Guides
Advanced workflows
Build multi-signer workflows
Before you start
- A document with two or more parties.
- Each party's role and the fields they own.
The workflow
- Define the roles.
- Assign fields per role.
- Set the signing order.
- Configure visibility.
- Preview and send.
Step 1: Define the roles
Add a role for every signer in the template. Roles keep one template reusable across different people. See Add signers.
Step 2: Assign fields per role
Give each role the fields it completes. A role never sees another's unless you allow it. See Configure fields.
Step 3: Set the order
Decide parallel or sequential. Sequential order is right when one party's signature depends on another's.
Step 4: Configure visibility
Set which fields each signer can see beyond their own, so information flows only where it should. See Field visibility.
Step 5: Preview and send
Preview as each signer before sending. Then dispatch, each party completes their part in order.
What happens next?
Structured multi-party signing is now a reusable template. Every send enforces the same roles, fields, and order.