Smart Workflows
Automate document routing with conditional logic, sequential chains, parallel broadcasting, and approval workflows. No code required.
Workflow Capabilities
From simple two-signer flows to complex enterprise approval chains.
Sequential Signing Chains
Documents flow from signer to signer in a defined order. Signer B only receives the document after Signer A completes.
Parallel Broadcasting
Send to all signers simultaneously when order doesn't matter. Gets documents signed faster.
Conditional Routing
Route documents to different signers based on field values. E.g., contracts over $10K go to the CFO.
Approval Workflows
Require internal approvals before sending to external signers. Manager approves, then client signs.
Auto-Reminders
Automatic email reminders at configurable intervals for pending signatures.
Deadline Management
Set signing deadlines with automatic expiration and notification escalation.
Post-Signature Actions
Trigger actions when documents are signed: send to cloud storage, update CRM, notify team, redirect signer.
Custom Routing Rules
Define complex rules combining conditions, timing, and signer roles for enterprise workflows.
How It Works
Define Signers
Add signers and set their role: Signer, Approver, or Viewer. Assign each signer to a step in the workflow.
Set Flow Type
Choose sequential (ordered), parallel (simultaneous), or hybrid. Add conditions for routing and deadlines for each step.
Automatic Execution
WPsigner handles the routing automatically , sending invitations, waiting for completions, applying reminders, and triggering next steps.
Frequently Asked Questions
What's the difference between sequential and parallel signing?
Sequential signing means signers must sign in a specific order, Signer 1 signs first, then Signer 2 gets notified, and so on. This is essential when earlier signers need to review before later signers approve. Parallel signing sends the document to all signers at once, they can sign in any order, which is faster when order doesn't matter.
Can I mix sequential and parallel signing?
Yes. WPsigner supports hybrid workflows. For example: Step 1, Employee and Manager sign in parallel. Step 2, After both complete, the document goes to the Director for final approval. This combines the speed of parallel signing with the control of sequential flows.
How does conditional routing work?
You set rules based on document field values. For example: if a form field 'Contract Value' is over $10,000, route to the CFO for approval. If under $10,000, route directly to the client. Conditions can be based on any text, number, or dropdown field in the document.
Can I set up approval-only steps?
Yes. You can designate signers as 'Approvers' instead of 'Signers.' Approvers review the document and approve or reject without adding a signature. If rejected, the workflow stops and the sender is notified.