Adding A Signing Order for Your Documents
By default, Signority sends the document to everyone all at once, and they can sign as soon as you send the document. However, if your document has a specific workflow that people need to sign in, you can create a
Signing Order to send out signing invitations in a specific sequence.
Setting Up a Signing Order
The process for sending the document out is the same as how you create electronic signature documents, just with a few changes.- Begin by creating a New Document using the +New button.
- Upload the document that has a specific signing order.
- On the Recipients page, add the appropriate number of signers needed.
- Click Signing Order to create a sequence.
- Drag & sort the recipients in the correct order, or set their signing order number manually.
When you're done, move to the Editor page and add the Tags needed. Assign tags to the right signers. Once completed, click Next to send the document.
- Alison Wonderland receives the invitation first. When she completes the signing process, John Hancock will receive their invitation. When he submits the document, Kevin from Signority will be the last signer and receive their email.
Customize Signing Order When A Recipient Rejects the Document
Role(s): Individual User, Team Admin, Super Admin By default, if a recipient rejects the document, Signority will automatically continue the workflow by sending the document to the next recipient. However, you can also choose to cancel the document and choose if you want to send an email notifying the signers or not.- To do this, open Global Settings (For team admins this is in the admin console under Settings)
- Under Signer Options select the dropdown for "Signing flow behavior when a recipient rejects:"
- Choose what workflow you would like to happen if a recipient rejects the document
- Continue with signing flow
- Cancel the document and send an email notifying the signers
- Cancel the document and do not send an email to the signers
- Select Save