More 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
    , emails are triggered based on the order of signers/recipients.
  • Simultaneous Email Sending: When Signing Order is disabled, all recipients receive emails simultaneously.
  • 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.
Screenshot 2024-04-23 at 3
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.
Screenshot 2024-04-23 at 3
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.
Screenshot 2024-04-23 at 3
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.