VectorViewer
Forms Flow

From a configured form to a fully managed, signed document

This workflow chains VectorForms, VectorSign, and VectorViewer into one path — a prefilled form goes out, comes back signed and verified, and lands as a managed document ready for review.

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Workflow Snapshot7 Steps
1
Configure FormOpen in VectorViewer
7
total steps
3
products used
100%
tracked
Workflow

How a Forms Flow runs end to end

A configured form is published, completed, verified, and stored — with nothing handled outside the suite.

1
Configure Form
Build the form once in VectorForms, with business rules and validation attached.
2
Publish Prefilled Form
Send a prefilled version out to the intended recipient.
3
User Completes & Signs
The recipient fills in the remaining fields and signs through VectorSign.
4
Business Review & Verification
Your team reviews the submission against your business rules.
5
Induct into VectorCloud
The verified submission is brought into managed cloud storage.
6
Store as Managed Document
The record is filed with full version history and access controls.
7
Open in VectorViewer
View, annotate, and review the completed document natively in the browser.
Built From

The products behind this workflow

VectorForms

Configure the fillable form and its business rules.

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VectorSign

Collect a compliant signature from the recipient.

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VectorViewer

Review the completed, managed document.

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Who Uses This

Built for teams collecting signed data from customers

Customer operations

Collect prefilled, verified submissions instead of chasing paper forms back and forth.

Sales & onboarding

Send a prefilled form and signature request in one link, with no login required for the recipient.

Compliance teams

Rely on business rules to validate submissions before they're accepted into managed storage.

FAQ

Questions about this workflow

Can this workflow be customized for a specific form?

Every step, business rule, and reviewer can be configured per form, and VectorFlow can chain custom variations of this same path.

Does the signer need an account to complete the form?

No — the prefilled form and signature request can be completed through a shared link, without requiring a login.

What happens if the business review finds an issue?

The submission can be routed back to the signer for correction before it's inducted into managed storage.

Can this workflow prefill data we already have on the recipient?

The form can arrive with known fields already filled in, so the recipient only needs to confirm or complete what's missing.

See this workflow running on your documents.

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