Advanced User Training - Portfolios

Portfolios

Think of a Portfolio as an envelope or a file, like a lever-arch file. In the physical world, you are used to filing multiple documents of a single subject (person, company, subject matter, etc.) in one file. You could also send a number of different documents you need signed by someone, to them in a single envelope - say, via courier - and they could return them after signing, perhaps together with any additional documentation you requested from them in the same envelope.SigniFlow Portfolio offers you the same functionality, only in the digital world. A SigniFlow Portfolio is a named, single file or envelope that can accumulate multiple documents that have been workflowed and signed, in combination with other documents you (or anyone you have shared the portfolio with) have uploaded into the portfolio.

Course Modules


Overview - Part 1

This video gives you a broad overview of SigniFlow's Portfolios feature. A SigniFlow Portfolio is a named, single file or envelope that can accumulate multiple documents that have been workflowed and signed, in combination with other documents you (or anyone you have shared the portfolio with) have uploaded into the portfolio.

Length: 1:41 min
Total length of lesson

Overview - Part 2This video gives you a broad overview of SigniFlow's Portfolios feature. It is part two of a two-part series on Portfolios. A SigniFlow Portfolio is a named, single file or envelope that can accumulate multiple documents that have been workflowed and signed, in combination with other

Length: 5:45 min

Total length of lesson
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