Set a Signing Order

Set a Signing Order

If your envelope has more than one recipient, you can choose to set a signing order. The signing order helps you control the order where your recipients receive and sign your documents.

A convenient signing order diagram helps you visualize how your envelope will be distributed to the recipients.

With Set signing order enabled, you can specify a recipient routing order. You can set up a simple sequential routing order, where each recipient receives the email notification once the previous recipient has completed their action. You can also have a mix of sequential and parallel routing.

When you use a signing order, you can route an envelope to the same person multiple times. For example, you want to send a purchase order to your manager to approve, then send it on to purchasing to sign, and finally send a copy to your manager again.

With Set signing order turned off, all recipients receive the document in parallel.

Idea

EXAMPLE–Sequential Routing

If your business sends SOW contracts for client approval, and your client has two approvers (the project manager and the finance officer), you need the project manager to approve it first.

After both approvals, you send a copy to your firm's accounting manager. With Set signing order enabled, you can arrange this sequence so that each recipient receives and signs the document in order.

Info
Example from Business Central
Envelope with 3 signers, all with different Routing Order



In DocuSign this document looks like this:





Info
Example from Business Central
Envelope with 3 signers, all with the same Routing Order



In DocuSign this document looks like this:




    • Related Articles

    • Add Recipients

      Add the people who will act on or receive a copy of your documents. You can specify a signing order, require additional authentication, and set other options. Signer Recipients must complete the required fields assigned to them, such as signature, ...

    • Create a DocuSign Developer Account

      Visit the DocuSign Developer Website: In the top right corner select "Developer Account" and then "Create account": On the next page fill in the required information to create the account and click "Get Started": An Email will be sent to verify and ...

    • Use eSignature on a Purchase Order

      In this video we show how to use NAV SEAL's DocuSign eSignature Integration for Microsoft Dynamics 365 Business Central to send a Purchase Order and have it digitally signed.

    • Anchoring signatures in DocuSign

      This video shows how to properly anchor your DocuSign signature to the right spot in the report layout.

    • Why does signature show multiple times

      Sometimes the signature will show multiple times in the document received by the person signing the document. Like this one: In this example it happens because Anchor is set to look for Total and Total is found twice in the document. Instead setup ...