Workflows

Define the order and method in which recipients act on documents.

A Workflow determines the order in which recipients receive and act on a document.

Types of workflows:

• Serial – Recipients sign one after another in sequence. (e.g., Legal → CFO)

• Parallel – All recipients can sign independently at the same time.

• In-Person – Face-to-face signing on your device, in real time.

Example:

• Use Serial when a legal team must approve before the CFO signs.

• Use Parallel when multiple department heads can sign simultaneously.

• Use In-Person when finalizing documents with a client in a meeting.