Edit the Signing Order After Sending a Document
You can change the signing order of recipients even after a document has been sent. This gives you full control over how signatures are collected - without needing to create a new version.
Only signers and viewers can be added after a document is sent Approvers (internal or external) cannot be added post-send If you need to include roles or recipients that require sequential actions, you may need to create a new document version, which restarts the signing process for all recipients.
What You Can Do
Reorder recipients in the signing flow of a sent document
Add new recipients and place them anywhere in the signing order
Adjust the signing order when converting a non-signable document into a signable one
Utilize templates with predefined recipients or roles for efficient setup while ensuring the chosen signing order aligns with the process flow (either sequential or simultaneous)
How to Edit the Signing Order
Open the sent document
Go to the Recipients tab
Click Edit signing order
Drag and drop recipients to reorder them, or manually adjust their order numbers
Click Save to confirm
How to Add a New Recipient and Set Their Order
In the Engagement tab, click Add recipient
Enter the recipient's details
Choose their placement in the signing order from the dropdown
Save your changes
You can add new signers anywhere in the order - not just at the end.
Adjust Signing Order When Converting a Document
If you're converting a non-signable document into a signable one:
Click Enable signing
Change viewer to signer on the recipients
Enable Use prearranged signing order
Click Edit signing order
Choose their placement in the signing order from the dropdown and click Save
