MANUAL flow

Written by Анатолій
Updated 4 days ago

The logic of adding roles to the flow is similar to the AUTO flow, but the user can change the order.

To change the order user has to enable the 'Set ordering process' toggle and set the order using the drag and drop option for roles or edit the order number of each role manually. For example, you can create a flow where the signer role can be before the assignee role in case when the assignee has no actions in the current document of the template and has to upload other documents.

Some restrictions of the role are placed in the flow:

  1. Assignee cannot have an order in the flow higher than the first QES Signer

  2. QES signer cannot have an order lower than the last Assignee

  3. Copy can have any order in the flow, but not less than 1

If you have an external document with e-ink signatures in your template, you will have to place document uploader roles before roles which are signing these documents in MANUAL mode.
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