The below article provides instructions for the new page format.
Click here to review the same process on the classic page layout.
The Workflow Designer is used to create workflows that tailor the signing processes to fit your specific business requirements. With this new tool, administrators can design and manage workflow templates easily with an intuitive drag-and-drop editor. It's easy to specify the documents to be included in an agreement; the characteristics of the participants—including predefined names, roles, and routings; form fields to be pre-filled by the sender; emails to be sent to the participants; agreement expiration or password options; and more.
Workflows also create an easy-to-follow send experiences for your users so process steps can be followed consistently every time. Senders using a workflow template are guided through the send process with custom instructions and fields, making the send process easier to use and less prone to errors.
December 2018 Release
With the December 2018 release, three new elements are being added to the workflow experience:
- Template defined field assignment
- Switchable user level access to the Modern Send experience
- Improved error reporting for common workflow issues
Template defined field assignment
This new option strongly relates the recipient list, as defined in the workflow designer, to the appropriate field assignments on your authored forms.
Example uses case:
- A (customer) signer is to sign first
- Optionally a co-signer may sign second
- An internal counter-signature is applied by a sales representative
Traditionally this would require two forms because of how the recipients were indexed on the Send page:
- One for the single signer scenario, assigning the internal counter-signature as the second signer index
- One for the co-signer scenario, where the co-signer is the second signer index, and the counter-signature is the third
Under the "template defined" rule structure, you construct one fully enabled form with all possible recipient fields defined.
The recipeint signer index (as defined in the Workflow Designer) is strongly enforced, disregarding any fields that are assigned to any omitted (optional) recipients when the agreement is sent.
So in the use case above, the co-signer is always signer index 2, but if the co-signer is not included at the time the agreement is sent, those signer2 fields are ignored, and the counter-signer (signer index 3) will still only have access to the signer3 fields.
Enable this new functionality by navigating to: Account > Account Settings > Send Settings > Custom Workflow Send > Enable template defined signature placement
Enabling the template defined signature placement feature will disable the option to author the agreement during the sending process.
Each recipient involved with an agreement is assigned a signer index number. This index number is required to associate the recipient with the fields they have authority to add content to (such as a signature field).
Recipients acquire their index number based on the stack order on the Send page. The recipient at the top of the stack is 1, the next recipient is 2, and so on. This index number can be seen when the agreement is configured to"Complete in Order", but is still present when the work flow is "Complete in Any Order".
When building a recipient flow in the workflow designer, the signer index is assigned following the rules:
- Top to bottom
- Left to right
In the example below, the Signer and Co Signer are at the top of the stack.
- The "Signer" is the left most recipient at the top, so is assigned index 1
- The "Co Signer" is also at the top, but to the right of the Signer, so is assigned index 2
In this use case, it doesn't matter which physically signs first, so they are inserted into a parallel signature flow. However, the signature index is rigidly enforced to ensure the Signer applies their content to the correct "Signer" fields, and the Co Signer only has access to their assigned "Co Signer" fields.
The "Sales Rep" signs third, after both the Signer and Co Signer are done.
The "Exec Approval" is requested fourth, after the Sales Rep counter-signature is in place.
The recipeint names "Signer", "Co Signer", "Sales Rep" etc. have no bearing on the field assignment. These are just admin defined labels used for user clarity in the workflow template.
The above designer recipient flow will produce a Send page template that looks like the below.
(On the Send page, the stack order is more apparent, though the index numbers are not exposed.)
When authoring a form with fields, each field is explicitly assigned to a signing index (ignoring "Anyone" fields for the moment).
In the Adobe Sign authoring environment, this is done by selecting a Participant, and placing fields for that participant.
Each participant is color coded to keep a visual distinction between what fields are assigned to each participant.
If you use text tags, the tag itself provides an argument (e.g. :signer1) that designates the field to the signer index.
Switchable user level access to the Modern Send experience
Users that load the "Classic" workflow interface by default now have a link in the upper-right corner of the screen to "Try the Modern Experience".
Accounts that have enabled the new Customer Workflow send experience (see the June release below) do not see this link.
Clicking this link switches the user into the new interface for just that one transaction.
There is a link in the upper-right corner to switch back to the classic experience if desired.
This switching link may be suppressed upon request by contacting your success manager.
Improved error reporting for common workflow issues
As a result of improved control and security to the workflow process, some elements of legacy workflows will produce errors under the new interface. Additional error trapping has been put into place to better exposed and explain these errors when encountered.
If the account is configured to use the Modern Send experience, and a problematic workflow is launched, the user is presented with a red banner indicating the error:
If the account is still configured to use the classic experience by default, the workflow may continue to work under those rules.
However, the Try the Modern Experience link will display a question mark in a circle, indicating that an error is detected.
Clicking the question mark exposes the error message:
In the case where more than one problem is found, all errors detected will be listed.
