> **Source:** https://knowledge.leegality.com/document-execution/workflows/v4/overview
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# v4 Workflow

v4 is an advanced workflow system that provides more flexibility and control when sending documents for eSignature. It enables multi-document packs, selective document assignment, and enhanced configuration options.

## What is v4?

v4 is a workflow created by Leegality for your specific use cases. As a workflow runner, you use these pre-configured workflows to send documents for eSignature.

Leegality creates v4 workflows based on your requirements. Once created, you can run these workflows repeatedly to send documents to invitees.

## Key capabilities

### Send multiple documents as a pack

Create packs containing multiple primary documents. Each primary document can contain one or more sub-documents. Assign specific primary documents to individual invitees based on the invitee's roles.

**Example:** Send a loan agreement, property documents, and insurance policy together. Assign all documents to the borrower, only loan agreement to the guarantor, and only property documents to the bank officer.

### Multi-document signing in one journey

Invitees sign multiple primary documents in a single unified session. They receive one notification, access one signing link, and complete all assigned documents in one flow.

### Flexible stamping options

Configure stamps at the primary document level with two options:
- **Stamps for merged document:** One stamp at the beginning of all sub-documents
- **Separate stamps for sub-documents:** Dedicated stamps before each sub-document

Different primary documents can have different stamping configurations.

### Selective document assignment

Assign specific primary documents to each invitee. Each person sees and signs only the documents relevant to them, maintaining privacy and reducing confusion.

### Document pack processing

Configure pack-level settings including pack name, internal reference number, folder selection, auto-deletion timeframe, and SFTP transfer for signed documents.

### Enhanced invitee configuration

Set signing order, configure eSign types, and customize security settings, notifications, and other invitee-level options for each invitee.

## Document structure

v4 uses a three-level hierarchy:

- **Sub-documents:** Individual PDF files you upload — the building blocks of primary documents.
- **Primary documents:** One or more sub-documents combined. Each is signed independently, has its own audit trail, and can be assigned selectively to invitees.
- **Document pack:** The collection of all primary documents, sent together in a single, unified journey.

For a detailed explanation, see [Packs and documents](https://knowledge.leegality.com/document-execution/workflows/v4/understanding-v4/packs-and-documents).

## Roles and responsibilities

| Role | Responsibilities |
|------|------------------|
| **Workflow creator** | Creates v4 workflows based on your requirements. Configures workflow structure and boundaries. |
| **Workflow runner** (Document Sender) | Runs workflows to send documents. Adds sub-documents, configures invitees, assigns documents, sets signature coordinates, and sends packs. |
| **Invitees** | Receive and complete assigned documents in a unified signing journey. |

## v4 vs current workflows

Both v4 and current workflows coexist. v4 will gradually replace the current system over the next few years.

**Use v4 when you need:**
- Multiple documents sent together with selective assignment of documents to invitees
- Different stamping options (stamp for the merged document vs separate stamps per sub-document)
- Ability to add constraints or flexibility to all fields to tailor the workflow runner's flow
- Save eSign Coordinates per sub-documents so that sub-documents exclusion at runtime does not change eSign coordinate placement of subsequent sub-documents
- Unified signing experience for multiple documents

**Use current workflows when:**
- Your existing workflows meet your needs
- You have simple document sending requirements

> **Info — Note**
>
> You cannot convert existing workflows to v4 or use the same API integration.

## Getting started with v4

To use v4 workflows:

1. Identify use cases requiring v4 capabilities
2. Review and test the configured workflow
3. Run the workflow to send documents

> **Info — Note**
>
> Contact your account manager in case you have a complex workflow requirement.

## Next steps

- [Learn how to run v4 workflows](https://knowledge.leegality.com/document-execution/workflows/v4/run-a-pack)
- [Understand pack and document structure](https://knowledge.leegality.com/document-execution/workflows/v4/understanding-v4/packs-and-documents)