There are many agreements and contracts that must be signed in a specific order. Whatever your individual legal needs might be, there are times when you will want the ability to control who signs your template first. Below, you will find a step-by-step tutorial for managing the signing order on your templates.
Here are some key steps you should perform when changing the signing order on a template:
Open the signers tab
View the signers of the template. If creating a new template, this will be the Add Signer page of the template creation wizard.
If editing an existing template, this will be on the tab labeled Signers.
Move signers up or down in the order
To modify the signing order, either click and drag to move signers up and down the order, or you can use the up and down arrows.
The diagram to the right will tell you what order the signers will be asked to complete the template, based on your current settings.
In our example, we changed the order from having all four signers signing in any order, to specifying that the first contact signs the template before everyone else. The other 3 signers can then sign the template in any order.
Continue editing or save the templateOnce the desired signing order has been set, you can continue to prepare the template for signing, if you are creating a new template. Otherwise, you can click the Save button to save the signing order changes.
The changes will take effect for future template sends. Templates that have already been sent, and currently appear in the inbox, will not have the signing order changed.