Audience: Organizations

The short answer: Organizations with Premium subscriptions or higher can set signing order when creating transactions. This ensures one or more signers complete their signatures before others receive invitations.

Read an overview about multiple-signer transactions for all the different options when you have more than one signer.

Set Signing Order

How Signing Order Works

Signing order controls when each person receives their invitation to sign. Documents move through signers sequentially based on the numbers you assign β€” either to individual signers one at a time, or to groups who can sign simultaneously.

Signer 1 receives their invitation immediately. Once they complete their signature, Signer 2 receives their invitation. This continues until everyone has signed. Only one person can meet with a notary at a time to ensure the most recent version of the document is being signed and notarized.


Parallel Signing

You can assign the same signing order number to multiple people when it doesn't matter who signs first within that group. Everyone with the same number receives invitations at the same time and can sign in any order.

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Example: Sam and Sal both need to sign before Bailey, but order doesn't matter between Sam and Sal. Assign Sam and Sal to signing order 1, and Bailey to signing order 2. Sam and Sal receive invitations immediately; Bailey only receives one after both have completed their transactions.

Set the Signing Order

You set up signing order during transaction creation. Read Send a Notarization Request via Email or SMS if you need help creating a transaction. Log in to your Proof account to complete the steps below.

1. Turn on Signing Order +

In the Recipient details section, click the switch for Set signing order.

2. Assign Order to Each Signer +

Type the number in the box next to each signer to indicate what order they should sign. When you change the numbers, the boxes automatically shift to display signers in order starting at 1.

Assign the same number to signers who can sign in parallel.

Set signing order toggle and numbered boxes for recipients

Summary Checklist

  • Toggle the Set signing order switch in the Recipient details section when creating your transaction.
  • Assign numbers to each signer to control the sequence.
  • Use the same number for parallel signing when multiple people can sign at the same time.
  • Only one person can meet with a notary at a time to ensure the most recent version is notarized.

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This feature is available to organizations with a Premium subscription or higher. If you're interested, contact your Customer Success Manager (CSM) or contact sales.

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