Signing Order In Documents & Contracts

Signing Order In Documents & Contracts

Software Updates

May 8, 2024 ● 2 min read

Signing Order In Documents & Contracts
A small business owner needs to send a contract to multiple stakeholders for approval. With the Signing Order Management feature, they can specify the order in which each party needs to sign, ensuring a smooth and organized approval process.
Signing Order In Documents & Contracts: This feature allows businesses to manage the signing order of documents and contracts, enhancing control and efficiency in the document signing process.

⭐️ Why Does It Matter To Your Business?

  • Enhanced Control: Businesses can now define the sequence in which recipients sign documents, ensuring compliance with specific signing orders and workflows.

  • Streamlined Workflow: The drag-and-drop functionality enables businesses to easily reorder signers, optimizing the document signing process and saving time.

  • Improved Efficiency: With sequential email triggering, the system automatically sends documents to the next signer in the designated order, reducing delays and expediting document approvals.

⭐️ How To Use Signing Order In Documents & Contracts:

  1. Access the “Payment” tab from the left navigation menu, click on “Document & Contracts” from the upper navigation menu, and click on “+ New” or edit the existing one.

  1. In the builder, click on the Recipients icon, turn on the toggle, and select the required client.

  1. Here, you can see the added recipients. To add more, click on “+ Add More Recipients.”

  2. Click on the “+” icon and add the signature element from the element list by drag and drop.

  1. Click on the added signature element and click on the Properties icon. Here you can see all the added recipients and select “To be Signed by” from the list.

With this feature, businesses can exercise greater control over the document signing process, streamline workflows, and improve efficiency within the CRM, ultimately leading to smoother operations and faster document approvals.

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