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Envelope Basics
Set a signing order for an envelope
Set a signing order for an envelope

Add all your recipients and click the Enable signing order toggle. Set the order by using numbers e.g. 1 will receive the envelope first.

Updated over a week ago

Setting a signing order for an envelope can be an important step in ensuring that your document is signed in the correct sequence. In some cases, you may need to have specific signers complete their portion of the document before others can sign.

In this guide, we'll walk you through how to set a signing order for an envelope

Enable signing order

When creating an envelope, ensure to add all the intended recipients who should receive the document first.

Then, click on the toggle beside Enable signing order.

A new column of fields will appear on the left of each recipient which you can use to define the order.

Setting the signing order for recipients

To establish the signing order for your recipients, simply input numbers in the designated field.

Assigning "1" will mean that the recipient will receive the envelope first while assigning "2" means that the recipient will only receive the envelope after the first recipient has signed it, and so on.

❗️It is important to keep in mind that the signing sequence will not progress until each recipient has completed their assigned role.

For example, if the first recipient is set to "needs to sign," they must sign the document before the envelope can move to the next recipient in the order.

Furthermore, it is possible to assign the same number multiple times when setting the signing order. For instance, if you want a team member to review the envelope before sending it to all recipients, you can use the following order:

In this case, the team member will be the first to receive the envelope since their signing order is set to 1. After the team member signs the envelope, it will then be sent to all recipients with a signing order of 2, which, in this case, are Recipients A, B, and C.

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