Workflows
Design signing sequences and automate your process.
Workflows#
Workflows orchestrate the signing process. They define who signs, in what order, and what documents are involved.
Creating a Workflow#
Navigate to your project, go to the Workflows tab, and click New Workflow. Give it a name and description.
Adding Steps#
Each workflow consists of steps. A step references a template and assigns it to recipients:
- Select a template — choose from your project's templates
- Define recipients — set roles (e.g., "Client", "Witness", "Internal Approver")
- Set the sequence — parallel (everyone signs at once) or sequential (ordered signing)
Workflow Variables#
Variables defined in templates bubble up to the workflow level. When creating an envelope from a workflow, you'll be prompted to fill in all required variables.
Signing Sequence#
| Mode | Description | Use Case | | -------------- | ---------------------------------- | ----------------- | | Parallel | All recipients sign simultaneously | Simple agreements | | Sequential | Recipients sign in order | Approval chains |
Tips#
- Start simple — single-template, parallel signing workflows
- Name roles clearly — "Client Signatory" vs "Signer 1"
- Test the flow — create a test envelope before going live