Flows customizer

A signature flow consists of its name and a set of signature lines indicating the order in which the recipients of a request shall sign. When creating signature lines, two main areas can be distinguished in the flows customizer: the element selection area and the signature line area. To customize a signature flow, drag elements from the element selection area to the signature line area:

• The end of a container.
• The end of an existing signature line.
• The area to create a new signature line.

Customizing a flow

The writer of a request can modify the flow of recipients by clicking on 'Modify flow' in the drop-down menu on the top right; this option will only be displayed when the request is not finished, archived or rejected.

Those users who have already carried out some action for the signature cannot be removed from the flow. The request status is re-evaluated after the modification.

Check the following example: the flow of a request involving 4 signers (of which only 2 have already signed) is modified to remove from the process the signers who have not signed yet. This modification is saved. Then the request would be considered finished (as there are no signatures left).

Once the request flow has been modified, a notification will be sent to all recipients indicating this modification. Click on the link in the notification to open a pop-up window where modifying the recipients of the request.