Getting started with Custom Workflows in Acrobat Sign
Still manually coordinating who signs what, and in what order? Custom Workflows in Acrobat Sign replace that guesswork with a repeatable, guided process — so every agreement reaches the right people, with the right documents, every time.
Watch this hands-on webinar where our experts cover:
- When to use them — Real-world scenarios where Custom Workflows eliminate bottlenecks, from multi-party contracts requiring sequential and parallel signing to regulated agreements that demand consistent compliance controls.
- How to build one from scratch — A live walkthrough of the Custom Workflow Designer including: defining recipient roles and routing order, attaching document templates, pre-filling form fields, configuring reminders and deadlines, and setting up recipient groups so any one of several approvers can move the process forward.
- How to manage them over time — Editing, activating, and deactivating workflows as your business needs evolve.
Whether you’re an admin standardizing how your team sends agreements or a business user simplifying a complex signing process, you’ll leave ready to create your first Custom Workflow with confidence.
At a glance
Product: Acrobat Sign
Series: Mastering Acrobat Sign
Role: User,Developer,Leader,Admin