Sequential signing

Diligent Entities eSignatures has been updated to enable senders to select a sequential signing order for recipients.

This new feature allows for documents to be signed by recipients in a preferred order, enabling organisations to remain compliant with company and regulatory policies.

Set a signing order

To set a signing order:

  1. Navigate to the required document (in Working Documents or the Data Library, for example) and select the Send for Signature option from the related menu.

    The eSignature Signature Request screen displays in a new browser window.

  2. Enter a unique identifier into the Subject field and the date by which all signatures are required, into the Expiration Date field.
  3. Enter the name(s) of recipients into the Name field and their respective email addresses into the adjacent Email field.

To set a preferred sequential signing order:

  • Select the Set Signing Order? checkbox (located above the name and email fields)

An Order column displays alongside the list of recipient Name fields.

There are two ways to enter an number into the Order field:

  1. Entering a number directly into the field.
  2. Selecting the increase/decrease arrows. Hovering over a field will reveal a set of arrows that can be selected to increase or decrease the number entered into the field.

Standard sequential order

For a standard sequential order:

Enter 1 into the Order field of the first recipient. Enter numbers in a consecutive ascending order into the Order fields of remaining recipients (for example, for the second recipient, 2, the third recipient, 3, fourth, 4, etc.).

Note

The same recipient (and respective email address) can be entered twice into the signing order, to initiate and confirm the presence of all signatures, for example. However, multiple entries for the same recipient cannot share the same order number (for example, 1 and 1) and must be assigned different order numbers (for example, 1 and 12).

Parallel sequential order

To ensure that specified recipients sign the document(s) at the same stage (parallel signing):

  • Enter the same Order Number into each of their respective Order fields. For example, if three recipients are to sign the document(s) at the same second stage, enter 2 into the Order field of each required recipient.

Note

If the Set Signing Order? checkbox is not selected, no sequential ordering will be applied and recipients can sign the document(s) in any order

  • With the required signing order in place, select Send (located in the top right-hand corner).

Note

Signature Requests are not sent to Signees by selecting the Send button.

A Confirmation message displays on screen.

  • Select Close.

The dialogue box closes.

The view navigates to the Quick Reports eSignatures screen, where the new request is listed. Progress with document can be tracked here.

A new browser window opens to display the Signature Request Configuration screen.

Note

Pop-ups must be enabled/allowed on your browser for the Signature Request Configuration screen to display.