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Set the signing order for a native e-signature agreement

Choose sequential signing or allow everyone to sign in any order, and map the people who fill each signer role.

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Written by Vitor Ferreira

Native e-signatures support two signing modes: In order and Any order. Choose the mode that matches how your team and customers should sign the agreement.

Choose a signing mode

  • In order: signers take turns. A later signer waits until the earlier signers have completed their parts. For example: Tenant 1, then Tenant 2, then Property Manager.

  • Any order: all signers can receive their invitations without waiting for another person to finish. The request is complete only after everyone required has finished.

Signing order controls people, not the order of PDFs in a packet. Document order is managed separately in the template editor.

Set the order in a workflow step

  1. Open the workflow settings for your pipeline or process type.

  2. Find the E-signature step and open Configure E-Signature.

  3. On Document, choose a ready native document template.

  4. Open Signer Routing and choose In order or Any order under Signing order.

  5. Map each template signer role to the appropriate contact role, pipeline signer role, assignee role, or specific team member.

  6. For sequential signing, give the signers distinct positive Order values, starting with 1 for the first signer.

  7. Select Save E-Signature Step.

Signer Routing with In order selected and Tenant 1, Tenant 2, and Property Manager assigned positions 1, 2, and 3.

Set the signing mode and give each sequential signer a different Order value.

Example: if two tenants can sign independently, choose Any order. If your manager must sign after both tenants, the current In order mode requires a sequential list; mixed parallel groups followed by a final approver are not offered in this version.

Check the actual recipients

On the lead or process, open its E-signature task action to review signer assignments. Make sure the right person and email address are associated with each role before the request is sent.

Sending outside a workflow

For a native template sent from Signatures > Documents > Send request, choose the signing mode and recipient order in the send dialog.

Important details

  • In order is the default for existing configurations.

  • Changing a workflow's signing mode applies to future requests. A request already sent keeps its saved recipients and signing mode.

  • If Signing order is unavailable, confirm that the selected template uses the native provider.

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