How to Set Up a Signature Approval Workflow

A common workflow for many organizations is to require an approver (such as a manager) to review and approve a document before it is sent to the final signer. While Xodo Sign does not have a dedicated "approval" feature, you can easily achieve this using Signing Order and the Reassign function.

How to Set Up an Approval Workflow

Step 1: Create the Document

1. When creating your document, enable Signing Order.
2. Add the approver as the first signer (before the actual signer).
3. Add the final signer as the second signer.
4. Send the document.

Step 2: Approver Actions

The approver receives the document first and can take one of the following actions:

• Sign the document - If they approve the content, they sign it. The document then moves to the next signer automatically.
• Reassign to someone else - If the approver cannot approve it personally, they can reassign the document to another approver.
• Decline the document - If something is wrong, they decline it. The final signer will not receive the document.

Step 3: Signer Receives the Document

The final signer only receives the document for signing if the approver signed (approved) it in the previous step.

Related articles

• How to Set a Signing Order
• How to Reassign a Document
• How to Decline to Sign