Do you need to create a specific workflow for the document? Maybe give the recipients different roles in the signing flow? Here's a guide on how to set up a signing order and how to change the roles for the recipients.

Signing order

To set the signing order for a document, click Use specific signing order after adding at least two recipients. The document will then be sent out in turn to the recipients.

An example of how a signing order; The document first goes out to signer 1. When he has read and signed the document, it then goes on to signer no. 2. When the signing is finished by number 2, all signers have signed and a certificate is sent to all signers and senders of the document.

Roles

Once you have added all the recipients for the document, you can choose which roles the recipients should have. Click on the text that says Signer under the recipient name and a dropdown option shows.

There are three different roles that a recipient can have; Signer, Approver, and Recipient.

Signer - A signer is a recipient who is to sign the document and thereby become legally bound to the document.

Approver - An approver is usually an internal party, such as HR, that must approve that the document is correct before proceeding with signing.

Recipient - A recipient of a document can only read the contents of the document. This means that they have no active role in a signing but only receive the document for reading. You can see it as a CC in an email.

Only view as the last recipient with signing order

If you have a recipient with the role Only view last in a signing order, the status of the signer will not change from Waiting. This is because they don't have an active role in the signing of the document. Once all signers have signed the document, we stop tracking the document.

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