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Signer Workflow Types

covosign supports flexible signer workflows, including single-signer, parallel multi-signer, and sequential multi-signer workflows. Workflows define the execution order and coordination of signature collection from one or more recipients.

Single Signer Workflow​

The simplest workflow sending a document to one recipient for signature.

Process Flow​

Upload Document → Add Recipient → Place Fields → Create Request → Send → Sign → Complete

{
  "title": "Employment Agreement",
  "recipients": [
    {
      "email": "employee@company.com",
      "name": "John Smith",
      "role": "SIGNER",
      "order": 1
    }
  ]
}

Multi-Signer Workflows​

Handle multiple recipients either simultaneously (Parallel) or in a specific order (Sequential) with automatic notifications and deadlines.

Parallel Workflow​

All recipients are notified simultaneously and can sign in any order.

Parallel Flow Diagram​

Send Request → All signers notified simultaneously → Any order signing → All Complete

  • Signing Order: Uniform order values
  • Notification: Immediate broadcast
  • Completion: All signatures collected

Configuration​

Set the same order (e.g., 1) for all recipients.

"recipients": [
  {
    "email": "cfo@company.com",
    "name": "CFO",
    "order": 1
  },
  {
    "email": "legal@company.com",
    "name": "Legal",
    "order": 1
  },
  {
    "email": "ceo@company.com",
    "name": "CEO",
    "order": 1
  }
]

Sequential Workflow​

Recipients are notified and must sign in a strict specific order (e.g., Employee → Manager → HR).

Sequential Flow Diagram​

Send Request → Signer 1 signs → Notify Signer 2 → Signer 2 signs → Notify Signer 3 → Signer 3 signs → Complete

  • Signing Order: Escalating order values
  • Notification: Cascading upon completion
  • Completion: Terminal recipient signs

Configuration​

Increment order (1, 2, 3...) for each step.

"recipients": [
  {
    "email": "manager@company.com",
    "name": "Manager",
    "order": 1
  },
  {
    "email": "director@company.com",
    "name": "Director",
    "order": 2
  },
  {
    "email": "ceo@company.com",
    "name": "CEO",
    "order": 3
  }
]