Setting sequence for signing

HappyToSign provides a feature to set the sequence in which the document needs to be signed.

We have three different sequences in which a document can be signed. Parallel, Serial & Mixed.

Parallel


Parallel is the default sequence, where the document is sent to all of the recipients and they can sign in any order.
To set Parallel sequence:
When creating a document in the “Add recipients” section “Parallel” is selected as default. Since in this sequence there is not particular order in which the recipients need to sign, the documents will be sent to all recipients immediately.

Serial

In Serial sequence, the document is sent only to the first recipient and only after he/she completes the document will the second recipient receive the document, and after the second completes the third and so on. This is helpful in cases where a recipient needs to approve and document before the next recipient signs. For e.g. you might require the signature of the CEO before the CFO of an organization signs the document.

To set Serial sequence:

When creating a document in the “Add recipients” section select “Serial”. You can add recipients using the form, and each recipient will be assigned a sequence number which you can see next to each recipient you have added. You can drag and rearrange the order of recipients here.

Mixed

Mixed sequence is a combination of Parallel and Serial sequence, where you can make multiple groups of recipients, and these groups can be ordered in a sequence. Documents are sent to all the recipients within the first group and recipients can sign in any order. When all the recipients in the first group signs the document is sent to the second group and then the third and so on.

To set Mixed sequence:
When creating a document in the “Add recipients” section select “Mixed”. You can add recipients using the form, and each group will be assigned a sequence number which you can see next to each group . To add a new group click “Add Group”.  You can rearrange the sequence of group by dragging.