{"id":42220,"date":"2024-03-25T12:04:24","date_gmt":"2024-03-25T11:04:24","guid":{"rendered":"https:\/\/www.viafirma.com\/es\/?post_type=ayuda&#038;p=42220"},"modified":"2026-02-25T15:19:14","modified_gmt":"2026-02-25T14:19:14","slug":"guardar-importar-flujo-firmantes-plantillas","status":"publish","type":"ayuda","link":"https:\/\/www.viafirma.com\/es\/documentacion\/guardar-importar-flujo-firmantes-plantillas\/","title":{"rendered":"Guardar e importar flujos de firmantes para usar en plantillas."},"content":{"rendered":"<p>En esta gu\u00eda vamos a explicarte paso a paso como configurar los firmantes en una plantilla y guardar posteriormente los firmantes usados en la solicitud para su uso futuro.<\/p>\n<p>Una vez est\u00e9s en el primer paso en la redacci\u00f3n de la solicitud al subir un documento, haz clic en el icono que sale a la derecha y ver\u00e1s la siguiente opci\u00f3n:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-98473 size-large aligncenter\" src=\"https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/03\/flujos_1-1024x467.png\" alt=\"Aplicar una plantilla\" width=\"1024\" height=\"467\" srcset=\"https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/03\/flujos_1-1024x467.png 1024w, https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/03\/flujos_1-300x137.png 300w, https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/03\/flujos_1-768x350.png 768w, https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/03\/flujos_1-1536x701.png 1536w, https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/03\/flujos_1.png 1887w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">As\u00ed puedes aplicar toda la configuraci\u00f3n ya establecida en una plantilla de Viafirma Documents(independientemente del documento con el que ya estuviera la plantilla asociada).<\/span><\/p>\n<p>Al traerte esa plantilla tu documento dispondr\u00e1 de firmas y evidencias ya configuradas anteriormente. Con esta nueva opci\u00f3n que definimos en esta gu\u00eda, no solo vas a poder tener guardada estas pol\u00edticas, sino definir los firmantes para usarlo reiteradamente.<\/p>\n<p>Primero de todo asocia cada una de las evidencias con un IDENTIFICADOR del receptor de esa pol\u00edtica. Aqu\u00ed se observa como se asocia la primera firma cliente al ID de un firmante.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-42246 size-large\" src=\"https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/03\/flujo2-1024x432.png\" alt=\"Asignar firmante\" width=\"1024\" height=\"432\" srcset=\"https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/03\/flujo2-1024x432.png 1024w, https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/03\/flujo2-300x126.png 300w, https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/03\/flujo2-768x324.png 768w, https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/03\/flujo2-1536x648.png 1536w, https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/03\/flujo2.png 1862w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">Con esto al enviar un documento para firmar y aplicar una plantilla configurada de esta forma en la pantalla de Firmantes te saldr\u00e1 algo as\u00ed, donde ya est\u00e1n configurados los firmantes que participan en el proceso.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Una vez preparado documento y firmas puedes usar el flujo de firmantes para que el proceso se automatice. Estando en esta pantalla edita los datos de los firmantes, ejemplo:<\/span><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-98474 size-large aligncenter\" src=\"https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/03\/flujos_2-1024x466.png\" alt=\"Editar firmante\" width=\"1024\" height=\"466\" srcset=\"https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/03\/flujos_2-1024x466.png 1024w, https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/03\/flujos_2-300x136.png 300w, https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/03\/flujos_2-768x349.png 768w, https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/03\/flujos_2-1536x699.png 1536w, https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/03\/flujos_2.png 1884w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">\u00a0\u00a0\u00a0\u00a0<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-98475 size-full aligncenter\" src=\"https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/03\/flujos_3.png\" alt=\"Detalle editar firmante\" width=\"587\" height=\"586\" srcset=\"https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/03\/flujos_3.png 587w, https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/03\/flujos_3-300x300.png 300w, https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/03\/flujos_3-150x150.png 150w\" sizes=\"auto, (max-width: 587px) 100vw, 587px\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-98476 size-full aligncenter\" src=\"https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/03\/flujos_4.png\" alt=\"\" width=\"593\" height=\"584\" srcset=\"https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/03\/flujos_4.png 593w, https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/03\/flujos_4-300x295.png 300w\" sizes=\"auto, (max-width: 593px) 100vw, 593px\" \/><\/p>\n<p>Realiza el mismo proceso con cada uno de los firmantes y tendr\u00e1s algo as\u00ed. Una vez conforme con la edici\u00f3n guardamos este listado de firmantes.