Configure workflow type

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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 in the template
After you have:

Added the document, and
Added all the recipients and placeholders in your template:

Choose the required workflow type, i.e. Serial, Parallel, Individual, or Custom. By default, the "Serial" type is selected.

Click the adjacent and 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.

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 the document together in parallel order, as both these recipients are available at the signing order 1.
The document will not be shared with the next recipient (i.e. Sara) until both recipients (i.e. Peter and Caroline) complete their actions.
After that this document 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 document.

After configuring the workflow type in a template, proceed to the Configure special privileges phase.