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How to use saved workflows in future signature requests

Applying saved workflows Saved workflows in Signit can be reused to simplify signature requests for recurring processes. Here’s how to use them:

  1. Start a new document:
    • Click on Upload Document(s) or New Document to begin a signature request.
  2. Access saved workflows:
    • In the Add Participants step, click Select Workflow from the Workflow Settings.
    • Browse the list of saved workflows and select the one you want to use.

      3.  Apply the workflow
:
    • Once selected, the saved workflow will automatically populate participant details, roles, and signing order.
    • Verify the workflow settings and make adjustments if necessary.
  2. Proceed to the next steps:
    • Continue with document preparation, field placement, and sending the signature request.

Note: Saved workflows ensure consistency in repetitive document processes and reduce setup time.