Quick Tip: Setting a Signing Order for Recipients

Are you wondering how to set a signing order with DocuSign eSignature? When you obtain more than one electronic signature using DocuSign eSignature, you can set a signing order. This function allows you to control the order in which your recipients receive and sign your document. Within eSignature, when you click on “Add Recipients” ,you can see a visual representation of how the document will be distributed to the recipients. 

With Set signing order enabled, you can specify a recipient routing order.

Setting a Signing Order

With ‘Set signing order’ enabled, you can specify a recipient routing order. You can route in different ways:

  • Simple sequential routing order: In this order, each recipient receives the email notification when the previous signer has completed the document.
  • A mix of parallel and sequential routing: In this order, someone may receive the document first and then others at the same time or vice versa.
  • Allow one person to receive the document multiple times: In this order, you can route a document to the same person multiple times; for example, you could send a purchase order to a manager to approve, then to purchasing, then the signed copy to your manager again.

If you disable “Set Signing Order”, all recipients will receive the document in parallel. If you want to make it even easier for your customers to sign on the go, you can enable the responsive signing function.

Sequential Routing in DocuSign eSignature

You may wish to add a sequence to the signing order for recipients when multiple stakeholders or departments are involved in the contract. For example, suppose you are an independent contractor and need to send a Statement of Work (SOW) for approval. In that case, your client may have multiple approvers, such as the project manager and finance controller. The project manager may need to approve the SOW before it is supported by finance. 

When you have both approvals, you may want to send a copy to your own accountant or account manager. You can set this process up in sequential order so that the recipients receive the document to sign one after the other. Get the full rundown on adding recipients in DocuSign eSignature. Discover other new features in DocuSign eSignature that can help you increase productivity.

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