Configure signing order
Last updated
Last updated
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Once you are done with adding the documents, recipients and placeholders, you need to define the order in which your workflow should proceed. SigningHub supports four different types of signing orders, see the following table for details:
| Roles | Description |
|---|---|
Serial | In a serial workflow, a single copy of the document is circulated among all the recipients in a defined (linear sequential) order and collects all signatures on it. Each recipient has to wait for their turn to process the document. Tick the "Continue workflow on decline" option, if you want the serial workflow to continue even when any recipient declines/ deletes the document. |
Parallel | In a parallel workflow, a single copy of the document is circulated among all the recipients at the same time (i.e. in a parallel order) and collects all signatures on it. The recipients can process the document in any order. Tick the "Continue workflow on decline" option, if you want the parallel workflow to continue even when any recipient declines/ deletes the document. |
Individual | In an individual workflow, an exclusive copy of the document is sent to each recipient for processing. In this case, multiple signed copies of the document are produced. |
Custom | A custom workflow is a predefined mix of serial and parallel signing orders. The recipients will have to process the document accordingly. Tick the "Continue workflow on decline" option, if you want the custom workflow to continue even when any recipient declines/ deletes the document. See the details of the custom workflow below. |
Choose the required signing order, i.e. Serial, Parallel, Individual, or Custom. By default, the signing order as defined in your role is selected.
Enable the "Continue Workflow on Decline" toggle as required, in case of a Serial, Parallel, or Custom type.
As defined above, a custom workflow can be a combination of serial and parallel workflows. It is triggered based on the specified signing order.
You can only provide a positive integer, which may or may not be in incremental order, e.g. 1, 2, 2, 3, 4, 4, 5 or 1, 2, 3, 3, 3 etc. The same numbers imply that the signing order is parallel, while incremental numbers imply that the signing order is serial.
In the above image:
Firstly, James and the placeholder user will receive the documents together in a parallel signing order, as the signing order for both these recipients is 1. The documents will not be shared with the next recipient (i.e. Electronic seal) until both these recipients complete their actions.
Secondly, these documents will proceed with the electronic seal application. When the electronic seal has been applied, the workflow will be marked as 'Completed'.
After configuring the workflow type, proceed to the Configure special privileges phase.
When changing from "Serial", "Parallel" or "Custom" to "Individual" workflow type:
All the recipients and their special privileges will be retained
The recipient Role e.g. Signer, Reviewer etc. of the first recipient will be followed
All the assigned data fields related to recipients will be deleted
When changing from "Individual" to any other workflow type:
All the recipients' roles e.g. Signer, Reviewer etc. will be retained
All the recipients' special privileges will be retained
Data fields related to recipients will be assigned to the first recipient.
