Feature
Some documents have to be signed in an order
A subcontractor agreement the GC signs first. A lease the manager approves before the tenant sees it. When order matters, sending everything at once creates a mess. Signing order sends each link only when the one before it is done.
How sequential signing works
You set the order when you add your signers. Only the first person gets a link at first. When they finish, the next link goes out automatically, and so on down the list. Nobody has to remember to forward anything.
- Each signer's link is delivered only when their turn arrives
- The delivery is timestamped in the audit trail like every other action
- You can watch where a document is sitting at any point
- If someone stalls, you can remind them or void the whole request
Automatic reminders
Most unsigned documents are not refusals. They are things somebody meant to do and forgot, and the reason they stay unsigned is that chasing people is nobody's favorite task.
Reminders go out on their own to anyone who has not acted, spaced out rather than nagging, and they stop on their own too. Expired requests are skipped, and the reminder count is capped so nobody gets hounded.
Voiding a request
Deals change. When you void a request, everyone who already received it gets told, so nobody signs a version that no longer applies. The void and its reason are recorded in the trail.
Common questions
- Can I mix ordered and unordered signers?
- You set the order across the recipient list. If order does not matter, leave it off and everyone gets their link at the same time.
- What if someone in the middle refuses?
- They can decline, and you are notified. The chain stops there rather than sending links for a document nobody will complete.
- Can I remind someone manually?
- Yes, any time, in addition to the automatic ones.
More in features
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