Before you start
Prepare your work email, organization name, and category/approver policies. Use synthetic data while learning. Do not share accounts.1
Sign in or accept an invitation
Open DekaSign. Use the invited email address. To create an organization, follow the onboarding available to your account. If the organization is missing, ask the Owner to check your invitation and membership status.
2
Complete organization settings
The Owner opens Settings and checks the organization profile, email domain, logo, and theme. Confirm the workspace subdomain before entering data.
3
Assign roles and categories
Add members with the appropriate roles. Create categories through Request Forms / Add category or the settings available to Owners/Admins. Explicitly grant form access and category approval authority.
4
Set up email
Email is the baseline channel. Use DekaSign email or configure your SMTP/API channel, test it, then activate it. Add WhatsApp only as an add-on when the provider is ready.
5
Design and test
Save a form, select a category, design a serial workflow, and assign approvers, Rules, and output routes. Run Validate and Sandbox before Publish.
6
Submit and complete
The requester selects an authorized category/form card, fills in data and attachments, reviews, and submits. Approvers act on their assigned tasks. For revisions, the requester corrects and resubmits the same request.
Choose a learning path
- Accounts, onboarding, and roles
- Organization settings
- Form Builder
- Approval Workflow Engine
- Document Sign
Publish is not Submit. Approving one node does not necessarily complete the workflow or signing package.