You can change the signing order or add new recipients even after a document has been sent. This allows you to fix mistakes or adjust the workflow without needing to cancel and recreate the document.
Note: Only signers and viewers can be added or reordered after sending. If you need to add an Approver, you must create a new document version, which will restart the signing process.
Reorder recipients on a Send-out
If you need to change who signs first, you can adjust the sequence directly from the Recipients tab.
Open the Send-out you wish to modify.
Go to the Recipients tab on the right side.
Click Edit signing order.
Drag and drop names to change their position, or manually type the order number next to their name.
Click Save to apply the new order immediately.
Add a new recipient to the flow
You can insert a new person into the signing chain at any point,beginning, middle, or end.
Go to the Recipients tab (sometimes labeled as the Engagement tab depending on your view).
Click Add recipient and enter their details.
Use the dropdown menu to select their placement in the signing order.
Click Save.
Enable signing on a non-signable document
If you sent a document for view only but now need a signature, you can convert it and set the order simultaneously.
Open the document and click Enable signing.
Change the recipient's role from Viewer to Signer.
Toggle on Use prearranged signing order.
Click Edit signing order to arrange the recipients.
Click Save to activate the signing request.
