Introducing Workflows

You can now orchestrate entire contracting processes with our new Workflows feature.

Workflows allow you to design complete verification and signature journeys (KYC, KYB, etc.) tailored to your needs — all steps managed by Yousign in a single flow.

How it works:

1. Our team sets up a Workflow Template based on your use case.
2. You create a Workflow Session for each customer journey using the template.
3. Run the Workflow Session by creating the necessary Verifications and Signature Requests via API.
4. Track the progress of your Workflow Sessions directly in your in-app dashboard (coming soon).

With Workflows, you benefit from a streamlined user experience, centralised data, and faster integration.

Learn more in our dedicated guide.