Configuring Workflow
Configuring Workflow for Participants
After adding all required participants to the envelope, the initiator must configure the workflow settings for each participant individually. This step defines how, when, and in what role each participant will interact with the document during the signing journey.
Accessing Participant Configuration
Click on a participant from the participant list on the left
The configuration panel opens on the right for the selected participant
Settings configured here apply only to the selected participant
Each participant must be reviewed and configured before proceeding to the next step.
Workflow Type
The Workflow Type determines how this participant’s signing action is sequenced in the overall signing process.
Available options:
Serial – The participant signs only after the previous participant completes their action
Parallel – The participant can sign at the same time as other participants
Hybrid – A combination of serial and parallel signing, where selected participants sign together while others sign in a defined sequence
In-Person – Used when signing is performed in a controlled, in-person scenario
This setting defines the order and dependency of signing actions across participants.
Role
The Role defines what action the participant can perform on the document.
Available roles include:
Signer – The participant is required to sign the document
Reviewer – The participant can review the document without signing
CC Recipient – The participant receives a copy for reference only
Role selection directly affects whether the participant is required to complete an action for the workflow to progress.
Signing Type
The Signing Type determines how the signature is applied for the participant.
Common options:
Manual – The participant actively signs the document
Automated – The signature is applied automatically based on configured rules (if enabled for the account). This works with eSignatures and BYOK (Bring Your Own Keys).
This option is typically selected based on business requirements and participant type.
Participant Will Sign With
This setting defines the signature method used by the participant.
eSignature
Allows signers to apply an electronic signature using platform-supported methods such as typed, drawn, or image-based signatures.
Suitable for low to medium risk transactions and high-volume workflows.
Digital Signature (Token or Smart Card)
Enables signing using a cryptographic digital signature backed by a hardware token or smart card.
Provides higher assurance, signer identity binding, and non-repudiation.
Commonly used for regulated, contractual, or compliance-driven documents.
Note: The availability of other signing methods such as Qualified Electronic Signatures in EU, AADHAAR eSign or country specific remote signing modes depends on account configuration, regulatory requirements, and organizational policy.
Optional Settings
Optional settings allow additional controls over how the participant interacts with the document.
These may include:
Search Text – Automatically positions signature fields based on text found in the document
Anchor – Uses predefined anchors to place signature or fields accurately
These settings help streamline field placement and improve consistency across documents.
Saving Participant Configuration
After configuring the required settings, click Save
Repeat the same process for each participant in the list
Ensure all participants are properly configured before moving forward
The Next button becomes active only after all participant workflows are configured and saved.
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