Serial and Parallel Processing Flow

This document explains serial-parallel flow and the role order restrictions when roles share the same step number.

Role order restrictions

1. Assignee cannot be placed after the first Signer.

2. Signer cannot be placed before the last Assignee.

3. Copy can be placed anywhere, but the step number must be 1 or higher.

If your template has external documents with Electronic signatures, place document uploader roles before roles that sign those documents.