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-98477 size-full aligncenter\" src=\"https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/03\/flujos_5.png\" alt=\"\" width=\"650\" height=\"341\" srcset=\"https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/03\/flujos_5.png 650w, https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/03\/flujos_5-300x157.png 300w\" sizes=\"auto, (max-width: 650px) 100vw, 650px\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-98478 size-full aligncenter\" src=\"https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/03\/flujos_6.png\" alt=\"Guardar firmantes\" width=\"695\" height=\"242\" srcset=\"https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/03\/flujos_6.png 695w, https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/03\/flujos_6-300x104.png 300w\" sizes=\"auto, (max-width: 695px) 100vw, 695px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Para ello, nombra al flujo y\u00a0 guarda. <\/span><span style=\"font-weight: 400;\">En este punto puedes tambi\u00e9n compartir ese flujo con el resto de los integrantes del grupo y que todos lo puedan usar.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-98479 size-full aligncenter\" style=\"font-weight: inherit;\" src=\"https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/03\/flujos_7.png\" alt=\"Detalle flujo firmantes\" width=\"652\" height=\"561\" srcset=\"https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/03\/flujos_7.png 652w, https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/03\/flujos_7-300x258.png 300w\" sizes=\"auto, (max-width: 652px) 100vw, 652px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Si haces esto autom\u00e1ticamente en la siguiente pantalla ya aparecer\u00e1n las evidencias asignadas a cada firmante:<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-98480 size-large aligncenter\" src=\"https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/03\/flujos_8-1024x462.png\" alt=\"Asignar campos de firma\" width=\"1024\" height=\"462\" srcset=\"https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/03\/flujos_8-1024x462.png 1024w, https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/03\/flujos_8-300x135.png 300w, https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/03\/flujos_8-768x346.png 768w, https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/03\/flujos_8-1536x693.png 1536w, https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/03\/flujos_8.png 1905w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Y adem\u00e1s, si decides hacerlo as\u00ed , la pr\u00f3xima vez que uses esta plantilla si importas el flujo que has hecho de esa forma, se asignan directamente las evidencias sin necesidad de hacer nada m\u00e1s, optimizando nuestros procesos de firma.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-98481 size-full aligncenter\" src=\"https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/03\/flujos_9.png\" alt=\"Aplicar una plantilla\" width=\"686\" height=\"475\" srcset=\"https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/03\/flujos_9.png 686w, https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/03\/flujos_9-300x208.png 300w\" sizes=\"auto, (max-width: 686px) 100vw, 686px\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-98482 size-full aligncenter\" src=\"https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/03\/flujos_10.png\" alt=\"Importar flujos de firmantes\" width=\"719\" height=\"482\" srcset=\"https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/03\/flujos_10.png 719w, https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/03\/flujos_10-300x201.png 300w\" sizes=\"auto, (max-width: 719px) 100vw, 719px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-98483 size-full aligncenter\" src=\"https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/03\/flujos_11.png\" alt=\"Seleccionar flujo de firmantes\" width=\"677\" height=\"638\" srcset=\"https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/03\/flujos_11.png 677w, https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/03\/flujos_11-300x283.png 300w\" sizes=\"auto, (max-width: 677px) 100vw, 677px\" \/><\/p>\n","protected":false},"template":"","meta":{"_acf_changed":false,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"default","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center 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