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More Tutorials from the Community (video 1)Open in a new tabMore Tutorials from the Community
Clients/Users now have the flexibility to enable/disable Signing Order while sending documents. This will help all the users who need approvers for their documents to use it with ease.
Drag and drop functionality facilitates easy reordering of signers/recipients.
Key Features
Enable/disable Signing Order: Clients/Users can choose whether to enforce a signing order for recipients or not.
Drag and Drop Reordering: Easily reorder signers/recipients according to preference.
Sequential Email Triggering: When Signing Order is
enabled
, emails are triggered based on the order of signers/recipients.
Simultaneous Email Sending: When Signing Order is disabled, all recipients receive emails simultaneously.
Benefits
Enhanced Control: Clients/Users can dictate the signing order, ensuring a streamlined process.
Improved Efficiency: Drag and drop functionality simplifies the management of signers/recipients.
How to Use?
Enabling/Disabling Signing Order:
Navigate to the document or contract sending interface.
Toggle the Signing Order switch to enable or disable the feature as per your preference.
More Tutorials from the Community (image 1 of 3)What this shows Navigate to the document or contract sending interface.What this showsIllustrates the "More Tutorials from the Community" section of "How to Set Signing Order for Recipients in Documents and Contracts".This screenshot appears in the "More Tutorials from the Community" section of "How to Set Signing Order for Recipients in Documents and Contracts". The text alongside this image reads: Navigate to the document or contract sending interface. Toggle the Signing Order switch to enable or disable the feature as per your preference. Immediately after, the guide continues: Click and hold on the signer/recipient’s name. Drag it to the desired position in the list. Release to apply the new order.Image 1 of 3Where to goNavigate to the document or contract sending interface. Toggle the Signing Order switch to enable or disable the feature as per your preference.Next stepClick and hold on the signer/recipient’s name. Drag it to the desired position in the list. Release to apply the new order.All 2 steps in this procedure
Clients/Users now have the flexibility to enable/disable Signing Order while sending documents. This will help all the users who need approvers for their documents to use it with ease.
Drag and drop functionality facilitates easy reordering of signers/recipients.
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.
More Tutorials from the Community (image 2 of 3)What this shows Click and hold on the signer/recipient’s name.What this showsIllustrates the "More Tutorials from the Community" section of "How to Set Signing Order for Recipients in Documents and Contracts".This screenshot appears in the "More Tutorials from the Community" section of "How to Set Signing Order for Recipients in Documents and Contracts". The text alongside this image reads: Click and hold on the signer/recipient’s name. Drag it to the desired position in the list. Release to apply the new order. Immediately after, the guide continues: 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.Image 2 of 3What to clickClick and hold on the signer/recipient’s name. Drag it to the desired position in the list. Release to apply the new order.Next stepWhen 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.All 2 steps in this procedure
Clients/Users now have the flexibility to enable/disable Signing Order while sending documents. This will help all the users who need approvers for their documents to use it with ease.
Drag and drop functionality facilitates easy reordering of signers/recipients.
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.
More Tutorials from the Community (image 3 of 3)What this shows When Signing Order is enabled, emails are sent sequentially based on the order of signers/recipients.What this showsIllustrates the "More Tutorials from the Community" section of "How to Set Signing Order for Recipients in Documents and Contracts".This screenshot appears in the "More Tutorials from the Community" section of "How to Set Signing Order for Recipients in Documents and Contracts". The text alongside this image reads: 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. Immediately after, the guide continues: Signing Order adds a layer of sophistication to our document management system, addressing the need for sequential workflows in various business scenarios. This feature caters to clients/users who require precise control over the signing….Image 3 of 3What this coversWhen 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.Next stepSigning Order adds a layer of sophistication to our document management system, addressing the need for sequential workflows in various business scenarios. This feature caters to clients/users who require precise control over the signing process, ensuring compliance and efficiency. By offering flexibility in email distribution and clear notifications, we aim to enhance user experience and streamline document workflows for our valued clients.All 2 steps in this procedure
Clients/Users now have the flexibility to enable/disable Signing Order while sending documents. This will help all the users who need approvers for their documents to use it with ease.
Drag and drop functionality facilitates easy reordering of signers/recipients.
Why This Feature?
Signing Order adds a layer of sophistication to our document management system, addressing the need for sequential workflows in various business scenarios.
This feature caters to clients/users who require precise control over the signing process, ensuring compliance and efficiency.
By offering flexibility in email distribution and clear notifications, we aim to enhance user experience and streamline document workflows for our valued clients.
