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05. Sender: πŸ“Using a Signing OrderπŸ”’

How to make sure people sign your document in a specific order?

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Written by ROBIN BAKSHI
Updated over 2 months ago

Summary Table:

Action

What it Does

What to Remember

Check "Use ordered signing"

Turns on the signing order feature.

Think about if you really need a signing order. Sometimes, it's faster to let everyone sign at once.πŸš€

Look at the numbers

Check if the signers are available.

You need to add the signers before you assign it to the right order!πŸ§‘β€πŸ€β€πŸ§‘

Introduction:

Need people to sign your document in a specific order? πŸ“ This article explains how to set up a "Signing Order" in eSignaturesOnline. This ensures that each person signs the document in the correct sequence, guaranteeing a smooth and controlled signing process. πŸš€

Steps:

  • Tab Selection:

    • Go to the "Signers" Tab: πŸ‘† After you upload your document and add the signers, click on the "Signers" tab.

  • βœ”οΈ Check the box:

    • Check the box that says "Use ordered signing" above the list of signers.

  • πŸ”„ Assign:

    • Check the list number and click on the box to put the signer in the correct position.

Important Notes

  • Sequential Signing (Order Signing): When you use a signing order, the second signer won't see the document until the first signer has signed it. ⏳

    Please Note: The Image may look different from the actual image. This image is only added for illustration purpose only. πŸ–ΌοΈ

  • Adding Witnesses Triggers Signing Order: When you add a Witness πŸ§‘β€βš–οΈ, the system will prompt you to use the Signing Order feature. You'll be asked to confirm whether you want to use it. Accepting this will intelligently implement the signing order.

  • Learn About Witness: For more information, check out our separate article explaining how Witnesses work! πŸ”—

    Please Note: The Image may look different from the actual image. This image is only added for illustration purpose only. πŸ–ΌοΈ

What the "Signing Order" Feature Does

  • Controls the Flow: Makes sure the document goes to each signer in the order you choose.

  • Sequential Access: Signers can only access the document after the previous signer has completed their part.

  • Clear Process: Prevents confusion about who should sign when.

What to Consider Before Using a Signing Order

  • Is it Necessary? For simple documents, a signing order might not be needed. Everyone can sign at once!

  • Plan Ahead: Make sure you know the exact order you need before setting it up.

Example

Let's say you have a contract with a Client, then a Manager. You would:

  1. Add both people to the "Signers" list.

  2. Check "Use ordered signing."

  3. Put the client as position 1.

  4. Put the Manager as position 2.

Now, the Client will get the document first. Only after the client signs will the Manager receive it.

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