How to set a signing order in your Bookipi eSign document
Learn how to set a signing order in your Bookipi eSign document to control the sequence in which your signers receive and sign the document, ensuring a smooth and organized signing process. Follow the simple steps below to get started.
Step 1: Click ‘Contract’.
Click 'Contract' on the left panel menu of your dashboard.
Step 2: Create your documents.
Next, create your document. You can either upload your own file, use a template from our template library, or generate a contract using AI. This document will be prepared for your clients to sign.
Step 3: Add signers.
Add your signers by selecting from your existing customer list or by adding them as new customers. If you need to include additional signers, click ‘+ Add signer’.
If you would like to include yourself as a signer, simply toggle the option on.
Step 4: Enable the signing order option.
Turn on the ‘Set signing order’ option to choose the sequence in which your signers will review and sign the document.
Step 5: Arrange signer order.
Click the drop-down on the left of each signer to select a number and set their signing order.
Step 6: Click ‘Next’.
Click ‘Next’ to proceed to the next step.
Step 7: Add tags.
Add and assign text and tags to each signer for the fields you want them to complete. Select the signer at the bottom of the page, with each signer having a unique color.
Step 8: Click ‘Next’.
Click ‘Next’ to proceed to the last step.
Step 9: Finish & send.
Enter a name for your document and select an appropriate category.
If needed, you can include additional recipients under the Add CC field.
Step 10: Send your document.
Click ‘Send’ to deliver your document to your client for signing.
After sending, you’ll have the option to save the document as a template for future use.
Note: Signers will receive the document by email and complete it one at a time, following the order you’ve set.
Common FAQs about how to set a signing order in your Bookipi eSign document
Q: What is a signing order?
A: A signing order allows you to control the sequence in which signers receive and sign a document. Each signer will be notified only after the previous person has completed their part.
Q: Why should I set a signing order?
A: Setting a signing order ensures your document is signed in a specific sequence. This is useful for workflows where approvals or acknowledgements must happen in a particular order.
Q: Can I change the signing order after sending the document?
A: No, the signing order cannot be changed once the document has been sent. Make sure to double-check the order before finalizing and sending.
Q: Will each signer be notified when it's their turn?
A: Yes. Each signer will receive an email notification as soon as it’s their turn to sign.
Q: What if a signer doesn’t complete their part?
A: If a signer doesn't complete the document, it won't proceed to the next signer.
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