Setting the signing sequence

Signing sequences allow you to choose whether an envelope is delivered for signing to all parties at once, or one at a time.

All at once signing

This signing sequence can be used if your envelope does not require signing in a particular order, your envelope will be delivered to all recipients at once.

One at a time signing

This signing sequence can be used if you’d like your envelope to be signed in a particular order. Whoever is listed as Party 1 will receive the envelope to sign first. Once signed, it will then be sent automatically to Party 2, and so on. All parties will receive a signed copy of the envelope once all signers have completed it.

You can select your preferred signing sequence from the New Envelope summary page.

Step 1

Click the ‘Edit’ button in the ‘Signing sequence’ section of the new Envelope summary page.

Step 2

Select either ‘All at once’ or ‘One at a time’ as the signing sequence and click ‘Update’ to save your selection or ‘Cancel’ to leave the settings unchanged.

When using the ‘One at a time’ signing option you can review and re-order your parties from the New Envelope Summary page as follows.

Click the ‘Edit’ button in the ‘Party and message’ section of the new Envelope summary page.

Set your parties to the desired order and check either one at a time, or all at once above the details of Party 1.

Click 'Next' when you've finished editing your signing order, or 'Cancel' to continue without saving.