How do we define the order of the signatories?
When you send a document for signature to several people with Secure Exchanges in Gmail, they receive it one after the other, in a specific order. This article explains how that order is determined and how to change it before you send your email. The order in which your signatories receive the document is determined by the order of the recipients entered in the "To" field when you create the email.
Prerequisites
- The Secure Exchanges extension is installed and activated in Gmail: see How do I install and activate Secure Exchanges on Gmail?
- A Secure Exchanges licence is activated on your account.
- Your document is attached and your signature request is started: see How do I get a document signed using Secure Exchanges on Gmail?
Step 1: Check the order of the recipients in the "To" field
Signatories receive the document in the order in which they appear in the "To" field of your email.
In this example, the three recipients will receive the document in this order: Jean, Bob and Lucie.
Step 2: Reorder the recipients to change the signing order
To change this order, for example if Bob has to sign first, reorder the recipients in the "To" field.
With this change, Bob signs first, followed by Jean and Lucie.
Troubleshooting
- A signatory is missing from the recipient list: you can add them without leaving the signature area definition interface. See How can I add a new signer to my document without leaving the signature area definition interface?
- Signature areas are assigned to the wrong signatory: you can reassign them without deleting and redefining them. See How can I assign signature areas to another signer without having to delete and redefine them?
Need help?
Our team is available to assist you. Write to us at support@secure-exchanges.com
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- How can I add a new signer to my document without leaving the signature area definition interface?