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Find guides, workflow tutorials, and answers for signatures, approvals, templates, integrations, and operational workflows.

Browse popular topics

E-Signatures

Send, sign, and track documents.

24 articles

Document Workflows

Approval routing and automation.

19 articles

Templates

Reusable operational documents.

16 articles

Team Collaboration

Shared workspaces and approvals.

22 articles

API & Developers

Integrations, APIs, and webhooks.

31 articles

Workspace & Settings

Manage teams, branding, and preferences.

14 articles

Quick answers

Answers to common operational questions.

Open your workspace, upload a document, add recipients, assign fields, and click Send. You can track status from Sent to Completed in real time.

Featured guides

Recommended workflow tutorials and operational best practices.

Onboarding flow

4 steps
  • Offer letter sent
  • HR approval complete
  • IT access pending

Operations

Automating HR onboarding

Reduce manual approvals and paperwork.

8 min read

Approval routing

3 branches
  • Finance -> Legal
  • Parallel reviewer sync
  • Auto-reminder at 24h

Workflows

Building approval workflows

Create structured operational processes.

10 min read

Template stack

12 templates
  • NDA prefilled fields
  • Policy packet bundle
  • Dynamic signer roles

Templates

Using reusable templates

Standardize recurring documents.

7 min read

Review board

96% on-time
  • Mentions and comments
  • Owner escalations
  • Final approval audit trail

Collaboration

Managing team approvals

Coordinate reviews across departments.

9 min read

Step-by-step workflow tutorials

Learn how operational teams use WoltSign in real workflows.

Send your first agreement

  1. 1Upload document
  2. 2Add recipients
  3. 3Assign fields
  4. 4Send workflow
  5. 5Track completion

Create reusable templates

  1. 1Choose document
  2. 2Define roles
  3. 3Place fields
  4. 4Save as template
  5. 5Reuse across teams

Build approval routing

  1. 1Set approvers
  2. 2Add routing rules
  3. 3Enable reminders
  4. 4Launch workflow
  5. 5Monitor status

Configure webhooks

  1. 1Create endpoint
  2. 2Generate secret
  3. 3Subscribe events
  4. 4Validate payloads
  5. 5Monitor retries

Recent product updates

New features, workflow improvements, and operational enhancements.

May 2026

New workflow routing controls

Added conditional branches and role-aware approval routing.

April 2026

Shared template improvements

Improved template versioning and shared team access controls.

April 2026

Webhook delivery updates

Enhanced retry logic, signatures, and event delivery insights.

Still need help?

Our team can help you with workflows, integrations, and operational setup.

Average response time under 24 hours.