You can now set the exact order documents appear in during the Sign Onboarding Documents step of an onboarding process. New hires receive and sign documents in that order, instead of an arbitrary sequence — useful when paperwork needs to be completed in a specific order, like an offer letter and employee handbook before policy acknowledgments.
📌 Access needed: Setting document order uses the same access as setting up onboarding processes — no separate permission is required. If you don't have access, contact your Super Admin.
💡 This controls the order documents are presented within onboarding. It's a different setting from signer order, which controls which signer group signs before another on an ad-hoc document. Learn more in Set a signing order for signer groups.
Set the document order
Go to Onboarding Process, select the process you want to edit, then open the Sign Onboarding Documents step.
Use the Add documents dropdown to add or remove documents from the step. Select Upload document to add a new one — newly uploaded documents are added to the end of the order.
In the Selected documents list, reorder documents using the drag handle or the up/down arrows. Each row shows its sequence number.
Select Save. New hires are presented the documents in that order during onboarding.
What to know
Document order is saved per onboarding process — each process has its own order.
If a process already existed before this feature, its documents keep their current order. Nothing changes until an admin opens the step and reorders them.
This setting controls document order only — it doesn't change who needs to sign each individual document.
FAQ
Does this affect documents sent outside of onboarding (ad-hoc documents)?
No. This setting only applies to documents inside the Sign Onboarding Documents step of an onboarding process. For documents sent outside onboarding, see Set a signing order for signer groups.
Will reordering affect new hires already partway through onboarding?
No. Changing the order in the process template only applies to new hires who start onboarding after the change is saved.