Form-to-signature workflowSend a form. Get back a signed, verified, filed document.
Forms Flow connects VectorForms, VectorSign and VectorViewer into one path. A prefilled form goes out, comes back signed, gets checked by your team, and lands as a managed document you can open any time.
7
steps, end to end
3
products working together
0
accounts for your recipient to create
Say you’re onboarding a new client. You already know their name, address and account number. Today you probably email a blank PDF anyway, wait for a scan to come back, find a missed signature on page four, and start over.
With Forms Flow, the form arrives with what you already know filled in. The client completes the rest and signs in one sitting. Rules catch the gaps before they submit, and the finished document is filed where your team can find it. You set this up once per form, and every submission after that follows the same path.
The seven steps.
Everything stays inside the suite, from publishing the form to storing the final record.
1
Configure the form
VectorForms
Build it once, with fields, validation and business rules attached. The AI rule assistant can help write the rules.
2
Publish it, prefilled
VectorForms
Send a version with known data already filled in to the person who needs to complete it.
3
They complete and sign
VectorSign
The recipient fills in the remaining fields and signs, from a link, with no login.
4
Your team reviews it
The submission is checked against your business rules. If something’s off, it goes back to the signer to fix.
5
It moves into managed storage
Managed storage
Once verified, the submission is inducted into managed cloud storage.
6
It’s stored as a managed document
Filed with full version history and access controls.
7
Anyone with access can open it
VectorViewer
View, annotate and review the completed document in the browser, whenever it’s needed.
You always know where every form is.
Each submission carries a status, so “did they send it back yet?” has an answer without anyone checking an inbox.
Created
Published and sent out
Saved
Started, not finished
Submitted
Complete and validated
Signed
Signature captured
Verified
Passed your team’s review
Inducted
Filed as a managed document
You set up, once
- The fields, and which ones are required
- Calculations and conditional logic
- Which data gets prefilled
- Who signs, and in what order
- Who reviews, and what they check
The suite handles, every time
- Sending the prefilled form and signature link
- Blocking incomplete submissions
- Routing to the right reviewer
- Filing the signed copy with version history
- Tracking status from created to inducted
Teams that get the most out of it.
Customer operations
Prefilled, verified submissions instead of paper forms going back and forth by email.
Sales & onboarding
The form and the signature request go out as one link. The new client never sees a login screen.
Compliance
Business rules validate every submission before it reaches managed storage.
About this workflow.
Can we change the steps?
Yes. Every step, rule and reviewer can be set per form, and VectorFlow can chain your own variations.
Does the signer need an account?
No. The form and signature request work through a shared link.
What if a submission fails review?
It goes back to the signer for correction before it’s stored. Nothing incomplete gets filed.
Can we prefill what we already know?
Yes. Known recipient data is filled in ahead of time, so the signer only confirms or completes the rest.