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Understanding Flows and Templates
Updated
In the Verified platform, Flows or Templates are the structured paths used to create, customize, and route a document envelope out for digital signature. Depending on your organization's setup and subscription tier, you can initiate a signing transaction in three distinct ways.
The 3 Signature Creation Methods
| Method | What it is | Best Used For |
| The Default Flow | The standard step-by-step creation wizard built directly into the Verified app interface. | Everyday ad-hoc contracts, one-off agreements, and manual uploads. |
| Templates | Custom-built web forms (hosted either inside Verified or embedded on your external website) that automatically generate a filled PDF based on user inputs. | Standardized high-volume documents like HR onboarding forms, customer intakes, or NDAs. |
| API Calls | Programmatic integrations that allow your internal software or CRM to automatically generate documents and send them through Verified behind the scenes. | Developers and enterprise companies wanting fully automated signature workflows. |