Users now have the option to control the signing order when sending a document by enabling or disabling it.
Updated: September 18, 2024
Key Features:
- Enable/disable Signing Order: User can choose to enforce a signing order for recipient or not.
- Drag and Drop Reordering: Easily reorder recipient according to preference.
- Sequential Email Triggering: When Signing Order is enabled, emails are triggered based on the order of signees.
- Simultaneous Email Sending: When Signing Order is Disabled, all recipients received emails simultaneously.
Benefits:
- Enhanced Control: Users can dictate the signing order, ensuring streamlined process
- Improved Efficiency: Drag and drop functionality simplifies the management of signees.
How To Use The Feature?
Enabling/Disabling Signing Order:
- Navigate to Payments > Document & Contract > click Template/all Documents & Contract > Use template/click the document you want to send > click Recipient icon > toggle Set Signing Order switch to enable or disable the feature as per your preference.
Reordering Signers/Recipients:
- Click and hold on the signer/recipient’s name.
- Drag it to the desired position in the list.
- Release to apply the new order.
Managing Email Triggering:
- When Signing Order is enabled, emails are sent sequentially based on the order of signers/recipients.
- When Signing Order is disabled, emails are sent to all recipients simultaneously.