To make the workflow valid under the new interface ruleset, an admin must edit the workflow and correct the detected issues:
Under the classic rule set, email strings could be malformed, or improperly delimited (with spaces vs. commas for example).
When this error is produced, the admin should check:
- If the CC emails are properly delimited
- The modern experience accepts commas or semicolon
- Any defined recipient email string to ensure it is properly constructed
- (e.g. firstname.lastname@example.org)
When designing a workflow, it is possible for an Admin to attach a document template that has a limited access scope.
When a user that is outside this scope attempts to load the workflow, the document cannot be attached and a security violation is triggered.
For example an Admin may create a new document template with properties that limit access to the owner only. The admin can attach that document to the workflow, because they are the owner.
Any other user of the system is not the owner, so is outside the scope of the document.
When this error is prompted, the admin will need to adjust the properties of the attached document template.
With the June 2018 release, several changes have been applied to the Workflow Designer, bringing it closer to the functionality of the manual Send process.
The new features include the ability to:
- Use Digital signatures for one or more of your recipients
- Configure recipients to use phone-based (SMS) recipient authentication
- Configure recipient groups during the send process
- Attach documents from all enabled sources during the send process
All of the above features are enabled when you opt-in to the new Custom Workflow Send process.
This new Send process displays in a new reflowable page, much like the Send page, and can be enabled by navigating to: Account > Account Settings > Send Settings > Custom Workflow Send
In the Workflow Designer, all the enabled authentication methods are displayed in the recipient object.
The authentication methods have been updated to display as checkboxes, allowing the workflow design to permit options for the sender.
If multiple options are checked in the designer, these same options will be available to the sender during the send process.
This release also adds phone (SMS) as an option in the designer.
The recipient objects in the designer can now be marked as recipient groups. This allows the sender to configure an array of email addresses that are permitted to sign for that one
For example, if you need one of five managers to countersign, you can list all five emails, but only one needs to apply a signature.
Recipients in the workflow designer can be identified as a recipient group, but they are not configured in the workflow design.
The recipient group is only available to configure during the sending process.
The user interface for the workflow
The instructions that were previously to the right of the recipient list has been moved to the top of the page in a collapsible window.
Only administrators can create workflows. Account administrators can create workflows for their entire account or for specific groups within their account. Group administrators will be able to see all workflows, but can only edit the ones in their group.
Creating a workflow consists of defining the following information:
- Workflow Info—Define the workflow itself, which includes naming it, entering custom instructions for the senders using it, and granting permissions to use it.
- Agreement Info—Define and customize the agreement information that displays on the Send page.
- Recipients—Create a routing by adding recipients (signers and approvers) in the required signing order.
- Emails – Specify emails to be sent to different participants at different steps of the signature process.
- Documents—Specify which documents should be included in the workflow
- Sender Input Fields— Define fields that senders can use to input information when sending the agreement. The send input information is merged into the agreement before it is sent to the signers and approvers.
Required fields are identified with a red asterisk. Some field labels are editable as indicated by the
pencil icon, for example Agreement Name:
Click the pencil icon to enter a custom label. This label will display on the Send page when the workflow is used to send a document. To revert back to the original label, click the revert icon.
In the Workflow Designer banner, the default name of the workflow displays (e.g., New Workflow).
The dot next to the workflow name indicates whether the workflow is draft/inactive (grey dot) or active
The following controls are located to the right:
- Close—Click to close the workflow
- Save—Click to save your changes
- Activate/Deactivate—Click to activate (or deactivate) the workflow for the selected group
In the Workflow Info page, enter the following information:
- Workflow Name—Enter a name for your workflow. This name displays in the Workflow Designer banner, in the Use a Workflow drop-down on the Home page, and at the top of the Send page when the workflow is used to send an agreement.
- Instructions for the Sender—Enter instructions for using the workflow. These instructions display on the top of the Send page when the workflow is used to send an agreement.
Instructions can be added using HTML tags. The following html tags and their attributes can be used in the instructions section: <p>, <br>, <b>, <i>, <u>, <ul>, <ol>, <li>, <img src=”fully qualified path”>, and <a href=”fully qualified path”>.
If you intend to use src or href paths, you will need to have the paths whitelisted. Please send the URLs to your Customer Success Manager
- Activate for—Specify who can use the workflow. The options are All groups, or the groups within your account.
Below is an example of Workflow Info:
2. In the Agreement Info section, define the agreement information as it should display on the Send page for the sender:
- Agreement Name—Enter the name of the agreement. This name displays on the Send page when the workflow is used to send an agreement and in the “Please sign/Please approve” email heading. This field is required and the label is editable.
- Message—Enter a message for the recipients. This message displays on the Send page when the workflow is used to send an agreement. This field is required and the label is editable.
- Cc—If needed, enter the email addresses for cc'd parties. Email addresses must be separated by either a comma or semicolon
- Minimum—Specify the minimum number of email addresses that can be included for cc.
