3 Reasons You Should Be Using Workflow Designer in Adobe Sign

by Linda Kilmartin

posted on 02-23-2017

Every company has unique business needs and processes. Contracts and agreements in different functional areas, such as sales or HR, often require different signature and approval steps. Adobe Sign Workflow Designer empowers you to easily build signature and approval processes that are tailor-made to your business. If you don’t already rely on Workflow Designer in your organization, we urge you to explore this self-service workflow customization tool now.

Workflow Designer is available for Adobe Sign Enterprise tier customers, and can be accessed by account or group administrators. Admins have the best view of the business processes in the company or department; they understand the team and user needs, and they know all the business process must-haves. Workflow Designer puts them in the driver’s seat, so they can build and refine processes that will make key signature and approval tasks easy and efficient for users (and themselves), while ensuring compliance and control for the business.

Admins now have the power to define all aspects of signature and approval workflows:

3 reasons to get started now

See how Workflow Designer can benefit your organization by taking a look at the value it brings to the following constituents:

  1. Value to the business – consistent workflow, control of the process
  1. Value to the admin – define it once and use again, or build as many custom templates as you need
  1. Value to the business user– guided send experience increases speed, reduces error

Ready to start? Here’s how:

Administrators can find Workflow Designer under Account > Workflows in Adobe Sign (see screenshot). The Adobe Sign Workflow Designer Guide walks admins through the following steps to learn the tool:

Finally, be sure to use best practices

We outlined the below best practices in an earlier blog post to help you get the most from Workflow Designer.

  1. Map out the full process before you start
  2. Set defaults for emails and documents.
  3. Include instructions for your senders.
  4. Use relevant recipient names.
  5. Clone and modify to save time.

More resources:

Help page and user guide

Tutorials

Topics:

Products: Sign