Setting up signing order

Transcript

You can precisely define a signing order when sending a document for signature. You can set up signing in a specific order, send to everyone at exactly the same time, or a combination of the two. You can also send to recipient groups, which are used when you need sign off from a department or organization, but not from one specific individual in that group. To start, select Request signatures. Enter the email addresses of your signers. I’m going to copy and paste a bunch of signatures. In this example, the signature order is specified by the numbers. If the order doesn’t matter, select Complete in Any Order.

When the order matters, just drag and drop the boxes in the order you want or simply type a number into the box at the left. To change so that two people sign at the same time, just select the edge and drag until you see Complete in Parallel, and then release. I’ll do this for two different signatures here.

If you need to sign the document as well, select Add Me. To remove any recipients, select the X on the right. Use Add Recipient Group when you need a signature from anyone within the group or department. I’ll create one called HR, and paste some more emails again.

Whoever sees the document first, can sign on behalf of HR with a recipient group. This keeps the signature process moving along. And that’s how easy it is to set up a specific signature order all at once or a mix of the two, or even create recipient groups which gives you complete control over the ordering of your recipient signatures. And regardless of what type of routing you choose, all parties receive an email with a signed, legally-binding PDF attached. -