For documents that require signers to sign in a specific order, you can set a signing order when you create the transaction.
Read an overview about multiple-signer transactions for all the different options when you have more than one signer.
Who this is for
Any user in your organization who can create and send transactions can perform the steps below.
This feature is available to organizations with a Premium subscription or higher. If you're interested in this feature, contact your Customer Success Manager (CSM) or contact sales.
Create a transaction with signing order
If your signers need to sign the document in a specific order, you can indicate this in during transaction creation. When you create a transaction, you can set it up to have a signing order by following the instructions below.
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.
- Click the switch for Set signing order in the Recipient details section.
- Type the number in the box next to the signer to indicate what order you'd like the signers to sign.
The boxes shift so the signers are displayed in the order they will sign, starting at 1.