--- title: How to use saved workflows in future signature requests description: "Applying saved workflows\n\nSaved workflows in Signit can be reused to simplify signature requests for recurring processes. Here’s how to use them:" --- ![company logo](https://help.signit.sa/hs-fs/hubfs/Z4MUO5azA13OIOuCoUMMd6HAfwCwhCLypw.png?height=120&name=Z4MUO5azA13OIOuCoUMMd6HAfwCwhCLypw.png) [Signit Help Center](https://help.signit.sa/en/migrated) - [Go to signit.sa](https://signit.sa) - [Create New Ticket +](https://help.signit.sa/en/migrated/kb-tickets/new) - [Go to Customer Portal](https://25733111.hs-sites-eu1.com/tickets-view) - [العربية - مصر](https://help.signit.sa/ar-eg/migrated) Workflow customization - [Getting started](https://help.signit.sa/en/migrated/getting-started) - [Introduction](https://help.signit.sa/en/migrated/getting-started#introduction) - [Account setup](https://help.signit.sa/en/migrated/getting-started#account-setup) - [User roles and permissions](https://help.signit.sa/en/migrated/getting-started#user-roles-and-permissions) - [Support and help](https://help.signit.sa/en/migrated/getting-started#support-and-help) - [Account and security](https://help.signit.sa/en/migrated/account-and-security) - [User profile management](https://help.signit.sa/en/migrated/account-and-security#user-profile-management) - [Account security](https://help.signit.sa/en/migrated/account-and-security#account-security) - [Language settings](https://help.signit.sa/en/migrated/account-and-security#language-settings) - [Managing users and permissions](https://help.signit.sa/en/migrated/account-and-security#managing-users-and-permissions) - [Document preparation and workflows](https://help.signit.sa/en/migrated/document-preparation-and-workflows) - [Preparing signature requests](https://help.signit.sa/en/migrated/document-preparation-and-workflows#preparing-signature-requests) - [Adding participants](https://help.signit.sa/en/migrated/document-preparation-and-workflows#adding-participants) - [Customizing document fields](https://help.signit.sa/en/migrated/document-preparation-and-workflows#customizing-document-fields) - [Workflow customization](https://help.signit.sa/en/migrated/document-preparation-and-workflows#workflow-customization) - [Sending documents and managing signature requests](https://help.signit.sa/en/migrated/sending-documents-and-managing-signature-requests) - [Sending a signature request](https://help.signit.sa/en/migrated/sending-documents-and-managing-signature-requests#sending-a-signature-request) - [Using templates](https://help.signit.sa/en/migrated/sending-documents-and-managing-signature-requests#using-templates) - [Bulk sending](https://help.signit.sa/en/migrated/sending-documents-and-managing-signature-requests#bulk-sending) - [Document tracking and management](https://help.signit.sa/en/migrated/document-tracking-and-management) - [Document tracking](https://help.signit.sa/en/migrated/document-tracking-and-management#document-tracking) - [Managing active documents](https://help.signit.sa/en/migrated/document-tracking-and-management#managing-active-documents) - [Downloading and printing documents](https://help.signit.sa/en/migrated/document-tracking-and-management#downloading-and-printing-documents) - [Document sharing and collaboration](https://help.signit.sa/en/migrated/document-tracking-and-management#document-sharing-and-collaboration) - [Reports and insights](https://help.signit.sa/en/migrated/reports-and-insights) - [Dashboard overview](https://help.signit.sa/en/migrated/reports-and-insights#dashboard-overview) - [Document reports](https://help.signit.sa/en/migrated/reports-and-insights#document-reports) - [User activity reports](https://help.signit.sa/en/migrated/reports-and-insights#user-activity-reports) - [Integrations and API](https://help.signit.sa/en/migrated/integrations-and-api) - [API overview](https://help.signit.sa/en/migrated/integrations-and-api#api-overview) - [API usage and examples](https://help.signit.sa/en/migrated/integrations-and-api#api-usage-and-examples) - [Integrations with third-party platforms](https://help.signit.sa/en/migrated/integrations-and-api#integrations-with-third-party-platforms) - [Advanced features](https://help.signit.sa/en/migrated/advanced-features) - [Custom branding](https://help.signit.sa/en/migrated/advanced-features#custom-branding) - [Signature and stamp customization](https://help.signit.sa/en/migrated/advanced-features#signature-and-stamp-customization) - [Automation and advanced workflows](https://help.signit.sa/en/migrated/advanced-features#automation-and-advanced-workflows) - [Troubleshooting and common issues](https://help.signit.sa/en/migrated/troubleshooting-and-common-issues) - [Login issues](https://help.signit.sa/en/migrated/troubleshooting-and-common-issues#login-issues) - [Document issues](https://help.signit.sa/en/migrated/troubleshooting-and-common-issues#document-issues) - [API troubleshooting](https://help.signit.sa/en/migrated/troubleshooting-and-common-issues#api-troubleshooting) - [System errors and performance](https://help.signit.sa/en/migrated/troubleshooting-and-common-issues#system-errors-and-performance) - [Frequently asked questions (FAQs)](https://help.signit.sa/en/migrated/frequently-asked-questions-faqs) - [General (FAQs)](https://help.signit.sa/en/migrated/frequently-asked-questions-faqs#general-faqs) [Back to home](https://help.signit.sa/en/migrated) 1. [Signit Help Center](https://help.signit.sa/en/migrated) 2. [Document preparation