Adding non template documents to existing custom workflows

[SES-Allen]

We have a multi-signer\reviewer workflow that we use with templates we have created from standard home-buying contacts.  The salespeople execute the workflow and fill out the appropriate contracts for the homes we are selling. The contracts are standard and using them as templates is perfect.  What is not standard is we have several documents that we export from our home building software that are unique so it would not be effective to use a template, nor is helpful to copy and paste the information over to an existing template. 

We want all the signers and reviewers that are part of the existing workflow to review and sign these documents as well, but not sure of how we can include them without being a template during workflow execution.  It would be acceptable if they were not part of the original workflow with the contracts, we ultimately want to avoid the salesperson having to add all the people to sign manually which is error-prone.

Thank you in advance!

[mariahweyne]

Hi!

You can add documents after you start from library and choose you template here

and add the signatures in the next step or you can use text tags in the added documents. Adobe Acrobat Sign Text Tag Guide

[Meenakshi Negi]

Hi Allen29640498ws99,

Thank you for reaching out.

This is something that experts can best answer it. I suggest you please get in touch with our Adobe Sign Enterprise support team to get the correct information about this. You may contact them using the steps indicated in the following help document: https://helpx.adobe.com/sign/using/adobesign-support-resources.html.

For more information on Workflows, refer to the following help document: https://helpx.adobe.com/sign/using/workflow-designer-signature-workflow.html. 

Thanks,

Meenakshi