The Sign step allows you to collect signatures from one or more individuals within a workflow session. It is used to determine which document requires a signature, set the signing sequence (sequential or simultaneous), and configure delivery settings for each signer.

All signature fields—such as signature boxes, initials, text fields, and other signer-assigned elements—must be added and configured directly in the Document step. This ensures each field is placed correctly and assigned to the appropriate signer.

For instructions on working with signature fields, see:

👉 Working with Document Steps

How the Sign Step Works

1. Add the Sign Step to Your Workflow

After adding a Document step that generates or uploads your file, add a Sign step to configure how the document will be signed.

The Sign step allows you to:

• Select which document will be signed
• Determine the signing order
• Configure delivery and expiration settings for signers

2. Choose the Document for Signature Assignment

In the Details tab:

• Select the document produced by a previous Document step
• Optionally rename the document so signers see a clear, descriptive title
• Add a due date if signatures need to be completed by a certain time

These settings ensure signers know exactly what they’re signing and when it’s required.

Managing Signers & Signing Order

Use the Signers tab to define who will sign the document and how signatures will be collected during the workflow.

Adding Signers

Instead of manually adding unlimited signers, the number of signers available is determined by the signature fields placed in the Document step.

Each signature field in the document corresponds to a signer in the Sign step. For each signer, you can configure delivery settings, contact methods, and message customization.

Tip: You can drag and drop Data fields from previous workflow steps listed on the left, such as an email or phone number from a Form step—into the corresponding signer fields. This helps create a more dynamic, automated workflow by pre-populating signer information.

Setting the Signing Order

Choose how signature collection should occur:

• Sequential Signing – Signers complete the document one after another
• Simultaneous Signing – All signers receive the request at the same time

Tip: Reorder signers using drag-and-drop if needed.

Delivery Settings

Customize how each signer receives their signature request.

Contact Type

For each signer, use the contact type dropdown to select:

• Email
• SMS 
• In-person signing

Allow Signers to Reassign Requests

Enable Allow signers to reassign if you want signers to have the ability to delegate the request to someone else.

Customizing the Signature Request Message

Below the delivery settings, you can customize the message that signers receive by Email or SMS:

• From Name - Set the name signers will see in the email “From” field. Choose a name they’ll recognize (e.g., your company or department).
• Reply-To Address - Enter the email address where signer replies should be sent.
• Subject Line - Customize the email subject so the signer immediately understands the purpose of the request.
• Message Body - Write the message that appears in the email. This is a great place to add context or instructions for signers.
• Button Label - Customize the label on the call-to-action button that opens the signing session, such as:
  • Review & Sign
  • Open Document
  • Start Signing

For SMS, you can only customize the Message Body. 

When you’re finished customizing these settings, click X to save and close the step.

Key Considerations

Keep these things in mind while using the Sign Step:

• The Sign step cannot upload or modify documents
• Signature field configuration must be done in the Document step

Tips for a Smooth Signing Experience

• Verify signer order before sending requests
• Use sequential signing when approvals must follow a specific flow
• Personalize delivery messages for clarity
• Ensure all signature fields in the Document step are correctly assigned to their signers