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Evisort
Last Updated: 2023-06-23
Set Up Signing Workflows

Set Up Signing Workflows

Enable access to
Workflow Builder
.
Upload documents to workflows.
Identify users, groups, or departments as signers.
You can configure who signs a document, establish the signing order, and manage signer responsibilities in Workflow Builder. You can apply conditions to dynamically add or remove recipients, and track signing status throughout the workflow.
  1. Click
    Workflow
    .
  2. On the
    Workflow Builder
     tab, select a workflow.
    1. Select a user, group, or department as the recipient.
    2. (Optional) Click
      Specify Condition
      . You can define conditions to dynamically add or remove signers.
  3. Click
    Sign
    .
  4. Assign a signing coordinator by selecting
    Ticket Submitter
     or a workspace user.
    The signing coordinator monitors the signing process and ensures all signers complete their actions.
    Avoid modifying the signing order or recipients directly in the eSignature tool such as Docusign, as it may cause discrepancies in the workflow.
    The application automatically routes signers in the order of workflow stages.
  5. In Docusign, specify the signing order.
    You can maintain the signing order or modify it to allow all recipients to sign simultaneously.
    eSignature Statuses
    Use the eSignature status indicators to track each signer's actions during the signing phase.
    Status
    Description
    Signature Request Not Sent
    The sender didn't send the document for signature.
    Signature Pending
    The sender sent the document and is waiting for the signer to act.
    Signed
    The signer completed the e-signature.
    Signed via Upload
    The person who signed the document externally and uploaded it manually using wet ink or an unsupported tool.
You configure the signing process, and the workflow tracks the signer's progress based on the defined conditions and signing order.
Monitor signer progress using the
eSignature Status
 field.
Test the workflow to verify expected signer behavior.
Proceed to the next workflow phase once all signers have completed their action.