Sequential routing best practices
3 min read
Updated Apr 9, 2026
Sequential routes create control and clarity, but they can also slow completion if the order is not thoughtfully designed. A few practical habits keep the route moving.
Before you begin
A workflow with real order dependencies
A finalized recipient list
A decision on who must act first
Keep the chain as short as possible
Only use sequential routing for participants who truly need to wait on each other.
Unnecessary ordering is one of the fastest ways to slow down a workflow.
Explain the order to recipients
A short custom message can prevent confusion when later recipients are not able to access the package yet.
This is especially helpful in cross-functional approval chains.
Monitor the active step closely
When a sequential package stalls, focus follow-up on the current active participant rather than everyone in the chain.
Use Sent and activity history before you remind or resend.
Pro Tips
Put the most time-sensitive reviewer first if the rest of the chain depends on them.
Avoid stacking too many approvers before any signer unless policy truly requires it.
Use due dates and reminder timing that reflect the length of the full chain.
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