How to change the signing order of the signers on the BoldSign mobile application?

BoldSign’s signing order allows you to specify the order in which signers will receive the email and sign the document. By default, the Signing order option is disabled but can be enabled if required.

Follow the steps below to change the signing order of the signers on the BoldSign mobile application:

• On the dashboard page, tap the + button in the bottom navigation bar to display the Create New bottom sheet and select the Create New Document option.
• You will be navigated to the Upload Documents screen. Tap the Upload Documents button to upload files.
• Then tap the Continue button to proceed to the Recipient List screen.

• Add the recipients by tapping the Add recipient button at the bottom of the bar.
• After entering the recipient, tap the Add recipient button to add the recipient. If you need to add multiple signers, tap the Add Recipient button.
• You can also add yourself as a signer by tapping the Add me option.

• Tap the Signing order toggle button to enable the signing order.
• You can change the position of the signers by tapping and holding on a signer and moving them upwards or downwards.

• Then tap the Next button to navigate to the Prepare Document screen. You can add CC recipients and change the document title and message, then tap the Configure fields button.

• On the Configure fields screen, tap the + Fields button at the bottom of the screen or long press on the document and the list of form fields will be displayed.
• Select the required form fields for each signer and place them in the desired positions on the document.
• Once the form fields are added, tap the Continue button.

• You will be taken to the Document Actions screen. Tap the Send document option to send the document for signature.

• The Document Summary screen will be displayed. Confirm all the details and tap the Send button.

• The document will be sent successfully, and a confirmation message will be displayed as shown below.

• Now, the document will be sent to the first signer, who receives a notification. After the initial signer has reviewed and signed, the next person in the queue is notified to review and sign. This process repeats until all signers have signed.
• Once all signers have signed, final copies are emailed simultaneously to all signers, irrespective of their signing order.