Set emails to go to signers sequentially, or at the same time.
You can decide whether a document is sent to multiple signers simultaneously, or in order.
Admins can set the default for the whole team, but users can set this when sending out a document.
For admins, go to Admin > Signer Experience > Email Options > How to notify multiple signers. This will set the default preference. In some scenarios, the system forces the document to be emailed in sent in sequence.
Standard users will see the option to send in sequence or simultaneously alongside each document where there is more than one signer.
If you send in sequence but change your mind afterwards, you can still send a reminder email to second signers.
This video shows you how an admin can set the default sending method.
Did you know you can also combine batches of documents with an enforced order.
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- Receive signed documents by email
- Can a signer forward the document to someone else to sign
- Send a reminder (or new link) to a signer
- Can the signer be sent a draft copy of the document to review?
- Use a personal email account or your own SMTP server
- How to change email subject lines
- How to add static email attachments to notification emails
- Set the notification emails when a document is signed (including attachments)
- Brand your email notifications and add your logo
- CC email a copy of all signed documents