Package multiple docs into an approval workflow with E-signature

Hi Tony,

Regarding the first question, I know at least in the Adobe Sign action you can specify multiple files to upload, in which case your solution of document sets sounds like quite a neat solution as you should be able to send off all the documents contained in the set for signature.

For the second question, this is probably more of a question for the e-signature provider, as we typically pass the documents and the approver, and the process then runs on the providers side until the process reaches a terminal point in the providers system (e.g. someone rejects it, or everyone has signed). At that point the workflow is notified again and will continue to the next action.

With your process, your second step is for the workflow to email the list of documents for people to review, however the way that the signature systems work is to take that step as well, so it would look more like:

- Query to get documents inside the document set

- Start an e-signature action (e.g. Adobe Sign) with the required agreement details, and required approver email addresses + all the document paths

- Workflow will send the documents to provider

- Provider will email the reviewers with the document to be signed (possibly merged into a single document)

- Reviewers respond to the provider

- When the provider has all the approvers or a rejection, the workflow will be notified

Thanks,

Callum