and workflows](https://help.signit.sa/en/migrated/document-preparation-and-workflows) 3. Workflow customization - [Getting started](https://help.signit.sa/en/migrated/getting-started) - [Introduction](https://help.signit.sa/en/migrated/getting-started#introduction) - [Account setup](https://help.signit.sa/en/migrated/getting-started#account-setup) - [User roles and permissions](https://help.signit.sa/en/migrated/getting-started#user-roles-and-permissions) - [Support and help](https://help.signit.sa/en/migrated/getting-started#support-and-help) - [Account and security](https://help.signit.sa/en/migrated/account-and-security) - [User profile management](https://help.signit.sa/en/migrated/account-and-security#user-profile-management) - [Account security](https://help.signit.sa/en/migrated/account-and-security#account-security) - [Language settings](https://help.signit.sa/en/migrated/account-and-security#language-settings) - [Managing users and permissions](https://help.signit.sa/en/migrated/account-and-security#managing-users-and-permissions) - [Document preparation and workflows](https://help.signit.sa/en/migrated/document-preparation-and-workflows) - [Preparing signature requests](https://help.signit.sa/en/migrated/document-preparation-and-workflows#preparing-signature-requests) - [Adding participants](https://help.signit.sa/en/migrated/document-preparation-and-workflows#adding-participants) - [Customizing document fields](https://help.signit.sa/en/migrated/document-preparation-and-workflows#customizing-document-fields) - [Workflow customization](https://help.signit.sa/en/migrated/document-preparation-and-workflows#workflow-customization) - [Sending documents and managing signature requests](https://help.signit.sa/en/migrated/sending-documents-and-managing-signature-requests) - [Sending a signature request](https://help.signit.sa/en/migrated/sending-documents-and-managing-signature-requests#sending-a-signature-request) - [Using templates](https://help.signit.sa/en/migrated/sending-documents-and-managing-signature-requests#using-templates) - [Bulk sending](https://help.signit.sa/en/migrated/sending-documents-and-managing-signature-requests#bulk-sending) - [Document tracking and management](https://help.signit.sa/en/migrated/document-tracking-and-management) - [Document tracking](https://help.signit.sa/en/migrated/document-tracking-and-management#document-tracking) - [Managing active documents](https://help.signit.sa/en/migrated/document-tracking-and-management#managing-active-documents) - [Downloading and printing documents](https://help.signit.sa/en/migrated/document-tracking-and-management#downloading-and-printing-documents) - [Document sharing and collaboration](https://help.signit.sa/en/migrated/document-tracking-and-management#document-sharing-and-collaboration) - [Reports and insights](https://help.signit.sa/en/migrated/reports-and-insights) - [Dashboard overview](https://help.signit.sa/en/migrated/reports-and-insights#dashboard-overview) - [Document reports](https://help.signit.sa/en/migrated/reports-and-insights#document-reports) - [User activity reports](https://help.signit.sa/en/migrated/reports-and-insights#user-activity-reports) - [Integrations and API](https://help.signit.sa/en/migrated/integrations-and-api) - [API overview](https://help.signit.sa/en/migrated/integrations-and-api#api-overview) - [API usage and examples](https://help.signit.sa/en/migrated/integrations-and-api#api-usage-and-examples) - [Integrations with third-party platforms](https://help.signit.sa/en/migrated/integrations-and-api#integrations-with-third-party-platforms) - [Advanced features](https://help.signit.sa/en/migrated/advanced-features) - [Custom branding](https://help.signit.sa/en/migrated/advanced-features#custom-branding) - [Signature and stamp customization](https://help.signit.sa/en/migrated/advanced-features#signature-and-stamp-customization) - [Automation and advanced workflows](https://help.signit.sa/en/migrated/advanced-features#automation-and-advanced-workflows) - [Troubleshooting and common issues](https://help.signit.sa/en/migrated/troubleshooting-and-common-issues) - [Login issues](https://help.signit.sa/en/migrated/troubleshooting-and-common-issues#login-issues) - [Document issues](https://help.signit.sa/en/migrated/troubleshooting-and-common-issues#document-issues) - [API troubleshooting](https://help.signit.sa/en/migrated/troubleshooting-and-common-issues#api-troubleshooting) - [System errors and performance](https://help.signit.sa/en/migrated/troubleshooting-and-common-issues#system-errors-and-performance) - [Frequently asked questions (FAQs)](https://help.signit.sa/en/migrated/frequently-asked-questions-faqs) - [General (FAQs)](https://help.signit.sa/en/migrated/frequently-asked-questions-faqs#general-faqs) # 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. ![](https://help.signit.sa/hs-fs/hubfs/image-png-Jan-16-2025-08-21-47-1090-AM.png?width=1270&height=470&name=image-png-Jan-16-2025-08-21-47-1090-AM.png) **      3.  Apply the workflow** : 1. - 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. ![company logo](https://help.signit.sa/hs-fs/hubfs/SIGNIT%20LOGO%20BILINGUAL%20-%20Banner.png?height=120&name=SIGNIT%20LOGO%20BILINGUAL%20-%20Banner.png) Signit Help Center - [Go to signit.sa](https://signit.sa) - [Create New Ticket +](https://help.signit.sa/en/migrated/kb-tickets/new) - [Go to Customer Portal](https://25733111.hs-sites-eu1.com/tickets-view) - [Privacy Policy](https://null) - [Terms of Use](https://null)