Collect information to use in contracts and agreements.

Create contracts swiftly through templates, AI, or create and edit your own.

Route contracts seamlessly for editing, review, and approval.

Easily work with internal and external participants to edit and redline contracts in real-time

Capture secure, compliant, and legally binding signatures on any device.

Connect to the systems you use daily, or build into your application with our APIs.

Featured Integration
Seamlessly collect payments with trusted providers like Stripe and PayPal–all from one platform.

All About Workflows (Quick Reference)

View our Pricing & Plans for a detailed list and comparison of features available in each plan.

Have you mapped out your process and determined the information required to build your workflow? Would you now like a quick reference to all things workflow without having to search or filter information? You’re at the right place!

In this article:

Workflow

Use one of our workflows from the library, import a workflow, or create one using the workflow builder.
Note: Throughout the Workflow Builder, question mark icons question-mark have been added with helpful information and tips on navigating the platform.

Workflow Instance Basics

User Tasks

Send & Save Tasks

Document Processing

Logic Tasks

Workflow State Tasks

Run & Share Workflows

Participants in a Workflow

Types of Tasks (Workflows)
Select and Configure a Document for a Workflow Task
Use Docx in Workflows
Check a Workflow Status
Edit a Workflow After it has Been Published and Run
How to Build a Workflow (Blog)
Additional Resources

Need more help getting set up? Contact us for assistance from our customer support team or register for Office Hours.