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Activate or deactivate a custom send workflow

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    5. Send agreements
      1. Compose an agreement to send for signature
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      11. Sign a document from the Manage page
    6. Custom workflow designer
      1. Overview
      2. Create a new sending workflow
      3. Edit a sending workflow
      4. Activate/Deactivate a workflow
      5. Send agreements using a workflow
    7. Manage agreements
      1. Search for agreements
      2. View Agreements
      3. Activity history and Audit Report
      4. Add a note to an agreement
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      10. Replace the current recipient
      11. Upload a signed agreement
      12. Share an individual agreement
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      1. API Swagger documentation
      2. Webhooks

Custom workflows can be activated and deactivated by any user with the authority to edit the workflow. Typically this is limited to the user that created it, and any group/account-level administrator that has authority over the group the workflow is related to.

Deactivating a workflow sets the status of the workflow to Draft, and removes it from all lists where a user can access it to generate a new agreement.

Deactivating a workflow has no impact on agreements previously generated using the workflow.

A deactivated workflow can be reactivated at any time and becomes immediately available to any user that has access to the scope (group or organization) the workflow is related to.

To activate a workflow:

  1. Select the Workflows tab in the top navigation bar and then select Custom Workflows from the left rail.

  2. In the Workflows list, select a workflow with a Draft status and click the Open <Workflow Name> button.

  3. Select an Active status workflow

    The Workflow Designer displays

    Once the Workflow Designer is open, the workflow is fully editable. All sections can be changed as needed, and no changes will be saved until the Update button is clicked.

    Located on the right-hand side of the rail are the workflow controls:

    A. Clone Workflow  - This allows you to create a clone of the existing workflow under a new name.

    B. Delete Workflow  - This deletes the workflow from the account view.

    C. Close—Closes the workflow. You will be challenged if there are unsaved changes.

    D. Update — Saves all changes to the workflow.

    E. Activate—Click to activate the workflow.

    • The dot next to the workflow name indicates whether the workflow is draft/inactive (grey dot) or active (green dot).
    Activate the workflow

  4. Edit the workflow if needed, and select Activate.

  5. The workflow is immediately made available to the user, group, or organization.

To deactivate a workflow:

  1. Select the Workflows tab in the top navigation bar and then select Custom Workflows from the left rail.

  2. In the Workflows list, select a workflow with an Active status and click the Open <Workflow Name> button.

  3. Select a Draft status workflow

    The Workflow Designer displays

    Once the Workflow Designer is open, the workflow is fully editable. All sections can be changed as needed, and no changes will be saved until the Update button is clicked.

    Located on the right-hand side of the rail are the workflow controls:

    A. Clone Workflow  - This allows you to create a clone of the existing workflow under a new name.

    B. Delete Workflow  - This deletes the workflow from the account view.

    C. Close—Closes the workflow. You will be challenged if there are unsaved changes.

    D. Update — Saves all changes to the workflow.

    E. Deactivate—Click to deactivate the workflow.

    • The dot next to the workflow name indicates whether the workflow is draft/inactive (grey dot) or active (green dot).
    Deactivate the workflow

  4. Edit the workflow if needed, and select Deactivate.

  5. The workflow is immediately removed from the available workflow options for all users.

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