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Add signers and a signing order

Intermediate3 minVideo + written guide
English audio · on-screen English captions2:38
Transcript (English)

Open Signatures and choose New request. Enter the title, a short message and the document text. Our example is Academy Demo, Orientation Sign-Off.

Under Signer one, enter Demo Alex and the practice email address. Set the role to Volunteer. Keep Required signer selected.

Choose Add signer. For Signer two, enter Demo Jordan and the second practice email address. Set the role to Supervisor and keep this signature required.

Check the recipients from top to bottom. Alex is first and Jordan is second. Each person has a separate signature block.

Select Require signing in order. Each signer is invited only after the previous person signs.

Choose fourteen days for the expiration. Review the document and both recipients, then choose Create and send.

On the request detail, confirm Sequential signing and the numbered recipients. Alex is Sent. Jordan is Pending. Only the first invitation is ready at this point.

Switch to Alex's signing page. Check the signer identity and use Open document PDF to review the document. Complete the signature and printed name. The signing date is recorded automatically.

Read the consent statement and choose Adopt and sign for this non-binding practice document. The confirmation shows that Alex's signature was recorded.

Return to the request detail. Alex is now Signed, and Jordan is now Sent. The overall request remains In progress because the second required signature is still outstanding.

Now switch to Jordan's signing page. Check Jordan's identity and review the document. Complete the signature and printed name, read the consent statement, and choose Adopt and sign.

After the confirmation, return to the request detail. Both recipients are Signed, and the request is Completed. The audit trail records their progress in sequence.

Download the signed PDF. Check both signature blocks, printed names and dates. Then review the Completion Certificate. Its timestamps show that Alex signed before Jordan's invitation and signature.

You now have a complete two-person signing workflow: the right document, the right recipients, a defined order and a finished PDF.

Music: A Kind Of Hope by Scott Buckley, licensed under CC BY 4.0. Edited for length, fades and background level.

Step by step

  1. 1

    Add recipients.

  2. 2

    Assign each signature field to its recipient.

  3. 3

    Enable signing order and arrange the sequence.

  4. 4

    Review expiration and reminders.

  5. 5

    Review the request before sending.

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