Workflows are super powerful for multi-step onboarding processes. What if all you want is send 10 documents for signing to one person?
Go to a portal Documents tab (or any subfolder)
Upload your documents
Multi-select them
Choose "Create portal workflow" icon
Rename the workflow if needed and hit 'create'
You wll then have 2 options:
Option 1: send the workflow to your client. The client will be able to approve each document in turn, but the signatures will be appended to the end of the document on a 'technical certificate' page
Option 2: configure each document to place signature fields on the dotted lines. Send to the client once done
