Adding a Document in ATLAS Firma Follow

Pre-requisites: Okta account
    Topics Covered
  • Adding a Form in Firma
    Target Users
  • All Users
    Required Permissions
  • Okta

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The ‘My Forms’ dashboard appears upon logging into ATLAS Firma.  Here users can see every form associated with their profile.  

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From the ‘My Forms’ page, select ‘Add Form.’

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Click the Drop form to sign here icon to upload a new form.  Select the file from the File Explorer and click Open.

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After uploading a file, hover mouse over doc is AUTOMATICALLY in signing mode.  Hover and with just one click users can place the signature block anywhere on the form. 

On the ‘Create Form’ page, users can place Add Signature steps to any location on the newly imported form.  Drag the orange Add Signature block to the desired signature location.  Next, users can assign the signature workflow to any Okta user.

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Once the Step title and Assigned to portions are completed, select ‘Close.’

The right panel shows the signature steps in the workflow.  Users can add as many steps (signature assignments) in the workflow as needed to complete the form.

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