Sequential and parallel signing
Define the goals, responsibilities, and practical requirements for sequential and parallel signing within the electronic signing engagement.
Electronic signing
Built around your work.
Scope document workflows with signing order, approval rules, connected systems, and reduced paper handling.
WHAT THIS CONNECTS
A clearer view of the work.
Multi-party approvals
Define the goals, responsibilities, and practical requirements for multi-party approvals within the electronic signing engagement.
Conditional workflow rules
Define the goals, responsibilities, and practical requirements for conditional workflow rules within the electronic signing engagement.
CRM and storage integration scope
Keep the customer context connected to the interaction, the work, and the next useful action.
SCOPE THE CAPABILITY
Plan the workflow before the deployment.
Map the operational request
Establish the goal and the information needed for this part of the work.
Define records, owners, and handoffs
Identify the people, records, and connections involved.
Configure and validate the scoped workflow
Agree access, responsibilities, integrations, and delivery requirements.
Review completion and performance
Review the result against the business goal and implementation scope.
PLAN YOUR IMPLEMENTATION
Match the scope to your needs.
The catalogue describes solution scope. It does not mean a universal ERP or all native modules are activated for every account. Creator Studio, the module marketplace, and an organization’s production deployment have separate readiness and permissions.
PART OF THE LARGER SYSTEM
Make the next connection.
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XCORE Module Library
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Industry Workflow Profiles
Business workflow profiles showing how industry needs can shape software, services, and implementation scope.
Explore Industry Workflow Profiles