What’s New?

• Introducing the Signing Order feature for documents and contracts.
• Clients/Users now have the flexibility to enable/disable Signing Order while sending documents. This will help all the users who need approvers for their documents to use it with ease.
• Drag and drop functionality facilitates easy reordering of signers/recipients.

Key Features

• Enable/disable Signing Order: Clients/Users can choose whether to enforce a signing order for recipients or not.
• Drag and Drop Reordering: Easily reorder signers/recipients according to preference.
• Sequential Email Triggering: When Signing Order is enabled, emails are triggered based on the order of signers/recipients.
• Simultaneous Email Sending: When Signing Order is disabled, all recipients receive emails simultaneously.

Benefits

• Enhanced Control: Clients/Users can dictate the signing order, ensuring a streamlined process.
• Improved Efficiency: Drag and drop functionality simplifies the management of signers/recipients.

How to Use?

Enabling/Disabling Signing Order:

• Navigate to the document or contract sending interface.
• Toggle the Signing Order switch to enable or disable the feature as per your preference.

Reordering Signers/Recipients:

• Click and hold on the signer/recipient’s name.
• Drag it to the desired position in the list.
• Release to apply the new order.

Managing Email Triggering:

• When Signing Order is enabled, emails are sent sequentially based on the order of signers/recipients.
• When Signing Order is disabled, emails are sent to all recipients simultaneously.

Why This Feature?

• Signing Order adds a layer of sophistication to our document management system, addressing the need for sequential workflows in various business scenarios.
• This feature caters to clients/users who require precise control over the signing process, ensuring compliance and efficiency.
• By offering flexibility in email distribution and clear notifications, we aim to enhance user experience and streamline document workflows for our valued clients.