> **Source:** https://knowledge.leegality.com/document-execution/workflows/v4/run-workflow/run-a-pack
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---
# Run a v4 workflow

This guide explains how to run a v4 workflow to send documents for eSignature.

## Access your workflow

To access v4 workflows:

1. Navigate to **Workflows** from the left sidebar
2. Go to the **V4 Workflows** tab
3. Find your workflow in the list
4. Click the **Run** button on the right side of the workflow

The workflow configuration opens with three steps: Create, Invite, and Finalise.

## Step 1: Create

In the Create step, configure your document pack.

### Understanding document structure

**Sub-documents:**
- Individual PDF files you upload
- Can be combined to form a primary document

**Primary documents:**
- A set of one or more sub-documents
- Each primary document is signed as an individual document
- Has its own audit trail
- Appears as a separate tab in the interface

**Document pack:**
- Collection of all primary documents
- Sent together to invitees in a unified journey

Signers sign each primary document separately but in the same signing journey.

### Add primary documents

To add a primary document:

1. Click **+ Add Document** to create a new primary document tab
2. The primary document tabs appear at the top of the screen

You can add multiple primary documents to create a document pack.

### Configure each primary document

For each primary document:

#### 1. Upload sub-documents

1. Use the upload PDF box or the placeholder sub-document upload box to add sub-documents
2. Upload multiple sub-documents in the upload PDF box, if needed.
> **Info — Note**
>
> Only a single PDF can be uploaded in the placeholder sub-document upload box.
3. Drag sub-documents to rearrange their order

#### 2. Set document details

1. Enter **Document Name** (the primary document name)
2. Enter **Internal Reference Number**
3. Select a **folder** for the document

#### 3. Configure stamping (if needed)

Enable **Attach Stamping** and choose an option:

**Stamps for merged document:**
- Attaches stamp paper at the beginning of all combined sub-documents
- Example: Stamp → Sub-document A + Sub-document B

**Separate stamps for sub-documents:**
- Attaches dedicated stamp paper to each sub-document
- Example: Stamp → Sub-document A → Stamp → Sub-document B

#### 4. Add reference attachments (optional)

Enable **Reference Attachment** to add reference documents for invitees. Invitees can access and refer to these documents while signing.

> **Tip**
>
> You can also add reference attachment after sending the document from details page.

🔄 Repeat this process for all primary documents in your pack.

### Configure document pack settings

Configure pack-level settings in the right panel. These settings apply to the entire document pack:

**Pack Details:**
- **Pack Name:** Name for the entire pack
- **Pack Internal Reference Number:** Reference for tracking
- **Folder:** Select folder for the pack

**Document Deletion:**
- Set auto-delete time interval
- Uses settings configured in **Settings > Department > Document Security**

**SFTP:**
- Choose SFTP profile for automatic transfer of signed documents
- Documents transfer automatically after completion

After completing all configurations, click **Proceed** to move to the Invite step.

## Step 2: Invite

Configure invitees and their settings.

### Add invitees

**Add signers and reviewers:**
1. Click **Add invitee**
2. Use the dropdown at the top left of the invitee card to select role:
   - Signer
   - Reviewer
   - Group Signer
   - Group Reviewer

**Add CC invitees:**
1. Click **Add CC** at the bottom
2. Provide CC invitee details

### Configure invitee details

For each invitee, enter:

- **Name**
- **Email address**
- **Phone number**

### Set signing order

1. Click and hold invitee cards to drag and reorder
2. Enable **lock signing order** to enforce the sequence

Invitees receive notifications and can sign only in the specified order when locked.

### Configure invitee settings

Select an invitee card to view their settings in the right panel:

**eSign type:**
- Choose the eSignature type for this invitee
- Available options depend on your account configuration

**Invitee-level options:**
- Security settings (authentication, GPS, photo capture, etc.)
- Notification preferences
- Custom consent messages
- Signing retry attempts
- Other invitee-specific configurations

All changes save automatically as you configure settings.

### Assign documents to invitees

Each invitee must be assigned at least one primary document:

1. Click **Assign Documents** on the invitee card
2. Select which primary document(s) this invitee should sign
3. Invitees see and sign only their assigned documents

**Example:**
- Borrower: Assigned Loan Agreement and Property Documents
- Guarantor: Assigned Loan Agreement only
- Bank Officer: Assigned as CC on Property Documents only

This selective assignment maintains privacy and relevance.

🔄 Repeat the configuration process for all invitees. Click **Proceed** when done to move to the Finalise step.

## Step 3: Finalise

Set signature coordinates and send the pack.

### Preview documents

1. Use the tabs at the top to switch between primary documents
2. Review each document before setting coordinates
3. Verify document content and structure

### Place signature coordinates

By default, signature coordinates appear at the bottom of each page. To customize:

1. In the **Coordinate Placement** panel on the right, find the invitee
2. Click the invitee's **signature button**
3. The signature coordinate attaches to your cursor
4. Click on the document where you want the signature to appear
5. The coordinate is placed at that location

Repeat for each invitee who needs to sign this primary document.

### Copy coordinates across pages

After placing a signature coordinate, copy it to multiple pages:

**All pages within this sub-doc:**
- Copies coordinates to all pages of the current sub-document only
- Example: 5-page sub-document A1 → coordinate copied to all 5 pages

**All pages across all sub-docs:**
- Copies coordinates to all pages of all sub-documents in the primary document
- Example: Sub-doc A1 (5 pages) + Sub-doc A2 (10 pages) → coordinate copied to all 15 pages

Configure coordinates for all primary documents in your pack.

### Send the pack

After configuring all signature coordinates:

1. Click **Proceed**
2. If the pack is processed within 10 seconds, then you will be redirected to the Details Page
3. If the pack takes more than 10 seconds to process, you'll see: "Document pack is being processed. This may take a few seconds."
4. Your pack is queued for processing

**During processing:**
- Continue using the dashboard normally
- View status in the **Processing Queue** if needed
- Documents will be sent automatically to invitees once processed

Once processing completes, invitees can begin signing.

## After sending

**Track progress:**
- Monitor pack completion status from details page
- View which invitees have completed signing
- Check individual document status

## Next steps

- [Understand signing journey](https://knowledge.leegality.com/document-execution/workflows/v4/signing-experience/multi-document-signing)
- [Learn about pack structure and concepts](https://knowledge.leegality.com/document-execution/workflows/v4/understanding-v4/packs-and-documents)\