How to set the signing order of the signers?

A signing order refers to the sequence in which multiple signers are required to sign a document. It is typically easy and can be done through a simple drag-and-drop interface. By default, the Signing order option is disabled, which allows all signers to receive the mail simultaneously, and they can proceed to sign the document, regardless of their signing order. However, in some cases, it may be necessary to specify the signing order. Enabling the Signing order option allows you to specify the order in which signers will receive the email and sign the document.

Follow the steps below to change the signing order of the signers:

• Click Create New and select the Create New Document option.
• On the Prepare document page, upload the document that needs to be signed by the recipient.
• Add the recipient under the Add recipients section. If you need to add multiple signers, click the Add Recipient option, and you can also add yourself as a signer by clicking the Add me option.
• Enable the Signing order toggle button to specify the order of signers.
• Now, you can drag and drop the recipients into the desired order using the drag handle, as shown below.

• Fill in all other required fields and click Next.
• Drag and drop the required form fields and click Send.
• Now, the document will only be sent to the first signer and notified through email. Once the initial signer has reviewed and signed the document, the email will be sent to the next person in the queue for review and signature, and so on, until all signers have signed.

• After all the signers have signed, the final signed copies will be emailed to all signers simultaneously, regardless of their signing order position.
• Additionally, to send an alert email for signers, enable the Alert signers in advance for sign-in-sequence documents option on the Business Profile page and click the Save changes button.

• By enabling the above option, the first signer will receive the standard review and sign email, and upcoming signers will be informed that they are one of the signers and will receive a notification when it is their turn to sign, as shown below.

• Once subsequent signers complete signing the document, the preceding signers will be notified for each subsequent signer who completes the signing process.

We have also published a video tutorial on this topic. Check out the video below: