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Home > The Document Signing Process > Preparing a document for signing > Configuring the workflow type

Configuring the workflow type

SigningHub enables you to configure either a sequential, parallel, or an individual workflow to sign off your document.

To configure workflow type,
  1. Add a document.
  2. Open the document to prepare.
  3. Add the document signers and reviewers as required.
  4. Click the "Workflow Type" option. The "Workflow Type" screen will appear in the secondary right menu.



  5. Select the appropriate workflow type (i.e. Sequential, Parallel, or Individual) for this document and click the "Save" button. For details, see the "Workflow Types" table below.
  6. Click the "Next>" button to continue.
  7. Add exclusive signature fields for each signer from the next appearing screen.
  8. Click the "Share Now>" button to initiate the workflow with these settings. 


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.


Whenever a document is shared, the workflow quota of respective account is consumed, and hence the available count is decreased by one.


See also


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