Ok Here is the situation:
This is the flow of work.
A document gets put into a document library. That’s when the workflow should start by sending an email to person 1. Person 1 signs the document (By using a third party signature product), SAVES it, whereby a second emaiil is sent out alerting person 2 there is a document waiting for them to reviewand or sign. Person 2 signs it an email gets sent to person 3, etc…..All the while this document is sitting in the document library being changed by being signed and saved. My problem is, once it is saved by every person, how do I let the workflow know to send it to the nexxt person? Do I use versioning? How do I kick this off? Does anyone have any ideas?
Thanks in Advance..
Pat
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I can think of a few ways to handle this.
- Use tasks to maintain your workflow state. Each approval adds a task for the signer. There is a workflow action to handle this for you. When the task is done, it moves to the next step.
- Use the Wait action to have your workflow pause until a change is made. You would have a column for each signer. When the column is filled in, the workflow continues with the email for the next signer.
- Have a workflow that runs for each signing step. The workflow will be kicked off on item change. You will need a column for each signer again. The workflow will examine each column in order to determine what stage it is on and then email the appropriate person.
