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 a workflow, see the following table for details:


Workflow Types

Roles

Description

Serial

In a serial workflow, a single copy of 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 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 document is sent to each recipient for processing. In this case multiple signed copies of the document are produced.

Custom

In a custom workflow, a single copy of document is circulated among all the recipients in a choice order, and collects all the signatures on it. You can set a combination of serial and parallel signing orders in a custom workflow. 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 custom workflow below. 



Define workflow type
After you have:


  1. Choose the required workflow type, i.e. Serial, Parallel, Individual, or Custom. The default workflow type as defined in your role is selected.



  1. Open the "Advanced Options" by clicking the adjacent  and from the "Workflow Type" tab, select the "Continue Workflow on Decline" option as required, in case of a Serial, Parallel, or Custom type. See the "Workflow Types" table for details.




  1. Click the "Save" button.


Custom Workflow

As defined above, a custom workflow can be a combination of serial and parallel workflows. It is triggered on the basis of specified signing order(s), see the red highlighted area in the below image. 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 signing order is parallel, while incremental numbers imply that signing order is serial.





In the above mentioned example:

  • Firstly, Peter and Caroline will receive these documents together in parallel order, as both these recipients are available at the signing order 1. 
  • The documents will not be shared with the next recipient (i.e. Sara) until both recipients (i.e. Peter and Caroline) complete their actions.
  • After that these documents will be shared in serial order with Sara and Mark, as they are available at the signing order 2 and 3 respectively.
  • The workflow will be marked as Completed when Mark signs the documents.
  1. ​After configuring the workflow type, proceed to the Configure special privileges phase.
  2. When changing from "Serial", "Parallel" or "Custom" to "Individual" workflow type: 
    • All the recipients and their special privileges will be retained
    • 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
  1. 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.



See Also