The Workflow Designer tool in Adobe Sign gives you the power to create custom send experiences that are tailored to your business processes. Account administrators can define virtually every aspect of a workflow with this powerful tool.
Here are some best practices to help you get the most out of Workflow Designer.
1. Map out the full process before you start.
Map out all the details of the workflow before you set it up in Workflow Designer. Include recipients, routing, documents and versions, and any input fields, as well as details about expiration dates, reminders, and user verification.
2. Wherever possible, set defaults for emails and documents.
When setting up your workflow, include any default known email addresses and documents to be used. This will reduce user error, ensure compliance, and save time.
