Envelope Processing Flow Overview

This document explains the available envelope processing flow types and how they affect recipient order.

• Processing flow — the rule set that determines recipient order and document processing behavior

• AUTO flow — a processing flow where the system determines recipient order from role types

• Manual processing flow — a flow where you set recipient order explicitly

• Role — a participant type in a template or envelope flow, such as sender, signer, approver, or copy

See the Glossary for DocStudio term definitions.

DocStudio supports three processing flow types:

1. parallel (AUTO)

2. step-by-step (manual)

3. serial-parallel (manual)

Parallel flow (AUTO)

Parallel flow is configured automatically. Recipients receive the envelope at the same time based on their role type.

Step-by-step flow (manual)

Step-by-step flow sends the envelope in the exact order you define.

1. Enable Set processing order.

2. Configure roles in the required sequence.

Serial-parallel flow (manual)

Use serial-parallel flow when multiple roles share the same step number.

In this case, all roles at the same step receive the envelope at the same time, while the overall flow still follows the step order.

To change a step number, click the Edit icon and update the processing step for each role.