- Maximum— Specify the maximum number of email addresses that can be included for cc.
- Editable—Enable this option to allow senders to edit the workflow cc addresses on the Send page.
- Recipient’s Language—The Sender can use this to specify the language for the recipient. This setting defines whether or not the language selector displays on the Send page and if so, what default language should display.
- Send Options
- Set password to open downloaded PDF—Enable this option to allow the sender to specify a password for a downloaded PDF.
- Setting this option will also set the Signer Verification to Password, and will use the same password value.
- Required—Enable this option to always require a password for the downloaded PDF. If this option is set, senders cannot disable it on the Send page and must provide a password.
- Completion deadline—Enable this option to allow for the specification of a completion deadline on the Send page.
- days to complete the agreement—Select the default number days the recipient(s) have to complete the signing process. The number of days specified is always editable on the Send page.
- Allow authoring of documents prior to sending—Enable this option to allow senders to modify document form fields in the authoring environment using the Preview option on the Send page.
- Enable authoring by default—Enable this option to automatically enable the Preview option on the Send page.
- Set password to open downloaded PDF—Enable this option to allow the sender to specify a password for a downloaded PDF.
Below is an example of Agreement Info:
In the Recipients Routing section, you can specify the recipients and the routing order per your requirements. You can build very complex workflows with serial, parallel, hybrid, or nested hybrid routing. The following instructions highlight the functionality available for Recipient Routings.
- To add another recipient before or after an existing recipient:
- Click the add icon
- Select the role (all roles enabled for the account will be available) you want to insert
When editing a Recipient, you can configure the following:
- Recipient Label— Customize the label for the recipient. For example, change the default Recipient label to Buyer.
- The labels for recipients must be unique within a workflow
- Email address—Enter the default email address of the recipient
- This recipient is the sender - When checked, the sender will be inserted as the recipient
- Mark as recipient group - When checked, the recipient will display as an empty recipient group for the sender during the send process. The sender must configure the email addresses for the recipient group
- Role—Update the recipient’s role (Signer or Approver)
- Required—Enable this option if a signature from the recipient is required
- Editable—Enable this option to allow the sender to update the email address for this recipient on the Send page
- Identity Verification—Select what type of identity verification is required for the signer
- None, Adobe Sign, Phone, KBA, Password, and Web Identity are the possible options
- Only the options that have been enabled for the Adobe Sign account will be visible
Enabling the password as identity verification will add the same password to the Document Security, preventing viewing the PDF until the password is entered.
- To add another recipient before or after an existing recipient:
Click Emails in the left rail to move to the Emails section
- In the Emails section, you can control which emails are sent during the signature and approval process based on various events.
- For example, you can specify that notification emails be sent to recipients and CCs when an agreement is cancelled.
In the Documents section you can configure the following
- Document Title—Enter a title for the document. This title displays in the Documents area of the Send page when you send using the workflow
- Files—Click the Add File icon to attach a document from your Adobe Sign library. This document is automatically attached when you send using this workflow
- If no file is selected, the workflow allows the sender to provide a file when sending the agreement
- If a document is flagged as Required, then it will be attached automatically to the agreement when the workflow is initiated
- Delete File – If you attach the wrong file, you can click the delete icon (X) next to the file name to remove it
- Document Name—Enter a meaningful name that identifies the document for the sender. The name of the uploaded library document is defaulted, but can be overwritten
- Required—Specifies whether the document is required
- Add Document—Click the Add Document button to add rows for additional documents
- Document titles must be unique values
- Delete Row—Click the delete row icon (X) to delete the entire row
Click Sender Input Fields on the left rail to access the Sender Input Fields section.
These input fields are mapped to form fields defined in the documents that are attached (either as part of the workflow design, or as a sender uploaded file).
The sender can use these fields to prefill content prior to sending the agreement to the recipient.
Then for each row added, you can configure the following:
- Field Title—Enter a title for the field. This value will display on the Send page for the sender to reference
- Document Field Name—Enter the field name for a field on the attached library document
- The field name entered here must match the form field name in the document
- Default Value—Enter a default value, if any.
- Required—Enable this option if a value for this field must be entered before the agreement is sent
- Editable— Enable this option to allow the sender of the agreement to modify default value
- Click the delete row icon (X) to delete the entire row
Below is an example of Sender Input Fields:
You can send an agreement using a workflow. When you select a workflow, the Send page displays the custom fields defined, including custom instructions, the default recipients and so forth.
|Click here to review the same process on the classic page layout where sending from workflows is enabled.|
The workflow agreement is sent out in the order specified in the routing. The signers and approvers can sign using the link in the Please sign/Please approve email or from their Manage pages if they are registered Adobe Sign users. This works the same way as standard send process.
The history and audit report for the workflow agreement can be accessed from the Manage page. While the agreement is in process, you can add reminders and perform other tasks.