The Signing Order feature gives you control over who signs your documents and when. Whether you start from the Cover Sheet or go straight to the Documents tab, here’s how it works:

Step 1: Start Your Envelope

Option 1: Use the Cover Sheet

Fill out the cover sheet with client and property details.
Documents will auto-generate with roles and signature tags already applied.

Option 2: Skip the Cover Sheet

Go straight to the Documents tab and build your envelope from scratch.

⚠️ If you skip the cover sheet:

Tagging: Some tags may need to be added manually.
Recipient Sync: Recipients added during this flow are saved only to the current envelope, not to the transaction file. You’ll need to re-add them for new envelopes (this doesn’t apply to duplicated ones).

Step 2: Prepare Your Documents

Click Add from Library.
If you skipped the cover sheet, select the correct state from the dropdown to view that state's document library.

Check the boxes next to the documents you need.
Click Attach Selected Document.
Click View and Fill under each document title to complete required fields. A green checkmark appears when done.

If the checkmark doesn’t appear, refresh your browser.
When ready, select the documents to send and click Create and Send Envelope.

Step 3: Set Up the Envelope

Envelope Name: Optional, but helpful for staying organized.
Subject (Required): Customize or use the default (property address).
Message (Required): Personalize it or use the default message.

Reorder documents using drag and drop.
Use the three-dot menu to view documents.
Click Update Signing Order.

Step 4: Update the Signing Order

⚠️ Important Notes

Agent is always listed first and cannot be removed.
Recipients from the cover sheet appear automatically.
Additional recipients can be added manually.
If cover sheet was skipped:
- Recipients will need to be manually added.
- Tags will also need to be manually added in some instances.

To Add or Edit Recipients

Use the Edit/Delete options on the right side of the tile to update a recipient.
Add a new recipient by clicking + Add Recipient

Enter:
- Role (e.g., Buyer 1, Co-Buyer, Agent)
- Access Level (Needs to Sign or Receives a Copy)
- Name and Email (Search for saved contacts manually enter)

Customize Signing Order

Drag and drop recipient cards to reorder them.
Or enter a number in the signing step field.
By default, order is Agent → Buyer (editable).
Once the signing order is confirmed, click Add Signatures

Click Proceed

Step 5: Add Signatures

Click View & Add Signatures - This will open an embedded DocuSign window.

Tagging Considerations

Tags for recipients listed on the cover sheet will auto-populate.
Recipients added manually are assigned tags based on their role and signing order.
In some cases, you may need to manually apply tags for added recipients.

Adding Tags

Use the dropdown in the upper left to select the recipient.
Choose the tag type from the options in the left-hand menu.
Drag the tag onto the appropriate spot in the document.
Once all tags are placed, click Continue to exit DocuSign.
Click Send Now to send the envelope to your client(s).

Step 6: Agent Signature Requirement

Even if the agent isn’t required to sign, they’ll still need to complete the signing flow.

From the Documents tab in the transaction file, click Fill & Sign.
When DocuSign opens, click Start.
You may be taken to a random part of the document, just scroll to the bottom and click Finish, or click Finish in the upper right corner.

Envelope Signing Status & Reminders

Track who has signed and who hasn't from the documents tab:

View recipient status (Signed, Waiting, Received a Copy)
Send reminders to those who haven't signed
Envelope status automatically updates (Drafted → In Progress → Completed)
Pill counters indicate how many envelopes exist in each status

Duplicate or Void an Envelope

If you need to make updates to signer info or tags after saving:

Go to the Documents tab and find the envelope.
Click the three-dot menu next to it.
Choose Duplicate to create a copy of the documents in the staging area.
Or select Void & Duplicate to cancel the original and create a new copy.

All manually added info and tags will carry over.

Note: If you skip the cover sheet and create a brand-new envelope, recipient info won’t auto-fill—you’ll need to enter it manually.

⚠️️ Feature Limitations

When customizing the signing order for an envelope, keep the following limitations in mind:

Limitation	Details
Agent Cannot Be Removed	The agent must be included in all envelopes. The system will block any attempt to delete the agent from the recipient list.
No Edits After Tagging Begins	Once you move past the signing order page and enter the tagging screen, you can’t edit or reorder recipients. To make changes, duplicate the envelope from the document tab.
Cover Sheet Not Used? Add Recipients Manually	If you bypass the cover sheet, recipients won’t auto-populate. You’ll need to manually enter names, emails, and assign roles.
Manual Role Assignment Required	Roles like Buyer 1, Co-Buyer, or Broker must be assigned manually if not pulled from the cover sheet. Incorrect roles may cause signature fields to map incorrectly.
Sequential Signing Delays	In sequential mode, the next signer won’t be notified until the previous one completes. Any delay from one signer affects the rest.
Validation Required Before Saving	All recipients must have a valid email, role, and step number. Duplicate emails are not allowed.
No Signing Order Changes After Sending	Once an envelope is sent, you can’t change the order or update recipient info. You’ll need to void or duplicate the envelope to adjust.