By default everyone is invited at the same time and signs in any order. With a signing order, each step is invited only once the step before it has finished. Signing order is part of the Business plan.
Turn on signing order
- On the editor's Recipients step, add everyone first.
- Tick Sign in order (one after another) below the list.
- Each card now shows its step, such as Step 1. Use the up and down arrows on a card to move that person earlier or later.
- To let someone sign at the same time as the person above them, tick Sign at the same time as step 2 on their card (the number is the step above).
- Check the Signing order preview under the list, then continue to Fields.
After sending
The document's page shows a Signing order box: each step is marked Done, Their turn or Waiting, with a line saying who signs next. Each person's card also shows their step.
Good to know
- People who view or get a copy are never part of the order.
- Someone who opens their link before their turn sees Not your turn yet, and is emailed when it is.
- Keep sequences short: each step waits for the one before it.