Blueprints

Blueprints are reusable workflow definitions that orchestrate multiple templates and define the end-to-end process for document generation, collaboration, and e-signatures. They serve as process blueprints that can be instantiated into workflows with specific data and participants.

Each blueprint contains documents (references to templates), entity slots (structured data requirements across all documents), roles (participants needed), and steps (the orchestrated process flow). Steps are organized in a tree-based hierarchy starting from a root step. Group steps can have child steps that execute in parallel or sequentially, participant steps define where users interact with documents, and you can add conditional logic to control the flow. For example, a real estate closing blueprint might have a root group with parallel branches for buyer and seller document reviews, followed by sequential steps for escrow processing and final signatures.

Blueprints follow semantic versioning (major.minor.patch) and lifecycle management (Draft, Active, Deprecated). This allows your processes to evolve over time while maintaining backward compatibility - draft blueprints can be edited freely, but once activated, they become immutable and require new versions for any changes.

Blueprints can be previewed directly within Signstack using scenarios with realistic entity data, and can be instantiated into workflows with actual participants and data for execution.