Skip to main content

Edit the Signing Order After Sending a Document

Updated this week

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


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


How to Edit the Signing Order

  1. Open the sent document

  2. Go to the Recipients tab

  3. Click Edit signing order

  4. Drag and drop recipients to reorder them, or manually adjust their order numbers

  5. Click Save to confirm


How to Add a New Recipient and Set Their Order

  1. In the Engagement tab, click Add recipient

  2. Enter the recipient's details

  3. Choose their placement in the signing order from the dropdown

  4. 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:

  1. Click Enable signing

  2. Change viewer to signer on the recipients
    Enable Use prearranged signing order
    Click Edit signing order

  3. Choose their placement in the signing order from the dropdown and click Save


Did this answer your question?