01
Set the steps
Choose the actions your document needs and their sequence.
Workflows and approvals
Every step, with the right person.
Give your document a clear path. Define reviews, signatures and owners to see what is happening and what comes next.
Let’s explore your use case.
Interactive exampleAn agreement’s journey
Explore who takes part in each step.
Internal reviewSelected step
Client signatureNext step
Agreement completionNext step
STEP 01
A review with an owner.
CR
Carlos RuizTeam review
Internal reviewCompleted
Client signatureSelected step
Agreement completionNext step
STEP 02
The agreement reaches its signer.
ML
Marta LópezClient representative
Internal reviewCompleted
Client signatureCompleted
Agreement completionSelected step
STEP 03
The result stays organised.
EN
Estudio NorteOrganisation
Demonstration with fictional data1 / 3
01Owners for every step
02A process you can repeat
03Workflow status in view
FROM THE FIRST STEP TO THE RESULT
01Document prepared
02People and actions
03Agreement completed
A SHARED PROCESS
Context travels with the document.
An agreement may need several people and actions. Bring those steps into a workflow so the team can see who is involved and where the process stands.
Review and signature are distinct actions in the same journey.
FROM START TO FINISH
Define how work moves forward.
Adapt the workflow to the people and checks in your process.
02
Assign owners
Specify who takes part in each review or signature.
03
Follow progress
Open the document to review its workflow actions and status.
IN YOUR EVERYDAY WORK
Processes that deserve clarity.
Different situations. A process you can recognise.
Commercial review
Coordinate the people involved in an agreement.
Team onboarding
Reuse the path for new starter documents.
Document validation
Combine checks and signatures in a defined process.
BEFORE YOU START
The questions that matter.
If your process needs something more, we’ll explore it with you.
Talk to the teamIs a workflow the same as signing order?
Signing order organises signers. A workflow includes other actions, such as reviews and verification, in the document process.
Can I reuse a process?
Define reusable workflows and apply them to your documents. Review their configuration when owners or process requirements change.
What happens when a step needs attention?
Check the workflow status in the document to identify the pending action. Available options depend on the step and the viewer’s permissions.
SIGNATUZ
Give your next agreement a clear path.
Check feature availability and limits in your plan.