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Set up a distribution list so that your documents get to the people with appropriate levels of access and responsibility.
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Set up a distribution list so that your documents get to the people with appropriate levels of access and responsibility.
Click and drag recipients in the order you want them to receive a document. Modify a list by adding or removing recipients, assigning roles to them and customizing their personal information.
You decide the order in which recipients get email notifications. When you place a cc role before a signer role, both will get an email with the document simultaneously. By placing a cc role after a signer role, the cc role be notified after the document is signed.
Once you set up a signing order, the document will automatically be sent out to recipients one by one. Checking your email notifications enables you to stay up to date with the document signing process.
Open a document and click Manage in the top right. Start typing the recipient’s name or email address on the right, and assign specific roles: client, sender, cc, signer, etc.
Under the Roles section, go to the Signing Order section. Switch on the toggle to set the signing order. You can switch it off while editing a document.
Change the default order of recipients to highlight the one you need first in the sequence. Place a cc role before a signer role and both of them will receive a document at the same time.
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