Custom Workflow Fields

Every business process comes with its own unique identifier. A loan has a Loan Application Number, HR assigns Employee IDs, banks run on Customer and CIF numbers, vendor NDAs carry Vendor IDs.

A typical eSign flow does not support these identifiers — instead running on a static and fixed set of identifiers like Document Name and Internal Reference number.

This creates 3 problems:

🔗 An extra mapping exercise: You have to map your internal identifier to the eSign flow's identifier — an extra "mapping" and "integration" exercise in your own systems
🚫 No way to block wrong data: If wrong data is passed into the document execution platform, you have no way of catching it
📄 No single view of a transaction: You fill your business identifier (like a Loan ID) into a generic field like IRN — but you can't see all documents executed under that Loan ID in one place. You have to open each document to check.

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That's where Leegality Custom Workflow Fields comes in.

With Custom Workflow Fields, you can:

🧩 Add your own custom fields to the Leegality document workflow.

✅ Build regex validations for each custom field — helping prevent errors and incorrect data.

🔗 Use the same unique business identifier across your documents and other systems — ensuring documents are truly integrated into your information system.