How To: Navigate to the Signer Editor

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Accessing the Signer Editor in order to modify the signer behavior in a workflow.

For Existing Workflows

  1. Navigate to the Workflow you would like to modify.
  2. Click on the pencil icon to the right of the Workflow title.

Workflow Dashboard Edit Menu

  1. Click on "Edit Workflow"
  2. You will be redirected to the Workflow Editor. The Workflow Editor has a toolbar with 3 tabs:

    • Edit Web Forms
    • Edit PDFs
    • Edit Signers

    The default starting tab should be "Edit Web Forms" which will show you the Web Form Editor.

workflow-edit-toolbar

  1. Click on the "Edit Signers" which will show you the Signer Editor.

For New Workflows

  1. Navigate to the Anvil dashboard.
  2. Click on the + icon next to the header WORKFLOWS on the left-side navigation.

Workflows Column

  1. Upload a PDF you would like to convert into an Anvil Workflow.
  2. You will be automatically redirected to the PDF Editor. Draw any necessary boxes and then click the "Next: Edit Web Form" Button at the bottom right corner of the screen. Alternitavely, you can click on the "Edit Web Form" tab in the top tool bar.

workflow-edit-toolbar

  1. Edit the Web Form in the Web Form Editor.
  2. Click the "Next: Add Signers" Button at the bottom right corner of the screen, which will show you the Signer Editor.

How To: Navigate to the PDF Editor →
How To: Navigate to the Web Form Editor →
How To: Navigate to the WorkFlow Dashboard →

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