To create a signature workflow in CashCloud, follow these steps:
Navigate to the Signature Workflow Section
Access Settings: On the left-hand menu, click on the Settings icon (gear icon).
Go to Workflows: Expand the Workflows section and select Signature Workflows.
Enter Signature Workflow Details
Click on Create Signature: On the Signature Workflows page, click the Create Signature button.
Fill in the Basic Information:
Signature Name: Enter a unique name for your signature workflow.
Bank Accounts: Select the bank accounts associated with this signature.
Value Range: Set the minimum and maximum value for the payments that will require a signature.
Payment Types: Choose the types of payments that will require signatures (e.g., ACH, Check).
.Configure the Signature Workflow
Select a Signature Configuration:
Configure Signature Flow: Choose this option to set up a detailed workflow that specifies which users will sign the payments.
Auto Sign: Automatically signs payments that meet the criteria.
Auto Reject: Automatically rejects payments that don't meet the criteria.
Choose the Signature Type:
Select from options such as One Digital Signature, Two Digital Signatures, or Wet Signature.
Assign Users:
Select the users who will be responsible for signing the payments.
Save and Activate the Signature Workflow
Review Details: Ensure all the information is correct.
Create Signature: Click the Create Signature button at the top right to save your workflow.
Your signature workflow is now active. You can edit or delete it anytime from the Signature Workflows section.