Can anyone guide me how to use Maestro - initiating a workflow for self service forms?
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Hello
Thank you for reaching out here in the Docusign Community.
I understand you are looking for information on how to use our new product Maestro to create a workflow.
Please note that Maestro is only available for IAM plans: IAM plans
To create a workflow in Maestro you need to:
- Review the information on creating a basic workflow.
- Gather information on the participants who will be involved in the agreement process.
- Determine the data that will be required at runtime for the workflow.
- Decide if you want to start the agreement process by sending an email invitation to a participant.
- Consider if you want to gather data from participants using a stand-alone web form.
- Decide if you want to include an identity verification step for participants.
- Select the template you want to use in the agreement process.
- Decide if you want to use a branching rule in your workflow.
- Watch the video on creating agreement workflows for further guidance.
The following links might be of help:
Let us know if you need further assistance with this.
Best regards,
Nathaly | Docusign Community Moderator
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