After you have built out your stage/transition process in your draft category, you will be able to add stage assignees and workflows signatures for each stage.
Stage Assignees
Stage assignees are set in each stage of the category and are users that are responsible for completing that stage. To add assignees, click on the manage stage assignees/signatures option at the bottom of each stage.
A slider box will open. Under the stage assignees section, select at least one user or role from the dropdown; you do not need to add both a single user and a role.
Stage Signatures
After defining stage owners (stage assignees), you will configure the approval signature workflows (stage signatures). These approval signatures will need to be completed to progress to the next stage. To create the stage workflows, click the blue plus button next to signing order.
The approval step will need named and action type chosen. When the action type is selected, more fields will populate.
Needs to Sign
Add the information that is needed for this step type. Save the approval step when finished.
Needs to View
Add the information that is needed for this step type. Save the approval step when finished.
Adding Additional Approval Steps
To create another stage signature approval step (if needed) click on the blue plus button again. Repeat the outlined steps above for all stage workflow approval steps that are created for each stage in the category.