How to set a contract signing order on a contract type level
Learn how to set signing order at the contract-type level.
In this guide, we’ll see how you can set a signing order for a contract-type.
Step 1: Navigate to the Settings section by clicking on the “Manage” button in the navigation bar and select “Contract Types” to choose the contract type for which you want to set the signing order
Step 2: Choose the contract type you want to set the signing order for.
Step 3: Click on “Signatories” in the contract types navigation bar.
Now toggle the “Entity Specific Signatories”.
Step 4: Once you've toggled the entity-specific signatories, choose the specific entity or entities for which you intend to set the signing order.
Step 5: Simply click on the entity name and the “Signatories Setting” will open
Step 6: Once the signatories are added, enable the “Set Signing Order” toggle in the Signatories Setting card to establish the signing order.
Step 7: Now, arrange the signatories in the order you want them to sign by simply dragging and dropping them.
Step 8: Click and edit the order number assigned next to the signatory, and assign them the desired sequence number. Your signing order on a contract level is now ready.
Last updated on September 29, 2023