How to Set Up a Signature Approval Workflow

Many organizations require a manager or approver to review a document before it reaches the final signer. While Xodo Sign doesn't have a dedicated approval feature, you can easily set this up using Sign in Order combined with the Reassign function.

Step 1: Create the document

1. Start creating your document in Xodo Sign.
2. Enable the Sign in Order toggle.
3. Add the approver as the first signer.
4. Add the final signer as the second signer.
5. Send the document.

Step 2: The approver reviews the document

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

• Sign the document — If they approve, they sign it. The document automatically moves to the next signer.
• Reassign to someone else — If they cannot approve it personally, they can reassign it to another approver.
• Decline the document — If something is wrong, they decline it and the final signer never receives it.

Step 3: The final signer receives the document

The final signer only receives the document for signing after the approver has signed (approved) it in Step 2.