Signing order

Do you want to choose the order in which signatories should be able to sign documents? Then the signing order function is something for you. In this article, you will get a deeper understanding of how feature works and how to use it.

Information
You can only enable the signing order for document in Draft state before the document is sent.

Activate and assign signing order on documents

1. Create  a document > click on the Participants tab.
2. Activate the Signing order function.
3. Choose the order in which the participants should sign/open the document by selecting the corresponding order number in the drop-down menu.

NOTE
You can select the same signing order for several participants. In this case, everyone with number 1 will receive and sign the document first. When all signatories first in order have signed, then the next participant's will gain access and be able to handle/sign the document.

IMPORTANT
Your counterparts will not receive the document or any related notifications until it is their turn to sign/handle the document. Once they have access, they can follow all events in the audit trail and comment section as usual.

Activate signing order on templates

1. Go to Templates and open your template
2. Click on Participants > Additional options
3. Enable Signing order

Information
When signing order is enabled on a template, all documents created from that template will automatically have signing order enabled.

Signing Order on a Pending Document

You can enable the signing order only when the document is in draft status. However, once the document is pending, you can still make changes to the signing order and add more participants if needed.

Adjusting a Participant's Order:

If you change a participant's number in the order to the current number in the process, they will immediately receive the document invitation when the change is made.

Changing the Order for Participants Who Have Already Received the Invitation:

If a participant has already received the document invitation, their number in the signing order cannot be changed. However, you can remove them as a participant and re-add them with a new number in the order if necessary.

Adding New Participants:

When you add a new participant to a pending document with signing order, they will automatically be added last in the sequence. You can adjust their number in the signing order if needed.

Counterparties Representing Companies:

Counterparties added as companies can add colleagues to the document but cannot change the signing order for any participants.

Limitations

• It is impossible to make private comments to a colleague until they have access to the document.
• The Signing order feature does not work on agreements using the Same device signing method.