you can also retrieve documents from the signing hub online library and cloud drives for each documents you can perform additional tasks such as applying a template deleting from here the next step is to add recipients a template can take care of this view automatically or you can add recipients manually recipient groups can also be added in the same way you can see the group members by clicking here if the recipient is not yet known then you can add a placeholder as follows this placeholder can be updated at any stage later in the workflow the workflow type can be set from here serial means signing in the defined order parallel means signing can take place in any order individual workflow means each person signs their own copy of the document each recipients role is defined here the document permissions are controlled from here note these can be set on a per recipient basis or for every one in the workflow if you require additional authentication on a per document basis you can set it from here this will allow you to configure a document open password or OTP document access duration can also be set from here various other settings are available including configuring the email message for the recipients when ready click Next now with the document open you can select a particular person and at their signature fields as follows other fields can also be added in a similar way prepare the fields for each person based on your requirements you can add more recipients if needed by using this button similarly further documents can still be added from here you can also add attachments from here once the document is fully prepared we recommend that you save it as a template for future use you can then apply the template as a quick step to preparation next time round finally click here to share the document the first recipient will be notified immediately by signing hub a separate training module will cover reviewing and signing documents contact us today to discuss how signing up and it's flexible I trust security features can best meet your business requirements no other signing platform provides such wealth of options to meet the needs of today and secure your investment for tomorrow thank you for watching this signing hub training video