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:
- Our team sets up a Workflow Template based on your use case.
- You create a Workflow Session for each customer journey using the template.
- Run the Workflow Session by creating the necessary Verifications and Signature Requests via API.
- 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.
