What do you want to do?

Name this workflow and pick the template.

Pick a workflow type from the list, edit it, or add a new one. The builder maps who signs which fields.

Parties come from the workflow type. Who signs depends on the type — staff Signer 1 only when this workflow includes an internal signer.

Optional CC. Type a name or email to search CRM people and VDR users, then tap a result. Check what they are included in.

Save this as a reusable workflow. Execute it later from the dashboard — that is when you name the third party and send the envelope.

How long the signing token stays valid after Execute. Range 1–180 days.

Email the person we are waiting on every N days until they sign or the envelope expires / is voided. Default 2. 0 turns automatic reminders off. Completed parties are not mailed.