> **Source:** https://knowledge.leegality.com/document-execution/workflows/run-workflow > **Site:** Leegality Knowledge Base — https://knowledge.leegality.com > **About:** Leegality is a document execution platform covering eSigning, stamps, NeSL, workflows, and REST API integration. > **Navigation:** Every article on this site has a plain-text version at `.txt` (this format). To get an index of all articles with their `.txt` links, read: https://knowledge.leegality.com/llms.txt > **AI Guide:** For instructions on how to navigate this knowledge base as an AI agent, read: https://knowledge.leegality.com/ai-readable.txt --- # Run a Workflow #### Via Dashboard ## Via Dashboard 1. Click on the **Workflows** in the left panel. 2. Find the workflow you want to run. (**Note:** You can search by workflow name or ID.) 3. To run the workflow; - **For a template workflow:** Click on the **Three dots (⋮)** and select **Run**. - **For a PDF workflow:** Click on the **Run** button on the right. > **Info — Note** > > Options available for you to use is the matter of [**workflow creation**](https://knowledge.leegality.com/document-execution/workflows/create-workflow). --- ### Step 1: Prepare Your Document Depending on the workflow configuration, you may need to upload a pdf or the template which was configured in the workflow creation stage will be automatically selected. 1. **Name the Document:** Enter the name of the document. The document name will appear in the email subject and body. > **Tip — Example** > > **Email Subject:** “Invitation to eSign: Service Level Agreement” 2. **Internal Reference Number:** Enter the Internal Reference Number for the document. The **Name** and **Internal Reference Number (IRN)** fields have a maximum character limit of 255. The following special characters are allowed: **| - : ( ) , _. [ ] &/**. --- ### Step 2: Add Stamps Papers Depending on the workflow configuration, you may have options to select or simply confirm the stamp settings when running the workflow. > **Info — Note** > > The options below are based on the workflow configuration. Not all workflows will allow selection or modification of stamp settings. #### Single Stamp Series **Option 1:** - You must select a stamp series from the dropdown. This selection is mandatory to proceed. **Option 2:** - The workflow creator has fixed the stamp series, which cannot be disabled or modified. #### Multiple Stamp Series #### Multiple Stamp Series **Option 1:** - You may select a stamp series and specify the number of stamps to attach. This is optional; you can proceed without making a selection. **Option 2:** - The stamp series is fixed by the workflow creator, but you must enter the number of stamps to use from that series. You cannot select any other series. **Option 3:** - Both the stamp series and the stamp quantity are fixed by the workflow creator and cannot be changed. #### Stamp Group #### Stamp Group **Option 1:** - You can select a stamp group and specify the total stamp value to be attached. Both the selection and the stamp value are mandatory to proceed. **Option 2:** - The stamp group is fixed by the workflow creator, but you must enter the stamp value. You cannot select a different stamp group. **Option 3:** - Both the stamp group and the stamp value are preset by the workflow creator and cannot be modified. --- ### Fill Template Fields (Optional) > **Info — Conditional Step** > > This step appears only when the workflow uses a template with fillable fields. If your workflow includes a template with form fields, you will have the option to fill them before proceeding. The Fill Template screen is divided into two sections: - **Left Panel - Live Preview:** Displays a real-time preview of the document as you fill in the fields. Changes made on the right are immediately reflected here. - **Right Panel - Form Fields:** Lists all available fields in the template. Enter or select values for each field as required. As you complete each field on the right, the corresponding field in the document preview on the left updates instantly, allowing you to verify your entries before continuing. > Sender can enable **Allow first invitee to fill** to allow the first invitee in the signing order to fill the template fields before signing the document. > **Tip — Best Practice** > > We recommend filling template fields at this stage rather than during the signing journey. When fields like addresses or descriptions are filled, they may expand and shift the document content downward. Since signature coordinates are placed at fixed positions on the document, filling fields beforehand ensures that signatures align perfectly with the final document layout. Once you've filled all required fields, click **Next** to proceed. --- ### Step 3: