---
title: "Capsule 4: Creating a Signature Workflow"
description: "**Objective:** Create a workflow to automate document signing. --- **Español** [https://despapeliza.io/wp-content/uploads/2026/10/bdmig-65e525ae632a4d3d2962.mp4](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-65e525ae632a4d3d2962.mp4)   --- **English** [https://despapeliza.io/wp-content/uploads/2026/10/bdmig-396201a090bd5e897476.mp4](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-396201a090bd5e897476.mp4)   --- **Português** [https://despapeliza.io/wp-content/uploads/2026/10/bdmig-9955e63621af437d26a9.mp4](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-9955e63621af437d26a9.mp4)   --- **Steps:** ### 1. Access the Workflow module From the left side menu, click on **Workflow** to manage existing signature flows…"
url: "https://despapeliza.io/docs/capsule-4-creating-a-signature-workflow/"
updated: "2026-10-28"
category: Manage Legale.io in 10 Capsules
---

# Capsule 4: Creating a Signature Workflow

**Objective:** Create a workflow to automate document signing.

---

**Español**

  [https://despapeliza.io/wp-content/uploads/2026/10/bdmig-65e525ae632a4d3d2962.mp4](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-65e525ae632a4d3d2962.mp4)

 

---

**English**

 [https://despapeliza.io/wp-content/uploads/2026/10/bdmig-396201a090bd5e897476.mp4](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-396201a090bd5e897476.mp4)

 

---

**Português**

 [https://despapeliza.io/wp-content/uploads/2026/10/bdmig-9955e63621af437d26a9.mp4](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-9955e63621af437d26a9.mp4)

 

---

**Steps:**

### 1. Access the Workflow module

From the left side menu, click on **Workflow** to manage existing signature flows or create a new one.

![](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-7d917422ffe192b0d59d.png)

---

### 2. Click New Workflow

Press the **New Workflow** button to start setting up a new signature workflow.

![](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-a7114c47967c730ec110.png)

---

### 3. Select the document source

You can either use an existing Smart Document or upload a file from your device. In this example, we choose **From a file**, then click **Select file** and **Next**.

![](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-7f402759677b11ca7e63.png)

---

### 4. Add a signer

Once the document is loaded, the viewer will open. Click **Add signer** to configure the signer details.

![](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-f31daa28e9ddd44f04b6.png)

---

### 5. Choose the type of signer

The following options will appear:

Sign myself

Sign by other person

Sign by Legale user

Validator

Legale mobile

Dynamic signer

Select the one that fits your use case.

![](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-71450cdfadafce7f9178.png)

---

### 6. Define the signature position type

Choose between:

**Coordinate:** manually place the signature

**Anchor:** automatically place it based on keywords in the document

![](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-5aa843579e549b211d7c.png)

---

### 7. Place the signature field in the document

Drag the signature field to the exact spot where the user should sign.

![](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-ee85ad738fe57b425797.png)

---

### 8. Confirm and preview the assigned signer

You’ll see the signer’s name or a tag displayed. Click **Next** to continue.

![](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-3f314b00e6bfd57c1796.png)

---

### 9. Configure the signing flow

Set the Flux name, decide whether signers should sign in order or at the same time, and enable the option to send a signed copy.

![](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-76f159476f32cb29e051.png)

---

### 10. Confirm the workflow creation

After saving, the new workflow will appear in the list showing its name, origin, and creation date.

![](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-676dee1dfc1540c3df24.png)

---

### 11. Click “Select Workflow”

Following Capsule 2, we choose the document and Create and Prepare the Workflow.

> [Capsule 2: Uploading Documents to Legale.io](https://despapeliza.io/docs/capsule-2-uploading-documents-to-legale-io/)

[“Capsule 2: Uploading Documents to Legale.io” — Despapeliza](https://despapeliza.io/docs/capsule-2-uploading-documents-to-legale-io/embed/#?secret=Uye9EBJRa3#?secret=4DmfAnYv6I)

Once the document is uploaded, click the **Select Workflow** button at the bottom.

![](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-7f5018a3843beb807199.png)

---

### 12. Choose a saved flow

A list of previously saved flows will appear. Click **Use** on the one you want to apply.

![](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-f6cadf4a0ed5cc7774d2.png)