Create a custom Compose page using the Custom Workflow Designer

Design a custom Compose page with the Custom Workflow Designer.

In enterprise accounts, all users can create custom Compose pages using the Custom Workflow Designer if enabled.

Custom Compose pages can range from a simple, personalized compose template—including signature details, expiration times, personal messages, and so on—to complex, multi-signature hybrid workflows that enforce strict compliance with company policies.

  • Account administrators can create workflows for the entire account or specific groups.
  • Group administrators can create workflows for their assigned groups.
  • Users with the correct permissions can create and share personal workflows with their groups.

Accessing the Custom Workflow Designer:

  1. Go to the Workflows tab in the top navigation bar.
  2. Select Custom Workflows from the left menu to view available workflows.
  3. Select Create Workflow to start building a new one.
The Custom Workflow list with the Create Workflow button highlighted.

When you open a new workflow, the Workflow Designer header appears below the logo.

At the top of the page, you'll find several indicators and controls:

  1. Status Indicator – Shows the workflow's current state:
    • Draft/Inactive – Labeled as "Draft."
    • Active – Labeled as "Active."
  2. Workflow Name – Displays the name of the workflow (e.g., New Workflow).
  3. Clone Workflow – Creates a copy of the workflow with a new name.
  4. Delete Workflow – Removes the workflow from the account.
  5. Close – Exits the workflow. A prompt appears if there are unsaved changes.
  6. Save – Saves all changes.
  7. Activate/Deactivate – Toggles the workflow’s status:
    • Activated – The workflow is marked as "Active" and available to assigned users, groups, or the organization.
    • Deactivated – The workflow stays in "Draft" status and is only accessible to the owner or administrator.
Workflow designer head rail with the actions numbered

Creating a workflow involves setting up the following details:

  • Workflow Info – Name the workflow, add custom instructions for senders, and assign permissions.
  • Agreement Info – Customize how agreement details appear on the custom Compose page.
  • Recipients – Define the signing order by adding signers and other recipient types.
  • Emails – Specify email notifications for different participants at each stage of the signing process.
  • Documents – Select the documents to be included in the workflow.
  • Sender Input Fields – Add fields for senders to enter information before sending an agreement. This input merges into the agreement before reaching signers and approvers.

Everything configured in the Workflow Designer helps automate the custom Compose page, reducing senders' manual input. Required fields are marked with an asterisk (*), while optional fields can be customized or left blank.

The goal is to prefill as much information as possible, making the sending process faster, easier, and less prone to error.

ملاحظة:

Settings and properties defined in a custom workflow override any group or account-level settings. This applies to all configurable elements within the workflow.

For example, if a group-level setting specifies a five-day document expiration, but the workflow template sets a three-day completion deadline, the agreement will expire in three days.

Once the workflow is fully configured, select Save to store your changes.

When you're ready to deploy the workflow, select Activate to make it available.

تلميح:

During testing, set Who can use this workflow to Only me to ensure all configurations work as expected.

Once you're confident the workflow is set up correctly, update Who can use this workflow to the appropriate production setting and Save your changes.

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