Use an approval workflow

Before you start

This guide picks up once you've built an approval workflow. Here you'll attach one to a real document and run it end to end — so the right people approve before it goes out for signature. We'll use a simple one-step workflow to show the idea; the same four steps apply to longer, multi-stage flows. (Haven't built a workflow yet? Start with Set up an approval workflow.)

Step 1: Attach the workflow to your document

Open your document in the editor and open the Workflow panel (the approval-flow icon in the right rail). Pick a workflow from Most used workflows and click Use — or choose Select a workflow to browse them all. Its steps attach to the document; here, a single Manager approval step.

Step 2: Send it for approval

Click Send for approval. The document moves to Approval status and each approver is notified. They'll find it under Tasks → Assigned to me, waiting on their action.

Step 3: The approver reviews and approves

The approver opens the task, reads the step's message, and clicks Start, then Submit approve — with an optional note. They can also Reject the document or put it on Hold. (If you're the approver on a step you requested yourself, Signit records it as a self-approval in the audit trail.)

Step 4: Track progress and finish

Follow the run in the Workflow panel's History tab — every step shows who approved and when. Once the last approval is in, the workflow is complete and the document is ready: click Send for signature to send it. Want it to go out on its own instead? Turn on Auto-send for signing when you build the workflow, and Signit sends it to signers the moment approvals finish — no extra click.

Good to know

Need help?

If you get stuck at any step, contact the Signit support team.