SigningHub Web Help
IndexBookmarkPrint
 
Contents
 
:
 
Home > Configuring Personal Settings > Managing your workflow templates > Configuring workflow type in a template

Configuring workflow type in a template

SigningHub enables you to configure workflow type in a template.

To configure workflow type in a template,
  1. In case of a personal template, click the "Settings" option from the top menu.
    Or in case of an enterprise template, click the "Enterprise" option from the top menu.
  2. Click the "Templates" option from the right menu.
  3. Click  from the main grid header. The "Create Template" dialog will appear.
  4. Specify template name and description in the respective fields.
  5. Click the "Select Document" button and browse the template document. The selected document will be opened to configure template details, as shown below.

Please follow the numbering to learn the step by step process of configuring the workflow type. 
  1. Add the recipients and/ or placeholders as required. The recipients will be added under "Workflow Details" (see step 2). 
  2. The list of added recipients and placeholders is maintained accordingly under the "Workflow Details" caption.
  3. Click the "Workflow Type" option. The "Workflow Type" screen will appear in the secondary right menu. 



  4. Select the appropriate workflow type (i.e. Sequential, Parallel, or Individual) for this template and click the "Save" button. For details, see the "Workflow Types" table below.
  5. Click the "Next>" button to continue.
  6. Click the "Save Template>" button from next appearing screen.
  7. The "Save Template" screen will appear, edit template name and description if required and click the "Save" button to save these configurations.

Workflow Types Table
Fields 
Description
Sequential
Selecting this option will circulate a single copy of document among all the recipients in the defined (linear) order, and collects all the signatures on it. Each signer can sign the document on his turn. Tick the "Continue workflow on decline" option, if you want the sequential workflow to continue even when any recipient declines/ deletes the document. 
Parallel
Selecting this option will circulate a single copy of document among all the recipients in a parallel order, and collects all the signatures on it. Any signer can sign 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 Selecting this option will send an exclusive copy of the document to each recipient for signing/ reviewing. In this case multiple signed copies of the document are produced.



‚ÄčTo experience the exact settings, it is recommended to use the template (being created) on the same documents. The actual positions of configured signature/ initials/ in-person fields may alter, if this template is applied on different type or size of documents. 


See also


Was this information helpful?YesNo