Learning to set the sign order of all your parties is essential for creating a workflow when sending out a document with dependencies.
If you, for example, have a document that needs to be signed by three different people but needs to be signed by person number one before being sent out to person number two and three, this guide is for you.
Step 1: Add all the parties to your document workflow
Open the parties section by clicking on “Add parties” within the design view and then clicking on “Add party”.
Step 2: Setting the signed order
When you have added all your parties and their details you can now decide on how the workflow should be executed.
By either expanding a party section (or clicking on the number in the “quick menu”), you can define the signing order.
In this example, Axel will sign first and as soon as he has signed an invitation will automatically be sent to both Joel and Ali.