Invite Configuration > **Info — Note** > > All settings configured during workflow creation are automatically applied here. The availability of certain features depends on the workflow creator’s configuration. #### eSign Type eSign type will be enforced as defined during the workflow creation and cannot be modified. - [**eSign Type**](https://knowledge.leegality.com/category/esign-types)**:** Choose from Aadhaar, DSC, Doc Signer, Virtual Sign, Visual Sign, or Quick Sign. #### Invitee Type > **Info — Note** > > The workflow runner cannot change the invitee type. You can only enter the invitee-specific parameters—such as Name and Contact Details (Email or Phone) when running the workflow. - [**Reviewer:**](https://knowledge.leegality.com/document-execution/leegality-features/invitee-level/types-of-invitee/reviewer) A non-signing invitee who needs to review the document’s content and then approve or reject it. - [**Group Invitee:**](https://knowledge.leegality.com/document-execution/leegality-features/invitee-level/types-of-invitee/group-invitee) A Group Invitee allows multiple signers, but only a specified number need to sign. - **For example**, if a group has three authorized signers and any two signatures are required, the document progresses once two members sign. - [**CC Invitee:**](https://knowledge.leegality.com/document-execution/leegality-features/invitee-level/types-of-invitee/cc) A CC Invitee does not sign the document but receives notifications about the document's progress. - **Invitation & Reminders:** When an invitation is sent, resent, or nearing expiry. - **Signing Progress:** When an invitee signs, a reviewer approves/rejects, or the document is completed. - **Failures & Expiry:** If signing fails due to expiry, face match, liveliness, or location issues. - **Final Documents:** Completed document and audit trail upon signing completion. #### Security Features The availability of these security features depends on the workflow configuration. If not enabled during workflow creation, they may not be applicable. - **Authentication:** Invitees must authenticate their identity before accessing the document to ensure only the intended recipient can proceed. - [**One-factor Authentication**](https://knowledge.leegality.com/document-execution/leegality-features/invitee-level/security/one-factor-authentication)**:** OTP verification via email or phone number. - [**Two-factor Authentication**](https://knowledge.leegality.com/document-execution/leegality-features/invitee-level/security/two-factor-authentication)**:** OTP verification via both email and phone number. - **GPS Location:** If Allow Workflow Runner Modifications was enabled during workflow creation then the workflow runner can input or modify the Accuracy Threshold, Latitude-Longitude, and Permissible Radius while running the workflow. - [**Capture GPS Location:**](https://knowledge.leegality.com/document-execution/leegality-features/invitee-level/security/capture-gps-location?type=new-document-journey) Record the invitee's location at the time of signing the document. - [**Accuracy-based restriction:**](https://knowledge.leegality.com/document-execution/leegality-features/invitee-level/security/capture-gps-location?type=new-document-journey) Don’t allow the invitee to sign if the captured location is not accurate up to a certain number of meters. - [**Location-based restriction:**](https://knowledge.leegality.com/document-execution/leegality-features/invitee-level/security/capture-gps-location?type=new-document-journey) Restrict signing if the signer is outside of the configured area. - **Identity Verification** - [**Face Capture:**](https://knowledge.leegality.com/document-execution/leegality-features/invitee-level/security/capture-photo) Capture the photo of the signer before allowing them to sign the document. - [**Face Match:**](https://knowledge.leegality.com/document-execution/leegality-features/invitee-level/security/face-match) Capture the photo of the signer and match it against the reference image uploaded by the sender. - **User Liveliness![External Link](https://knowledge.leegality.com/img/external-link-svgrepo-com.svg):** Ensure real-time presence of the signer. - [**Manual User Liveliness (OTP-based):**](https://knowledge.leegality.com/document-execution/leegality-features/invitee-level/security/manual-liveliness) The signer needs to capture a photo of themselves while showing the OTP appearing on the screen. - [**Smart User Liveliness (AI-powered):**](https://knowledge.leegality.com/document-execution/leegality-features/invitee-level/security/smart-user-liveliness) AI-based solution that ensure the person sitting in front of camera is actively present there. It detects spoofs like photo and pre-recorded videos. #### Signature