After you've uploaded a document, click on "Several people", select legal weight and click on "Next". Then slide the button next to “Signature sequence” to the right and enter the e-mail address of the signers in the desired order.
Note! With the signature sequence activated, signature invitations are sent in the defined order. Once the 1st signer has signed, the next in line receives the invitation, and so on.
To set a signature sequence:
Upload a document and click on Several people
Select the desired legal weight and click on Next
Slide the button next to Signature sequence to the right
(optional) To add yourself to the sequence, activate the button I'm signing
Note! If you also sign yourself, your name and not the e-mail address will be displayed.
Enter the e-mail address of the signers you want to invite (you can add one person multiple times if needed)
To change signers' position, drag and drop the e-mail address (look for the dots on the left)
Click on Next once done
Tip! When recipients open the document, they see who already signed and who is next in line.
Pro tip: Adding groups
Let's say a document needs to be signed by 2 representatives of your client and 2 of your employees. In this case, you can create 2 signer groups:
- Group 1 with your client signing first
- Group 2 with your employees signing second
After everyone in group 1 has signed, the signature invitation is sent to signers in group 2.
Signers within a group can sign in any order.
To create signer groups:
- Enter the e-mail address of the signers
To add signers to group 1, enter the number 1 on the left
To add signers to group 2, enter the number 2, and so on
Click on Next at the top right