Enable hybrid recipient routing

Last updated on Apr 25, 2025

Hybrid workflow

A “Hybrid” workflow is a variant of the sequential signature flow where a recipient record is defined as a "group," and that group contains one or more "recipients" who all gain access to the agreement at the same time (like a parallel signature flow).

A hybrid workflow can include one or more "group" recipients.
All of the recipients defined in the “group" must complete their interaction before the signature flow progresses to the next recipient record (if there is one).

The example below shows four recipient records in a sequential signature flow:

The first two are individual recipients.
The third is a parallel group with three members. All members are notified at once, and they must complete their interaction before proceeding to the fourth individual recipient.
The fourth is an individual recipient.

Note:

Electronic Seals are not supported in a Hybrid signature workflow.

The Request Signature recipients displaying a hybrid signature flow

To configure the parallel group:

Select the plus icon to add another recipient record.
Select the Group option.
Provide a Group name.
Enable the All members must complete toggle.
Select the Add members button.

A new panel opens to collect the member information for the parallel group.
- Enter an email address and authentication method.
  
  The Role and Private message settings are applied at the group level, not the individual level. All group members have the same role and private message.
- Select the plus icon to add another member to the group and the garbage can icon to delete a member.
Select Done when all members have been added.
Add additional recipient records to the agreement as needed.