Custom Form Uploads

Contents

• About
• Adding a custom document to an in-flight workflow
• Removing custom documents from workflows
• Date format settings
• Custom Form Upload Workflow

Adding a custom document to an in-flight workflow

Uploading Files

• Navigate to the response that you want to add a document to and begin uploading custom documents by either:
• Selecting “Upload Document” and "Custom Forms"

• Or, If you are the active signatory, select “Add Custom Forms” from the top right

• Drag and drop one or multiple documents into the file upload section some text
  • All files must be PDFs

• Once you have uploaded all the required files, select “Next: Add Signature Fields”

Adding signature and date fields

• Select the first signatory who is required to sign the document from the drop-down list in the right panel 
• Once you have selected the correct signatory, click and drag the signature or initials field to add it to the document
• Once placed on the document, you can drag to move or re-size the signature, initial or date fields as needed

• Repeat these steps for any other signature fields needed
  • There is no limit to the number of signature fields or the number of signatories who can sign one document
• After all required signature fields have been added, Click “Next: Edit Visibility”

Modifying the visibility of the document(s)

• If the uploaded documents should not be visible to all signatories, you can use the toggles on the right-hand side to hide the documents from specific signatories
  • If a signatory has a signature field assigned to them on one or more of the documents, it must be visible to them. These signatories will have a lock beside them, indicating that the visibility cannot be modified
• When a toggle is turned off on a signatory, they will not see the custom documents when reviewing the rest of their document package

Submitting Documents

• When the documents are ready to be added to the workflow, click “Review and Submit” to continue
• After you confirm that the documents are ready to be sent, the documents will be added to the workflow and will appear in the documents table

A new link will be sent to the appropriate form role when adding custom forms to an in-flight workflow. Previous links will be marked as 'Expired'.

Removing a custom document from an in-flight workflow

If the documents are no longer needed in the workflow you can click the menu button on the side of the document you wish to remove and click “Delete document”

• This will remove it from the workflow and the documents table
• If any signatories have already signed the document prior to deleting it, the workflow will be resent for them to review the changes made to the final document package

Date format settings

To change the format of signature dates on all Custom Form Uploads in your organization, follow these steps:

1. Navigate to Settings > Workflow Settings
2. Select the preferred date format from the Default Date Format dropdown menu
3. Save Changes

Note: Only owners of an organization can access the Workflow Settings page

Custom Form Upload Workflow

The Custom Form Upload workflow allows users to upload and sign PDF documents on an ad-hoc basis. This flexible workflow supports up to seven signatories, making it ideal for documents that require multiple approvals or signatures.

You can initiate this workflow the same way as any other.

For more details on sending workflows, click here to read our guide.

Step-by-Step Instructions

1. Launch the Workflow

From the main workflows tab, select the Custom Form Upload workflow.

2. Select Participants

‍‍You’ll be prompted to:

• Optionally assign an Investor‍
• Choose the number of additional signatories required (up to seven in total)
  

Each role will be added to the signing sequence accordingly.

3. Assign the Internal End User

The Internal End User is the person responsible for uploading the documents to be signed. Assign this role to the appropriate team member.

4. Uploading and Signing

Once in the Internal End User role, you’ll see a prompt with instructions to begin the upload process.

Use the Custom Form Upload feature just as you would with any standard workflow:

• Upload the PDF(s) that require signatures.
  
• Place signature fields and other inputs as needed.
  
• Proceed through the signing flow until all parties have completed their sections.
  

The signed documents will then be available for review and download in the Responses tab.

If you have any questions, please feel free to contact success@makofintech.com!