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  1. FYI
  2. Workflows

Workflows

Enable the review and approval of emails and documents. Assign approval authority to partners or managers.

Workflow

  • Workflow Overview
  • Workflow Basics
  • Using the Workflow for Approval - Examples
  • Reviewing and Approving Emails and Documents
  • Multi-Person Review and Approval
  • Inserting your Signature into a Document

Sending Documents for Signature

  • Digital Signatures using DocuSign
  • Digital Signatures using Adobe Sign
  • Digital Signatures using Annature
  • Digital Signatures using FuseSign
  • Digital Signatures using myprosperity
  • Summary of what happens when document(s) are Sent for Signing
See all 7 articles

Troubleshooting

  • "AdobeSign Error: Invalid user ID or email provided in x-api-user header" when sending a document for signing
  • "'Client' does not have an email" when sending a document for signature
  • "Error posting envelope to Annature: Document base must be supplied" when sending documents for signing
  • "Unable to create email, internal server error" when sending a document for signing via myprosperity
  • "Access token provided is invalid or has expired" when sending documents for signing via Adobe Sign
  • "FuseSign authentication failed, authentication may be expired" when sending a document for signing via FuseSign

FAQs - Workflows

  • Why can't I change a Workflow Status?

FAQs - Sending Documents for Signature

  • How do I send a document for signing the client does not have an email address?
  • Why is there a duplicate document returned from FuseSign?
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