If your document has more than one recipient, you can choose to set a signing order. This lets you control the order in which your recipients receive and sign your document.

A convenient signing order diagram allows you to see a visual representation of how your document will be distributed to the recipients.

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

With Set signing order enabled, you can specify a recipient routing order. You can set up a simple sequential routing order, where each recipient receives the email notification once the previous recipient has completed the document. You can also have a mix of sequential and parallel routing.

When you use a signing order, you can route a document to the same person multiple times. For example, you want to send a purchase order to your manager to approve, then send it on to purchasing to sign, and finally send a copy to your manager again.

With Set signing order disabled, all recipients receive the document in parallel.

Example – Sequential Routing

Let’s say your independent contractor business sends Statement of Work (SOW) contracts for client approval. Your current client has two approvers: the project manager and the finance officer. You need the project manager to approve the contract before it goes to the finance officer for final approval.

Once you have both approvals, you want to send a copy to your firm’s accounting manager. With Set signing order turned on, you can set up this sequential routing so that your three recipients receive and execute your document one after the other.

Get the full rundown on adding recipients, here.

(Visited 137 times, 1 visits today)