Parallel Workflow: Enabling Concurrent Document Signing Follow

Topics Covered
Setting Up A Parallel Workflow
Initiating the Signature Workflow
Parallel Workflow Process

Target Users
All Users 

Required Permissions
n/a 

The parallel workflow feature enables multiple users to sign a document simultaneously, rather than following a sequential order. When a document is configured for parallel workflow, all assigned signers are notified at the same time and can complete their signatures independently of one another. This approach streamlines the approval process and helps reduce turnaround time. The document is considered fully signed once all required users have completed their signatures.

When a document is set up with Parallel Workflow, all designated signers receive notification simultaneously. Each user can review and sign the document independently, without waiting for others to complete their signatures. The workflow is considered complete once all required signers have finished their actions.

Setting Up A Parallel Workflow

1. From the header, click +ADD FORM
2. Upload your document(s) and click Sign (or Merge and Sign for multiple documents)

3. On the form page, navigate to the document information bar and locate the Workflow dropdown and select Workflow in Parallel

   

4. Add the signature workflow step.

5. On the Edit Workflow Step window, The process button Complete in Any Order is automatically selected. Assign signature workflow step to a user or users by clicking on the Okta Search button. 

   

    

The form owner by default will receive an email notification once the signature workflow has completed its process.

Once the form owner initiates the signature workflow, all signers will receive an email notification that a form is awaiting their signature. 

Initiating the Signature Workflow

Once the form owner initiates the workflow, all signers receive an email notification that a form awaits their signature.

Parallel Workflow Process

For Signers:

• In the dashboard, signers will see the form with status "Awaiting Your Signature" marked with a blue banner
• After signing, the status updates to "# of # Signatures Applied" if other signers remain pending
• When all signers complete their action, the status changes to "Form Completed"

For Watchers: All users on the watch list receive an email notification when the signature workflow completes.


 

For additional help, please contact ISC at Post or ADG Support by selecting the ‘Submit a request’ button at the top of the page or by emailing adg-support@state.gov.
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