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How to allow signers to sign in a particular order?

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In BoldSign, enabling the Signing order option allows you to specify the sequence in which signers will receive the email and subsequently sign the document. This ensures that documents are handled in an organized and accountable manner.

Follow the below steps to allow signers to sign in a particular order:

  • Begin by clicking on the Create New option and selecting Create New Document.
  • On the Prepare document page, upload the document that requires signatures.
  • Under the Add recipients section, add the individuals who need to sign the document. You can add multiple signers by clicking the Add Recipient option.
  • Additionally, you can add yourself as a signer by clicking the Add me option.
  • To establish a specific signing sequence, enable the Signing order toggle button. This ensures that signers will receive the document and signing notifications in the order you specify.
  • Drag and drop the recipients into the desired order using the drag handles. This sets the sequence in which the signers will receive the document.

Enable Signing order.gif

  • Fill in all other required document details and click Next to proceed to the Configure fields page.
  • Drag and drop the required form fields onto the document if necessary.
  • Then, click Send to initiate the signing process.
  • Now, the document will be sent only to the first signer in the specified sequence.
  • The next signer in the queue will only receive the document after the initial signer has reviewed and signed it. This process will continue until all signers have signed the document in the predefined order.
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