Document workflows
Document workflows that keep every step moving
ZaferSign helps teams build the document route before the document moves, so approvals, signing, corrections, delegation, templates, and completion tracking stay connected from preparation to final record.
- Sequential and parallel approval paths
- Reviewers, carbon copies, and delegated signing
- Send Back corrections with field-level comments
- Templates, placeholders, due dates, and tracking
Workflow builder
Contract approval route
- 01
Prepare
StepDocument, fields, controls
- 02
Review
StepApprover checkpoint
- 03
Sign
Parallel allowedSequential or parallel
- 04
Correct
ExceptionSend Back path
- 05
Complete
StepStore and audit
Signing paths
Choose the workflow depth each document needs
ZaferSign supports the simple and the complex: self-signing for fast personal completion, full E Sign workflows for controlled multi-party envelopes, and Bulk Sign for high-volume document distribution with individual progress tracking.
Full workflow
E Sign
Build a complete routed envelope with multiple steps, reviewers, carbon copies, Send Back, Delegation, due dates, password protection, and completion tracking.
Self-sign
Quick Sign
Upload a document, place the required tags, sign it yourself, and keep or share the completed document when a full workflow is not needed.
High-volume send
Bulk Sign
Send the same document to many users with a bulk step, individual delivery, and per-recipient progress tracking after earlier workflow steps are complete.
Route controls
Configure the work before anyone receives the envelope
Workflow builder
Define routing, fields, due dates, and notifications before sending
Create sequential or parallel paths, add reviewer checkpoints, place required and optional tags, include carbon-copy recipients, and set controls such as due dates, expiration, password protection, and recipient notifications.
Exceptions and speed
Keep work moving when documents need correction, delegation, or batch signing
Real workflows rarely move in a perfect straight line. ZaferSign supports correction paths, signing-on-behalf scenarios, and deployment-specific assisted signing options without losing context.
Send Back
Return a document to the previous user with comments on the fields that need correction, then continue the workflow after changes are made.
Delegation
Let a delegate sign on behalf of another user during an active date range, with delegation details visible in the completed record.
Auto Sign
Available for on-premises deployments where teams need assisted completion of available signature, initial, seal, date, and personal-information tags.
Multi Sign
Available for on-premises deployments where eligible envelopes can be handled together in a controlled multi-document signing session.
Reusable templates
Save repeatable workflows without locking every document into one pattern
Templates help teams reuse document packages, routing logic, placeholders, fields, due dates, and visibility rules. Use a document-specific template for repeated forms, dynamic templates when the file changes, or user-specific templates when the workflow should be prepared before the document is uploaded.
Template setup
Save roles, fields, controls, and visibility
Document Specific
Reuse the same document and workflow when the document package stays consistent.
Bulk Send
Reuse a workflow where the final step sends the document to many recipients.
Dynamic
Prepare workflow and tag locations in advance while replacing the document at start time.
User Specific
Save the workflow first, then upload the document and place tags when starting the template.
Workflow design
From document setup to completed record
Workflow automation is strongest when routing, fields, exceptions, signing, tracking, and storage are designed as one connected process.
- 01
Prepare
Upload the document, choose the signing path, and define the workflow structure.
- 02
Route
Assign signers, reviewers, carbon-copy recipients, groups, contacts, or placeholders.
- 03
Tag
Place required and optional fields for signatures, initials, dates, seals, and data capture.
- 04
Control
Set due dates, password protection, comments, notifications, and exception handling.
- 05
Track
Follow inbox, in-progress, completed, rejected, expired, canceled, and bulk states.
- 06
Store
Keep the completed document, workflow history, signer activity, and evidence together.
Process status
Connected workflow evidence
Process state, step numbers, CC steps, assigned users, created time, modified time, and completion state stay available for review and integration.
Tracking and evidence
Monitor every document state from inbox to completed record
Teams can review where a document sits, who has acted, what step is next, whether a process was rejected or expired, and how the workflow connects to the completed document record.
API and integrations
Connect workflow automation to the systems your teams already use
The ZaferSign REST API supports workflow creation, document upload, process start, fill tags and sign, status retrieval, process details, webhook updates, validation, and document download so product and operations teams can connect workflows to internal systems.
REST API v1
Build workflows into your systems
- 01Authenticate
- 02Create Workflow
- 03Upload Document
- 04Start Process
- 05Fill Tags and Sign
- 06Get Status
- 07Get Webhook Updates
- 08Validate and Download