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How to customize and save workflows

Steps to create and save a custom workflow Signit allows you to create tailored workflows for specific signing processes and save them for future use. Here’s how to do it:

  1. Set up participants:

    • Add all required participants in the Add Participants step of the document preparation process.
    • Assign roles and set their signing order if using a sequential workflow.

  2. Enable workflow customization:

    • In the participant section, toggle on the Set Workflow option to arrange participants in a specific sequence.
    • Drag and drop participants to reorder them as needed.

  3. Add workflow settings:

    • Define advanced options, verification methods.

  4. Save the workflow:

    • Once the workflow is fully configured, click the Save Workflow button.
    • Provide a name for the workflow to identify it easily in the future.

Tip: Saved workflows help standardize recurring document processes, saving time and reducing errors.