Appearance The features listed below are available only if configured in the workflow. - [**Invitee Name on Signature:**](https://knowledge.leegality.com/document-execution/leegality-features/invitee-level/esignature-appearance/invitee-name-in-signature) Choose whether to display the invitee’s name in the signature. - [**Company Seal:**](https://knowledge.leegality.com/document-execution/leegality-features/invitee-level/esignature-appearance/company-seal) Ask invitee to upload the image company (organization) seal. If the signer has a Leegality account, the company seal will auto-fill based on the preferences. - [**Invitee Name Editing:**](https://knowledge.leegality.com/document-execution/leegality-features/invitee-level/esignature-appearance/invitee-name-editing) Allow or restrict name editing during signing. #### Other Features The features listed below are available only if configured in the workflow. - [**Custom Webhook and URL:**](https://knowledge.leegality.com/document-execution/leegality-features/invitee-level/custom-url-and-webhook/webhook-and-url) Enable integrations for real-time updates. - [**Supporting Documents:**](https://knowledge.leegality.com/document-execution/leegality-features/invitee-level/other-features/supporting-documents) The Supporting document helps you request additional documentation, which invitee needs to upload during signing journey. - [**Additional Consent Terms:**](https://knowledge.leegality.com/document-execution/leegality-features/invitee-level/other-features/additional-consent) Add custom terms and conditions alongside default consent. - [**Mask Contact Details:**](https://knowledge.leegality.com/document-execution/leegality-features/invitee-level/other-features/mask-contact-details) Hide other invitees' contact details for privacy. - [**Reject to Sign:**](https://knowledge.leegality.com/document-execution/leegality-features/invitee-level/other-features/reject-to-sign) Provide an option to reject to sign the document. --- ### Step 4: Document-level configurations - [**Signing Link Expiry**](https://knowledge.leegality.com/document-execution/leegality-features/document-level/document-expiry)**:** Set a deadline for invitees to sign or review the document. The signing or reviewing link can expire: - After a specific number of days - Within 45 minutes - By the end of the day Once expired, the invitee cannot access the document. Sender needs to re-activate the document. - [**Transfer Completed Document**](https://knowledge.leegality.com/document-execution/leegality-features/document-level/sftp)**:** Automatically transfer signed documents via SFTP. - [**Custom Message**](https://knowledge.leegality.com/document-execution/leegality-features/document-level/custom-message)**:** Add a personalized note to the email body. Once all necessary details are entered, click **Next** to continue. --- ### Step 5: Finalize Page This page provides a preview of the final document that will be sent out for signing. Here, you can verify the signature coordinates as configured in the workflow. - **Signature Coordinates:** - The signature placement is fixed according to the workflow configuration. - If invitee details for any signature coordinate are left blank, that signature box will remain empty. > **Tip — Example** > > In a workflow with three invitees, if the second invitee's details are not provided, the corresponding signature coordinate box will remain empty as well. - **Final Check:** - Review the preview to ensure all elements (including signature coordinates) appear as expected. - Once satisfied, click **Send**. After clicking **Send**, your workflow is executed and the document is dispatched for signing. You will be redirected to the Document Details page to monitor progress and view invitee actions. #### Via API ## Via API **Prerequisites** * [Auth token](https://knowledge.leegality.com/document-execution/settings/account-level/API/how-to-enable-api.md) * Workflow API payload To run a workflow via API, you need a request body which is called API payload. To download it 1. Click on the **Workflows** in the left panel. 2. Find the workflow you want to run. (**Note:** You can search by workflow name or ID.) 3. Click on the **three dots (⋮)** and select the **Download API Payload** option. A JSON file containing the workflow configuration will be downloaded. Use this file in a API 3.0 POST request to create an eSign request. > **Tip — **For more information:**** > > To learn how to create an eSign request using the API, refer to the [**API Reference Guide**](https://www.leegality.com/api-reference-guide/api-reference-guide). > > To explore available API 3.0 methods, check out the [**API Documentation**](https://docs.leegality.com/v3\#tag/Document-Execution-Platform).