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hi my name is a poof and today I'll be talking about workflows in legality this video is divided into three parts the first part covers whatever flows and why you need them the second part is about how to create a workflow and the third part covers various ways to run overflow so now jumping into the first part of the video whenever you create a new signing journey in legality they offer you a variety of customization options so you have things like choosing from a variety of signature types toggling on and off to location capture or phase capture we can drop in custom sign coordinates you can choose from a variety of custom templates you can attach a stamp series the list of options is quite long but you see where I'm going with this right while this level of customizability is great setting these configurations each time you have to initiate a signing journey can be tedious so to solve for this we develop something called work flows through workflows you save your desired settings in a system just once and later you can pass a document as many number of times without having to manually choose and set these settings every time a document is sent out for signing the many advantages of using workflows the first and the most obvious one is that it saves you time so now you don't need to manually define configurations for every document each time is sent out the second advantage why it saves you time is that you can now batch process documents and this is something I'll be covering in more detail later on in the video the other advantage is that it allows for greater control so now if you create a workflow with some settings you can be assured that whoever later grants this workflow will use the same exact settings as you had initially defined in some base workflows is a very critical evolution of a signing platform as it opens up a radically new way to sign documents moving to the second part of the video which covers how to create a workflow to create a workflow the first step is to log into your own Akala to dashboard Kure I've already logged in to this I go to the left side panel and click on workflow this takes me to a page where I can see all my existing workflows but today I am going to create a new workflow so I click on this button and I assign my buffer name let's call it test 1-2-3 today and now I am taken to a page where I can select whether I want to use a PDF document or a template as the base or member film to note here is that we should use a document that you know you will be signing repeatedly my organization uses a service agreement and you see I have already created a template of the surface agreement here so I'm going to pick that but along with it I also use a stamp paper with it so here I go and click on you stamp and after this I can select my stamp cities so let's say I want to use this term cities so now I click Next they shows me a preview of the template document which looks good and I can also see the variable template fields here so these are the fields which will be filled each time this template is sent out for execution everything looks good so I click on next and Here I am taken to a page where I can set the invitees of the document that is the signers of the document so I can add as many as I want so your document has let's suppose five signatories you sign five here you select five here well I don't have five so today I am going to only keep two up to invite easier and as you can see the inviting names have been cleared up this is because right now I am creating overflow in some space I'm only creating a skeleton I later on be passing these names and email addresses to this workflow I know what you are asking right now what if your organization has to sign a document each time well that's possible to do as well to do that you click on configure invited over here and now you can change the invitees so let's suppose I'll keep the first person empty but I won the second signatory to be me so I'm just going to set that now you can see there a variety of options available here so let me take you through them very quickly so the first is signature type let's suppose I want my invite you to do and have the hard sign through using the OTP I do that I don't want them to do a virtual sign in fact I want my own organization to do a virtual sign so I select that here you can see that there is a button called more options so for each invitee I can set some kind of set some define some options so here I have a bunch of custom contract a and authentication options so let's suppose I want to attach a custom consent to it so I am then send so you can define your custom consent with each time when it goes off assignee you can send them an email notification in fact some advanced authentication options so let's suppose I want to capture the GPS location and the photo of the person who sign in the document so you can see I have a bunch of customization options I won't go into them in more detail but there's a lot of flexibility available here if I click Save I can also set some Vance options here which cover the Johnny white settings so if I show them to you I can set these so let's suppose I want to send a message to our again so I can define something like this which goes out to all signatories I can just set it once after that I can click Save now that I'm happy with how it looks I click Next this page shows me a preview of how my template is going to look I'm happy with how it appears but if I want to I can also change where these signatures will be displayed so to quickly show you I can set custom coordinates so let's suppose I want the first sign to appear here which will be me and I want the borrower signature to appear here so I can define where this is going to be I can copy it paste it on all so all in all pages the same location will be there for the signatures now happy with how it looks I just click Save so here you go this is my published workflow and covers this part of the video which is how to create a workflow in the third part of the video I'll be telling you how to run a workflow at three ways to run over your dashboard excel upload an EP app to run a workflow using dashboard login to view your legality as port after that click on workflow and here you will be displayed a list of your existing same workflow so if you remember I had created a workflow called test123 so I bought here and click on use dashboard so this is how it appears as you see all the previous settings have been defined for me so the service agreement is already that the stamp paper of bengal is already there i cannot change it however what your agent can do is define some parameters like document name and internal reference number so maybe the naming convention in my organization is don't date so I can enter something like this and maybe you have an interval since number so let me just do that so as you can see I don't have many options to change I can only set these next I go here is my template it looks good what your agent can do is define these think fields so this is what your agent will have a cell next page takes me to the invitees page as you can see I'd already set myself to be the second signatory here I can set the first signatory so let's suppose I want to send the document to us my friend caller is there so I can do that if you notice I cannot change any settings here so if I click on more options I cannot disable anything that is because once the workflow is created it uses the same settings each time so now I click on next I get a preview of my document here as you can see this is how my document looks like with a stamp paper of s penguin so this is perfect my custom coordinates which I said earlier pure fine so now that I'm happy with how it looks I just send out an invitation so now my custom template which I executed using over flow through the dashboard has been sent out and this is how you use a workflow using the dashboard so even executing a workflow using the dashboard each time can be tedious so the way around it is to use the feature we called excel upload so what you do is you go to a flow select the work who you want to run and you click on download excel template you just go through this you save it for the purposes of this video I have already prefilled my excel file so this is how it looks like I have the document name the internal reference number I have defined each field you and I've also set those signatory names for each time the per-flow is to be executed so one thing to note here is that every row is one document every row in this time like suppose this time it's going to be table II and me we're going to be signing this doctrine the next time it's going to be under clipper tail and me who are going to be signing this document so using the excel upload feature you can batch process your documents so if I have maybe even a if I have to execute this document 100 times I can just specify all the 100 configurations in one go and that's it and I go and I click on upload like select my excel upload file let's say bless this and I click on upload so that's it the file is being done right now as you can see this time it's been executed and this is how you use the Excel upload feature to run overclock the third way to run a workflow is to use the high quality API most recently we have significantly changed our API is to make using workflows seamless you see in our old API every API call included each parameter of the signing flow sometimes leading up to sixty five lines of code being sent to configure a single workflow use we have greatly simplified this in our API 3.0 as you see here now the new API is very short it carries the workflow ID and some details of the variable fields as you have to find them when creating the workflow so in effect the workflow is configured using the dashboard and the API is only used to run the workflow if you want to change your workflow settings let's say you want to add an invitee or you want to change some signature settings you can easily make them using the dashboard your API call will only carry with it variable fields of the workflow we made this change for two reasons first we notice that workflows were mainly used by business teams of organizations so we wanted to give control over configuring workflows to the business or the non tech users of your organization this will make it easier for your business teams to make changes in workflow configurations and as a result the involvement of your tech team reduces and is only needed at the very end this greatly reduces the turnaround time secondly we wanted to reduce the complexity of our API code now with a simpler API call there are fewer chances of any mistakes so there you have it this was an overview on the need for workflows and how to create and run them we'll be posting a lot more content on workflows very soon do reach out to us at contact at legality if you are interested in using a platform and if you're already a legality user do reach out to our support team for more details thank you for your time