This article explains how to manage the signing sequence for document recipients in Scalendo's Documents & Contracts feature.

Overview:

The platform now allows users to enable/disable Signing Order while sending documents, giving flexibility in how recipients receive and sign documents. Users can determine whether signers must complete documents sequentially or simultaneously.

Key Features:

Toggle Functionality: Users can activate or deactivate signing order requirements based on their workflow needs.

Reordering Capability: The system supports drag and drop functionality for easily rearranging the sequence of signers.

Email Distribution Options: When signing order is enabled, recipient notifications are sent sequentially. When disabled, all recipients receive emails at the same time.

Implementation Steps:

1. Navigate to the document sending interface
2. Toggle the Signing Order switch to your preference
3. Arrange signers by clicking, holding, and dragging names to desired positions
4. Release to confirm the new order

Benefits:

This feature provides enhanced control over document workflows and improved efficiency through simplified signer management. It addresses business scenarios requiring sequential approval processes while maintaining flexibility for simultaneous signing situations.