How to Set Signing Order for Recipients in Documents and Contracts

Setting Signing Order for Document Recipients

Your CRM allows you to control the order in which recipients sign documents and contracts. You can choose to enable a sequential signing process or send documents to all recipients at once.

Enabling or Disabling Signing Order

When sending a document or contract, locate the Signing Order switch in the sending interface. Toggle it on to require recipients to sign in a specific sequence, or off to allow all recipients to receive the document simultaneously.

Reordering Signers

If Signing Order is enabled, you can arrange recipients in your preferred sequence. Click and hold a recipient’s name, then drag it to the desired position in the list. Release to confirm the new order.

How Emails Are Sent

With Signing Order enabled, emails are sent to recipients one after another, in the order you’ve set. Each recipient receives the document only after the previous one has completed their signature.

With Signing Order disabled, all recipients receive the document email at the same time, and any recipient can sign at any time.

Benefits of Using Signing Order

• Control: Ensure signatures are collected in a specific sequence, ideal for approval workflows.
• Efficiency: Use drag-and-drop to quickly organize recipients without manual adjustments.
• Clarity: Each recipient is notified at the right time, reducing confusion and streamlining the process.

This feature is especially useful for contracts or agreements that require hierarchical or sequential approval, helping you maintain compliance and efficiency in your document workflows.