How to Build a Multi-Step Approval and Signing Workflow

For your most governed documents, combine every routing tool into one self-running pipeline: approval gate → ordered signing → automatic distribution. 

The Recipe 

1.  Approvers first. On the Approvers tab, add the reviewer (or an approver group with an any-one/all rule). Nothing else happens until they approve. 

2.  Ordered signers. Tick Set Signer's order and build your levels — e.g. Level 1: the employee; Level 2: two managers in parallel; Level 3: the director. 

3.  Identity verification where it matters — OTP or access codes on external signers. 

4.  CC the record-keepers. Finance, ops, the archive mailbox — they get the final package automatically. 

5.  Reminders + expiration. The pipeline chases itself and closes itself. 

What You Get 

Send once, and the request routes through review, sequenced signatures, and distribution without a single manual hand-off. The request detail page shows the whole pipeline with per-level status, and the audit trail records every transition — governance you can show an auditor.