> **Source:** https://knowledge.leegality.com/document-execution/workflows/v4/request-workflow
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# Request a v4 workflow

Most v4 workflows with basic functionality can be created by your own admin users—see [Create a V4 Workflow](https://knowledge.leegality.com/document-execution/workflows/v4/create-a-workflow). Workflows that need advanced logic, such as the [Rule Engine](https://knowledge.leegality.com/document-execution/workflows/v4/rule-engine/overview), are built by Leegality's team for higher-plan clients. This guide explains how to get a Leegality-built workflow.

## Before you request

Identify your use case and requirements clearly. Consider the following:

**Document requirements:**
- How many documents do you need in the workflow?
- Do different invitees need different document combinations?
- Where should stamps be placed (if required)?

**Invitee requirements:**
- How many invitee roles do you need (signers, reviewers, CC)?
- What signing order should be followed?
- What eSign type should each invitee use?
- What security settings are required (authentication, GPS, photo capture)?

**Field and configuration requirements:**
- What information needs to be collected at runtime?
- Which fields should be mandatory, optional, or locked?
- What settings should workflow runners be able to modify?
- Do you need configurable stamp options per run?

**Compliance and business rules:**
- What fields must remain locked to ensure compliance?
- What validations or constraints are needed?
- Are there any approval workflows or business logic requirements?

## How to request a v4 workflow

To request a v4 workflow:

1. **Prepare your requirements** using the considerations listed above
2. **Contact your Leegality representative:**

   <!-- POC Placeholder - To be updated -->
   - Account Manager: [Contact details to be added]
   - Support Team: [Contact details to be added]
   - Email: [Email address to be added]

3. **Provide detailed information** about your use case, including:
   - Business scenario and goals
   - Document types and structure
   - Invitee roles and responsibilities
   - Field requirements and governance rules
   - Any specific compliance or security needs

4. **Review the workflow** once created by Leegality's team
5. **Test the workflow** with sample data before production use
6. **Provide feedback** for any adjustments needed

> **Tip — Best practice**
>
> Provide real examples and sample documents when requesting a workflow. This helps the workflow creator understand your exact requirements and build a more accurate configuration.

## What happens after you request?

After you submit your request:

1. **Requirements review:** Leegality's team reviews your requirements and may ask clarifying questions
2. **Workflow creation:** The workflow creator builds and configures your v4 workflow
3. **Notification:** You receive notification when the workflow is ready
4. **Testing phase:** You test the workflow and provide feedback
5. **Refinement:** The workflow creator makes adjustments based on your feedback
6. **Production ready:** The workflow is ready for regular use

## Timeline expectations

<!-- To be updated with actual timelines -->
The time to create a v4 workflow depends on complexity. Typical timelines:

- **Simple workflows:** [Timeline to be added]
- **Moderate complexity:** [Timeline to be added]
- **Complex workflows:** [Timeline to be added]

Your Leegality representative will provide specific timeline estimates based on your requirements.

## Requesting changes to existing workflows

If you need modifications to an existing v4 workflow, contact your Leegality representative with:

- The workflow name or identifier
- What needs to be changed
- Why the change is needed
- Any impact on existing documents or processes

> **Info — Note**
>
> For workflows your admin users created, an admin can edit them directly in your account. For Leegality-built (rule-based) workflows, contact your Leegality representative to request changes.