Configuring signer workflow programatically

Hey, You can definitely set a signer workflow through the Java SDK/REST API. For the Java SDK, you would use the .signerOrder() method when building your signer object. You can find a detailed example in our documentation, here. For the REST API, you will need to add an "index" when building your "roles" object. Here's an example that will create a package with a signer workflow.

{
  "roles": [
    {
      "id": "Signer1",
      "index": 1,
      "signers": [
        {
          "firstName": "John",
          "lastName": "Smith",
          "email": "[email protected]"
        }
      ]
    },
    {
      "id": "Signer2",
      "index": 2,
      "signers": [
        {
          "firstName": "Mary",
          "lastName": "Doe",
          "email": "[email protected]"
        }
      ]
    }
  ],
  "documents": [
    {
      "name": "doc1"
    }
  ],
  "type": "PACKAGE",
  "status": "DRAFT",
  "name": "testing this!"
}

Thanks Haris. so the follow-up questions is how do we setup the option without the workflow? i.e. the signers can sign simultaneously.

As you mentioned in your first post, it's the default behavior (i.e. no signer workflow). If you don't set one, all of your signers can sign in parallel. If you set signer workflow, you can either have your signers sign one after the other or you can mix it. For example, say you have 3 signers. You can have one signer sign first by setting the index to 1 and the other two sign in parallel by setting the indexes to 2.

Great. Thanks Haris regards Neel