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How to create a signing workflow
Updated over a month ago

Important Note: "Stakeholders" are involved in signing workflows. This is a premium feature paid monthly: 7-day free trial, cancel anytime, activate it with a Booster or a Platinum plan.

You can create signing workflows using our e-contracts module. In order to set this up, your Process (or Application) must have multiple stakeholders defined.

Step 1. Add multiple stakeholders (future signers) to your checklist

  • Go to Resources>Processes and click on your Process

  • From the Configuration>Stakeholders tab you can list the stakeholders involved in signing your contracts

  • Assign e-contracts to these stakeholders to make sure they see it from their interface

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Step 2. Add your eSignatures blocks in your documents

  • Go to your checklist and select the e-contract module

  • Add signatures placeholders

Step 3. Create a signing workflow

  • Click on Signers at the top of the document

  • Activate the multi-stakeholders checkbox

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What is the end-user experience?

Your primary contact (the person who starts the process) will sign the document as part of the onboarding, then the second person will receive a notification to also sign and so on.

Note that the onboarding happens from the end-user's interface, so you'll probably need to invite secondary stakeholders to join the whole process if you've assigned to them additional line items into your checklist.

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