How to Set Signing Order for Recipients in Documents and Contracts
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- 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.
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.
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.
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.